Dynamic and reliable Financial Services representative with seven years of retail banking, customer service and consulting experience. Customer service and sales expert who identifies customer needs and delivers solutions to problems.
Core Qualifications
Critical thinking
Decisive leader
Exceptional time management skills
Collaborative
Inspiring team leader
Customer- and service-oriented
Dedicated team player
Strong organizational skills
Fluent in Spanish
Mathematical aptitude
Cash handling accuracy
Banking and financial services background
Financial analysis
Financial statement analysis
Account reconciliation
Financial planner
Prospecting and cold calling
Strong deal closer
Experience
Financial Services Representative, 02/2009 - Current Hutchinson Credit Union – Hutchinson, KS, United States
Generated high volume of referrals.
Updated database with customer and sales information.
Informed management of special sales and service issues
Demonstrated that customers come first by serving them with a sense of urgency.
Worked as a team member to provide the highest level of service to customers.
Greeted store customers promptly and responded to questions with knowledgeable service.
Maintained productive relationships with existing customers through exceptional follow-up after sales.
Generated high volume of referrals.
Delivered services to customers in timely manner.
Informed management of special sales and service issues.
Reported daily averages and shortages to the operations department.
Maintained confidentiality of bank records and client information.
Received regional branch recognition award for outstanding customer service.
Directed specific questions to appropriate branch personnel.
Researched banking guidelines and statutory requirements to stay updated on new laws and applications.
Entered member transaction data into the online banking software.
Managed opening and closing times for the main branch.
Bank Teller, 2007 - 11/2008 Applied Card Systems – Glen Mills, PA,
Entered member transaction data into the online banking software.
Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
Examined checks for identification and endorsement.
Processed treasury, tax and loan payments.
Maintained confidentiality of bank records and client information.
Delivered prompt, accurate and excellent customer service.
Directed specific questions to appropriate branch personnel.
Reported daily averages and shortages to the operations department.
General Manager, 07/2003 - 2007 Chenega Corporation – Virginia Beach, VA, United States
Increase sales volume in three years.
Designed more attractive merchandise presentation strategies and special marketing, campaigns, resulting in increased store traffic and profits.
Increased store inventory and expanded merchandise purchases.
Increased profits by developing, initiating, and managing store clientele.
Maintains proper inventory controls.
Performs daily sales paperwork audits for accuracy.
Manages daily cash handling and accounts payable activity.
Opened a new store location and assisted in recruiting and training new staff.
Completed weekly schedules according to payroll policies.
Trained all new managers on store procedures and policies.
Maintained daily record of all transactions.
Wrote order supply requests to replenish merchandise.
Trained staff to deliver outstanding customer service.
Analyzed marketing information and translated it into strategic plans.
Addressed customer inquiries and resolved complaints.
Design and implemented customer satisfaction metrics.
Analyzed sales statistics.
Sales Account Management, 1997 - 11/2000 Chenega Corporation – Wallops Island, VA,
Established 15 corporate new accounts in only 3 months through successful client development.
Worked closely with company executives to identify new business opportunities.
Planned, created and delivered Canon sales presentations.
Developed and executed annual sales plans and strategies.
Estimated and quoted prices, credit and contract terms, warranties and delivery dates.
Negotiated details of contracts and payments and prepared sales contracts and order forms.
Gathered all relevant materials for bid processes and coordinated bidding and contract approval.
General Manager, 1995 - 1997 Espinal Farm – City, STATE,
Scheduled harvests based on weather conditions and market demands.
Managed forestry activity contracts and payments using excel.
Managed payroll and time and attendance systems.
Maintained annual and monthly budgets.
Prepared purchase orders and expense reports.
Farm reports, inspections Detailed and extended record keeping General coordination projects (Dole inc.)
Education
BBA: Business Administration, Expected in - Pontificia Universidad Catolica Madre Y Maestra - Santiago, GPA:
Skills
Product Marketing
Business Owner ( VIVA LA FIESTA, LLC. Party Rental Company )
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