
Managed a portfolio of Pipeline commercial customers using a variety of software.
• Handle the collection of overdue balances on commercial accounts.
• Manage customer complaints and use retention skills for clients wishing to cancel their account.
• Assessed credit needs and assisted customers in credit limit increases.
• High pressure environment that was result based.
• Sold new clients on different account types.
• Sold maintenance plans to home heat clients.
Deliveredred impeccable customer service and aided clients in setting up and administering individual pension plans.
· Sold to customers and financial advisors different pension plans offered.