Greg A. Whittaker
308 Lakeview Dr Crossville
Summary
Dynamic professional with a proven track record, excelling in client relationship management and operational excellence. Skilled in analytical thinking and multitasking, I have consistently enhanced client satisfaction and retention while driving business growth. My proactive approach and attention to detail have led to successful financial solutions tailored to diverse client needs.
Overview
21
21
years of professional experience
Work History
Home Health Aide
Myself
12.2018 - Current
- Helped patients maintain personal hygiene through bathing, grooming, and toileting assistance when necessary for dignity preservation.
- Maintained a clean and safe home environment for patients, reducing falls and accidents.
- Assisted clients with daily living activities, enhancing their independence and quality of life.
- Performed light housekeeping duties including laundry linen changes sweeping vacuuming and mopping ensuring a clean and organized living space for patients.
- Performed laundry, grocery shopping and other light housekeeping duties as instructed by client.
- Improved patient well-being by providing compassionate and attentive personal care.
Small Business Relationship Manager
Bank of America
01.2017 - 11.2018
- Maintained detailed records of all client interactions, allowing for seamless continuity of service across team members when necessary.
- Managed a diverse portfolio of small business accounts, ensuring each client received personalized attention and support.
- Increased client satisfaction by providing tailored financial solutions to support their business growth.
- Assisted clients in navigating complex financial situations, guiding them towards long-term success.
- Enhanced client retention by maintaining consistent communication and promptly addressing any concerns or issues.
- Strengthened relationships with small business clients by conducting regular meetings and understanding their unique needs.
- Identified new business opportunities through networking events and strategic partnerships within the local community.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
Senior Regional Sales Manager
WillaRose Soap
08.2012 - 08.2017
- Developed and executed successful business plans to drive growth in key markets across the region.
- Ensured timely resolution of client issues, maintaining strong satisfaction rates despite challenging situations or setbacks.
- Managed complex contract negotiations, ensuring mutually beneficial agreements for both parties involved.
- Maximized revenue generation from existing accounts by selling complementary products and services based on client requirements.
- Expanded territory reach by identifying new business opportunities and tailoring solutions for prospective clients'' unique needs.
- Led a high-performing team of sales professionals, providing coaching and mentoring for continuous improvement.
- Exceeded quarterly revenue targets consistently through rigorous pipeline management and strategic planning.
- Developed and maintained positive relationships with clients in assigned sales territories.
- Boosted regional sales by implementing effective sales strategies and building strong customer relationships.
Bank Branch Manager
US Bankcorp
03.2008 - 03.2012
- Managed daily branch operations for optimal efficiency and performance, resulting in improved customer experiences.
- Led a team of banking professionals, providing regular coaching and development opportunities for career growth.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Fostered strong relationships with clients by addressing their needs promptly and providing personalized financial solutions.
- Examined customer loan applications for loan approvals and denials.
- Conducted regular audits of branch operations to maintain compliance with internal policies and external regulations.
- Developed strategic plans for day-to-day financial operations.
Customer Contact Center Personal Banker
First Horizon Bank
04.2004 - 08.2007
- Developed rapport with customers through empathetic listening skills and genuine concern for their needs or concerns.
- Promoted digital banking tools to customers, increasing usage rates of online services among clients served.
- Supported fraud detection efforts by identifying suspicious activity on accounts and notifying appropriate personnel for investigation.
- Streamlined account opening processes for faster service and increased efficiency in the contact center.
- Participated actively in meetings, contributing ideas for process improvements that positively impacted team performance.
- Demonstrated flexibility in adapting to schedule changes or additional responsibilities as needed within the contact center.
- Managed high call volumes while maintaining excellent customer service standards under pressure situations.
- Continuously updated personal banking knowledge by participating in training sessions and staying informed on industry trends.
Education
High School Diploma -
TCHS
Hartsville05-1996
Skills
- Intrinsic Drive
- Scheduling and planning
- Attention to detail
- Analytical thinking
- Creative Idea Development
- Teamwork and collaboration
- Strong Multitasking Skills
- Operational excellence
- Customer-Oriented Mindset
- Operational efficiency
- Branch administration
- Credit analysis
About Me
Honest, loyal and dedicated banking professional with a strong track record of exceeding goals and expectations. Passionate about providing exceptional customer service and building lasting relationships. With extensive experience in banking and the small business industry,I excel at helping clients achieve their financial goals while driving business growth. Proficient in Microsoft Word,Excel, and Power Point, I leverage technology to enhance efficiency, streamline operations,and support data-driven decision-making. A results driven leader who thrives in fast paced environments, I am seeking an opportunity with a company where I can grow,contribute, and make a lasting impact.
Timeline
Home Health Aide
Myself
12.2018 - Current
Small Business Relationship Manager
Bank of America
01.2017 - 11.2018
Senior Regional Sales Manager
WillaRose Soap
08.2012 - 08.2017
Bank Branch Manager
US Bankcorp
03.2008 - 03.2012
Customer Contact Center Personal Banker
First Horizon Bank
04.2004 - 08.2007
High School Diploma -
TCHS
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