Dynamic and reliable Relationship Manager/Financial Sales Consultant with 10+ years of retail banking, customer service and consulting experience.
[Relationship Manager who consistently exceeds company objectives to secure client satisfaction and loyalty and extensive track record of driving sales and boosting company morale.
Enthusiastic customer service/telesales representative with in-depth knowledge of sales, account management and training.
Results-driven Relationship Managerwith proven ability to establish rapport with clients.
Core Strengths
Courteous demeanor
Sharp problem solver
Seasoned in conflict resolution
Active listening skills
Strong organizational skills
Energetic work attitude
Top sales performer
Customer service expert
Adaptive team player
Opening/closing procedures
Cash handling
Financial analysis
Financial forecasting
MS Excel expert
Risk management expertise
Detail-oriented
Analytical
Cash flow analysis
Financial modeling
Expert in MS Office Suite
Accomplishments
Customer Service
Researched, calmed and rapidly resolved client conflicts to prevent loss of key accounts.
Sales
Consistently generated additional revenue through skilled sales techniques.
Cross-sold services at a rate of 30%, upgrading customers to different plans and product packages.
Achieved top 5% percentile in monthly sales in January 2014 to January 2015. Received Market All-Star and Circle of Excellence Award for asset gathering and production.
Earned “Top Seller” for two consecutive quarters in 2014.
Prevented store losses using awareness, attention to detail and integrity.
Developed highly empathetic client relationships and earned reputation for exceeding sales goals.
Achieved high sales percentage with consultative, value-focused customer service approach.
Cross-trained and provided back-up for other customer service representatives when needed.
Guaranteed positive customer experiences, resolved all customer complaints and shared benefits of new technology.
Executed outbound calls to existing customer base resulting in 20 % increase in sales.
Teller Banking Supervisor, 02/2012 to 04/2013 Masterbrand Cabinets Inc. – Mcdonough, GA,
Top Three Referring Employee of product and services within 160 branches.
Owned team productivity metrics.
Improved service quality and increased sales by developing a strong knowledge of company's products and services.
Provided a high level of product and leadership support to representatives and clients and addressed negative customer feedback immediately.
Effectively communicated with team members to maintain clearly defined expectations.
Developed and implemented policies, procedures and process improvement initiatives to improve retention rates and increase customer satisfaction.
Customer Service Associate, 06/2011 to 02/2012 Moonfare – Luxemburg, WI,
Prevented store losses using awareness, attention to detail and integrity.
Excelled in exceeding daily credit card application goals.
Developed highly empathetic client relationships and earned reputation for exceeding sales goals.
Achieved high sales percentage with consultative, value-focused customer service approach. Cross-trained and provided back-up for other customer service representatives when needed.
Resolved product/policy issues and shared benefits of new technology.
Guaranteed positive customer experiences and resolved all customer complaints.
Sales Associate, 10/2010 to 06/2011 Altura Credit Union – Wildomar, CA,
Recommended and helped customers select merchandise based on their needs.
Exchanged returned merchandise for customers quickly and efficiently.
Informed customers about sales and promotions in a friendly and engaging manner.
Tracked down sources of special products and services to meet customers' special needs.
Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.
Teller, 07/2009 to Altura Credit Union – Banning, CA,
Excelled in exceeding daily credit card application goals.
Achieved high sales percentage with consultative, value-focused customer service approach.
Developed highly empathetic client relationships and earned reputation for exceeding sales goals.
Worked as a team member performing cashier duties, product assistance and cleaning.
Resolved product issues and shared benefits of new technology.
Guaranteed positive customer experiences and resolved all customer complaints.
Maintained adequate cash supply in cash drawers in multiple checkout stations.
Generated leads for new sales through telephone and email contact with customers.
Teller, 05/2008 to PNC Bank – City, STATE,
Excelled in exceeding daily credit card application goals. Achieved high sales percentage with consultative, value-focused customer service approach.
Developed highly empathetic client relationships and earned reputation for exceeding sales goals.
Worked as a team member performing cashier duties, product assistance and cleaning.
Resolved product issues and shared benefits of new technology.
Guaranteed positive customer experiences and resolved all customer complaints.
Maintained adequate cash supply in cash drawers in multiple checkout stations.
Generated leads for new sales through telephone and email contact with customers.
Educational Background
Bachelor of Arts: History and Pre-Law, Expected in May 2006 Rider University - Lawrenceville, New Jersey GPA: History and Pre-Law Selected to be a part of the Leadership Development Program at Rider University
Developed leadership skills and applied these learned skills in the workplace.
: Elementary Education, Expected in 2010 Rider University - Lawrenceville, New Jersey GPA: Developed skills to educate , coach and teach individuals with different learning styles
Interests
Bowling, Soccer, Spending time with my children, travelling, 3K Walk/Run(s).
Skills
Cash handling, Professional and friendly, Careful and active listener,Multi-tasking, Able to lift 50+ pounds, enthusiastic people person, advanced problem-solving, great organizational skills, courtesy, empathetic/sympathetic, , Microsoft Power-Point, Excel and Windows, good leader, good educating people into specific product and services, Sales, Customer Satisfaction, Customer Service, Computer literate and proficient, Client Relations.
Additional Information
Awards: 2012-2013 PNC BANK -Achievement Award/ Market All-Star and Circle of Excellence LEADERSHIP: Rider University, APO, Lawrenceville, New Jersey Alpha Phi Omega - Community Service Fraternity Volunteered at Special Olympics, MS and Breast Cancer Walk. Received recognition for Community Service and for accepting leadership roles.
Bowler in a certified USBC sanctioned league.
Family Oriented
Run in multiple 3K for charity yearly.
Tour guide for Boy and Girl Scout troops of the bank.
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