LiveCareer-Resume

pre qualifier sales associate resume example with 8+ years of experience

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Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Summary

Flexible hard worker ready to learn and contribute to team success. Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth. Dedicated employee known for punctuality, pursuing employment options where good customer service and positive attitude will make a difference. Talented professional with expertise in Trainer role. Dynamic public speaker known for meeting demanding training schedules and exceeding management expectations. Considered valuable asset to any team. On-the-Job Trainer with strong background teaching and coaching new employees. Talented team leader when demonstrating job tasks, observing trainees performing duties and providing constructive feedback to boost performance. Successful at incorporating proven training techniques and employing stellar people skills.

Skills
  • Credit card payment processing
  • Report generation
  • Report creation
  • Sales expertise
  • Schedule mastery
  • System implementation
  • Technologically savvy
  • Microsoft Office expertise
  • Data evaluation
  • Retail sales customer service
  • High-energy attitude
  • Quality control
  • Adaptive team player
  • Inbound and Outbound Calling
  • Conflict mediation
  • Call Center Operations
  • Problem-solving abilities
  • Customer relations
  • Customer research
  • Credit and collections
  • Risk management
  • Payment acceptance
  • Scripted conversations
  • Cash Flow and Financial Analysis
  • Investigation due diligence
  • Team-oriented
  • Call center background
  • Loan Origination and Underwriting
  • Troubleshooting skills
  • Updating logs
  • Furnace installation
  • Safety procedures
  • Maintaining inventory
  • Diagnosing faults
  • Cash Flow and Financial Analysis
  • Processing documents
  • Reviewing financial paperwork
  • POS system operation
  • Customer assistance
  • Cash register operation
  • Payment processing
  • Work ethic
  • Team building
  • Microsoft Office
  • Relationship building
  • Organizational skills
  • People skills
  • MS Office
  • Communication
  • Asset Management
  • Money Handling
  • Money Management
  • CRM
  • Money Transfer Systems
  • Regulatory Compliance
  • Cash dispenser operation
  • Strong sense of banking ethics
  • Safe and vault operation
  • Currency and coin counter
  • Debt and credit management
  • Practiced knowledge of bank security systems
  • Energetic
  • Approachable
  • Reliable
  • Friendly
Experience
02/2021 to 08/2021 Pre-Qualifier /Sales Associate Keybank National Association | Gresham, OR,
  • Built and maintained relationships with peers and upper management to drive team success.
  • Answered incoming telephone calls to provide store, products and services information.
  • Assisted teammates with sales-processing tasks to meet daily sales goals.
  • Retained product, service and company policy knowledge to serve as resource for both coworkers and customers.
  • Acted as initial contact in addressing customer concerns.
  • Helped average of 100 customers per day by responding to inquiries and locating products.
  • Warm and Cold calling Experience
  • Connected clients with Credit Repair companies
  • Lead generation.
  • Contacted new and existing customers to outline benefits of products.
  • Demonstrated self-reliance by meeting and exceeding workflow needs.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Met or exceeded call speed, accuracy and volume benchmarks on consistent basis.
  • Maintained strong call control and quickly worked through scripts to address problems.
  • Answered, screened and processed high volume of calls daily with call management system and web-based communications.
  • Handled customers effectively by identifying needs, quickly gaining trust, approaching complex situations and resolving problems to maximize efficiency.
  • Managed high-volume of inbound and outbound customer calls.
  • Displayed strong telephone etiquette, effectively handling difficult calls.
02/2020 to 06/2020 Lead Specialist First Republic | Redwood City, CA,
  • Listened to clients' needs and assisted with identifying and securing appropriate services.
  • Offered every client knowledgeable and supportive assistance to meet all needs and build loyalty.
  • Used multiple resources and tools for evaluating and presenting solutions.
  • Scheduled and confirmed appointments.
  • Provided exceptional customer service through effective telephone communication and follow-ups.
  • Delivered administrative support to team members, including making copies, sending faxes, organizing documents and rearranging schedules.
  • Answered telephones and directed calls to appropriate staff members.
  • Maintained daily calendars, set appointments with clients and planned daily office events.
  • Took information from potential customers to assess needs.
  • Made phone calls and sent emails to establish leads.
  • Welcomed visitors upon entrance, answered inquires and directed questions or appointments to appropriate personnel.
  • Scheduled meetings with salespeople and clients, emailed customers and placed outbound calls as needed.
  • Set new customer consultations with sales reps.
  • Sold various products by explaining unique features and educating customers on proper application.
  • Answered incoming telephone calls to provide store, products and services information.
  • Assisted teammates with sales-processing tasks to meet daily sales goals.
08/2019 to 12/2019 Loan Processor Smartfinancial, Inc. | Ooltewah, TN,
  • Reviewed and verified borrowers' income, credit reports, property appraisals and supplemental information to prepare documents for underwriting.
  • Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Maintained fast-paced schedule by consistently providing satisfactory application approval turnaround times.
  • Maintained complete confidentiality of all submitted information according to release guidelines.
  • Evaluated financial statements and contacted institutions and customers to clarify details.
  • Checked approvals against established bank and government lending standards.
  • Obtained repeat business by building strong customer relations and delivering world-class customer service.
  • Notified customers of delinquent accounts with attempt to collect outstanding amounts.
  • Processed payments over phone and set up recurring drafts.
  • Received payment and posted to appropriate customer accounts.
  • Arranged for debt repayment and established repayment schedule based on customer finances.
  • Recorded and updated customer personal accounts with accurate contact information.
  • Located and monitored overdue accounts using billing system to begin collections process.
  • Accepted and processed credit and cash payments, making correct change from cash register drawer.
  • Established company policies regarding management of daily cash totals and security during busy times.
  • Calculated and counted change quickly.
  • Provided receipts to customers.
  • Avoided discrepancies by accounting for all funds and items.
  • Maintained work area in clean and neat manner.
  • Counted and balanced cashier drawers.
04/2019 to 07/2019 Claims Management Specialist -Contract Contract Home Warranty Call Center | City, STATE,
  • Submitted clean claims to reduce denial rates, following payer reimbursement policies and procedures.
  • Researched and reviewed information to determine validity of insurance claims and contacted companies and customers about decisions.
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Managed customer expectations by clarifying needs, identifying options and recommending products and services.
  • Documented conversations with customers to track requests, problems and solutions.
  • Maintained strong call control and quickly worked through scripts to address problems.
  • Assessed customer account information to determine current issues and potential solutions.
  • Consulted with customers to determine best methods to resolve service and billing issues.
  • Answered, screened and processed high volume of calls daily with call management system and web-based communications.
  • Handled escalated customer service concerns to preserve revenue streams from key customers.
  • Managed high-volume of inbound and outbound customer calls.
  • Asked probing questions to determine service needs and accurately input information into electronic systems.
  • Documented customer inquiries and feedback, including service delivery suggestions in company database.
01/2019 to 03/2019 Student Debt Collector- Contract The Professional Bureau Of Collections Of Maryland | City, STATE,
  • Advised debtors on payment options and set up payment plans.
  • Reasoned with customers and attempted to negotiate full balance payments.
  • Handled irate customers smoothly to achieve performance targets.
  • Used effective questioning techniques to clarify why debtors were delinquent.
  • Entered customers' financial status information into system.
  • Utilized skip tracing resources such as background checks and loan documents.
  • Remained calm, stayed professional and provided exceptional service on all calls, even when interacting with difficult individuals.
  • Processed payments over phone and set up recurring drafts.
  • Received payment and posted to appropriate customer accounts.
  • Met demands of busy collections group by performing high volume of daily calls.
  • Recorded information about customers' financial status and collections status efforts.
  • Located and monitored overdue accounts using billing system to begin collections process.
  • Overcame objections by applying advanced training and persuasion techniques.
  • Prepared packages containing all pertinent documentation for collections accounts.
  • Worked hard to learn all required tasks quickly and maximize performance.
08/2017 to 07/2018 Bank Teller Bellco Credit Union | City, STATE,
  • Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
  • Reconciled cash and checks against computer records at end of shift.
  • Responded and assisted customers with account inquiries and updates.
  • Entered transactions into computer and issued customer receipts.
  • Explained bank services, financial products and applicable fees to customers.
  • Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
  • Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
  • Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
  • Identified and eliminated errors when balancing ATM transactions, teller cash dispensers and teller cash recyclers.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Identified and reported suspicious behavior to security personnel as appropriate.
  • Welcomed customers and offered pleasant service during entire transaction.
  • Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
  • Maintained confidentiality of bank records and client information.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
  • Entered member transaction data into online banking software.
  • Accepted and processed credit and cash payments, making correct change from cash register drawer.
  • Processed efficient and accurate cash, check, debit, and credit card payments using Point-of-Sale system.
  • Followed protocol for intake and accounting of large sums of cash and numerous card transactions.
  • Established company policies regarding management of daily cash totals and security during busy times.
  • Worked with auditors to consistently comply with federal regulations.
  • Handled money according to company policy.
  • Provided receipts to customers.
  • Avoided discrepancies by accounting for all funds and items.
  • Collected fees for overdraft transactions.
  • Counted and balanced cashier drawers.
10/2011 to 06/2017 APC- All Purpose Clerk King Soopers | City, STATE,
  • Delivered outstanding service, including interacting with customers, answering customer inquiries and handling customer complaints.
  • Organized store by returning all merchandise to its proper place and restocked displays.
  • Stocked shelves and supplies and organized displays to focus customer attention on specific items.
  • Unboxed new merchandise and restocked shelves in appealing and organized arrangements to promote items.
  • Stayed up to date on store promotions, payment policies and security practices.
  • Used cash register system to ring up customer purchases, process payments and issue receipts.
  • Met or exceeded upselling, donation and credit card sign-up targets on consistent basis by leveraging excellent communication and interpersonal strengths.
  • Created attractive and eye-catching displays with accurate signage to promote products.
  • Trained and developed associates to handle customers' needs and manage daily workloads.
  • Ordered supplies based on space and budget availability, current trends and sales projections.
  • Managed integration and merchandising of seasonal and holiday-specific product offerings.
  • Delegated assignments and set schedules for effective coverage of floral department needs.
  • Maintained salability and health of floral products by establishing clear care procedures.
  • Cut, arranged and produced flower bouquets and potted perennial plants according to customer specifications.
  • Prepared and processed floral orders to customer specifications via phone or resulting from in-store consultations.
  • Communicated clearly and effectively with customers to determine type of arrangement desired, occasion and date, time and location for each arrangement needed.
  • Promoted customer satisfaction by recommending flower pairings and greenery options for floral arrangements.
  • Delegated work to employees based on shift requirements, individual strengths and unique training.
  • Handled payment processing and provided customers with receipts and proper bills and change.
  • Resolved customer problems by investigating issues, answering questions and building rapport.
  • Delivered consistent training and close mentoring support to front end employees in operations and customer service strategies.
  • Maintained inventory accuracy by counting stock-on-hand and reconciling discrepancies.
  • Addressed and welcomed large volume of guests to business per day, improving overall customer service and engagement.
  • Mentored employees and instructed on management of complicated sales, complex issues and difficult customers.
  • Emphasized customer service excellence through ongoing training of front-line team members to improve customer service ratings.
  • Promoted store loyalty program to increase customer engagement and drive consistent sales.
  • Taught junior employees how to meet operational and sales goals with proactive strategies.
  • Conducted job interviews, led employee performance evaluations and rewarded top performers to attract and retain quality personnel.
  • Reviewed safety, health and sanitation processes throughout all areas and enforced rules to promote security and safety.
  • Delivered key administrative support to coworkers, taking on additional tasks during peak times.
  • Answered customer questions about money services.
  • Stocked and maintained money center area.
  • Completed daily reports on services given.
  • Prepared and checked cashier register tills.
  • Provided training to store employees covering areas such as cash handling procedures and security requirements.
  • Served customers with special transaction requests, using POS at register to load gift certificates and boxing or gift-wrapping products.
  • Wiped down counters and conveyor belt to remove debris and maintain cleanliness.
  • Worked closely with front-end staff to assist customers.
  • Trained new team members in cash register operation, stock procedures and customer service.
  • Wrapped items and bagged purchases properly to prevent merchandise breakage.
  • Stocked pallets throughout shift to keep warehouse clean, maintained and organized.
  • Prepared products by adding tags and readying pallets for restocking.
  • Disposed of expired and overripe items to eliminate health risks.
  • Gathered assigned merchandise and transported to store floor locations using hand trucks.
  • Verified invoices against delivered merchandise to drive shipment accuracy.
  • Stocked, arranged and organized merchandise during late shift in store that stayed open overnight.
Education and Training
Expected in 05/2010 to to GED | Gateway High School, Aurora, CO GPA:

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Resume Overview

School Attended

  • Gateway High School

Job Titles Held:

  • Pre-Qualifier /Sales Associate
  • Lead Specialist
  • Loan Processor
  • Claims Management Specialist -Contract Contract
  • Student Debt Collector- Contract
  • Bank Teller
  • APC- All Purpose Clerk

Degrees

  • GED

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