Preferred Sales Specialist Resume Example
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PREFERRED SALES SPECIALIST
Summary
A experienced individual with excellent client and project management skills. Action-oriented with strong ability to communicate effectively with technology, executive, and business audiences. Self-motivated and dependable while achieving high performance with minimal supervision. Strong Interpersonal skills with 7+ years of customer service experience as well as management experience. Demonstrated the ability to complete tasks accurately despite interruptions and competing demands. Results-oriented, strategic sales professional with 4 years in the financial industry. A quick learner, self starter and driven individual looking to grow and evolve within the work force.
Skills
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Experience
03/2017 - CurrentDavitaBattle Creek , MI
Preferred Sales Specialist
- Responsible for acting as the primary inbound contact support for valuable consumer clients
- Responsible for answering detailed questions about current products and services, while focusing on resolving any current or future problems for the banks preferred clients
- Responsible for operational duties, quality and client experience while completing sales based goals
- Responsible for managing multiple computer based banking systems as well as external banking operational systems (i.e. Microsoft excel, Microsoft spreadsheet, Microsoft word)
- Responsible for managing risk based transactions while abiding by both company and industry guidelines
- Responsible for managing client experience goals by monitoring client experience scores
- Responsible for guidance of credit bearing products as well as industry standards for managing credit
- Responsible for the coaching and training of new as well as tenured associates
- Quality Council Panel Member
- Supported management in operational improvements and resolution of day to day functional problems to deliver top-notch customer service
- Conducted reviews of specific transactions and reports that showed potential suspicious activity
- Communicated effectively with customers and company personnel alike, utilizing active listening and interpersonal skills
- Notified customers when fraudulent activity was detected in an effort to reduce impact
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions
- Provided clients with budget management and financial guidance
- Provided clients with information on bank accounts, institutional policies, financial products and related services
- Helped customers open and close accounts, apply for loans and make sound financial decisions
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty
- Identified fraud patterns and anomalies through analysis of large quantities of data.
- Communicated with customers and company personnel, utilizing active listening and interpersonal skills.
- Conducted reviews of flagged transactions and reports that showed potential suspicious activity.
- Created agendas and communication materials for team meetings.
- Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
- Identified quality trends to investigate system flaws, process inefficiencies and training needs.
- Maintained quality assurance procedure documentation.
02/2016 - 03/2017FedexCovington , LA
Preferred Credit Associate
- Responsible for delivering world class service to the banks preferred consumer credit card customers while also uncovering and understanding clients known and unknown financial goals and offering solutions to those needs.
- Responsible for acting as the banks primary inbound contact center customer service agent.
- Responsible for leveraging through multiple computer based banking systems as well as external banking systems. (i.e. Microsoft word, Microsoft spreadsheet, Microsoft excel )
- Responsible for achieving sales goals while also managing operational tasks, quality, risk, and client experience goals as well.
- Responsible for performing high efficiency bank transactions to ensure clients financial needs are met.
- Responsible for the opening and closing of credit/ loan based products through the bank.
- Responsible for handling bank cash transactions. ( Balance Transfers, Direct Deposits, Distribution of promotional checks to its correspondents)
- Quality Counsel Panel Member.
- Responsible for coaching and guidance of industry credit trends as well as clients financial structure.
08/2013 - 02/2016Forever 21City , STATE
Store Manager
- Responsible for assisting merchandising team in overseeing the processing and placement of accessories
- Responsible for performing manager on duty tasks ( hourly cash flow tracking, loss management tracking , employee success)
- Responsible for creating weekly sales plans for associates
- Responsible for performing opening day as well as end of the day cash handling as well performance reports
- Organized and coded all documents related to due diligence for acquisitions
- Prepared correspondence, accounting and financial documents for analysis
- Documented updates to regional management on renewal progress, at-risk renewals and renewals forecast
- Monitored multiple databases to keep track of all company inventory
- Delivered an exceptional level of service to each customer by listening to concerns and answering questions
- Provided onsite training for associates on accessory handling, shipment processing, accessory presentation , visual techniques as well as customer service
- Ensure the stockroom activities meet risk management requirements
- Ensures floor is replenished per company guidelines, as well as following up with staff to ensure accuracy
- Responsible for ensuring all delivery information is recorded and accurately reported. Responsible for maintaining all shipment related paperwork to meet audit guidelines
- Responsible for managing stores damaged and defective items as instructed per company guidelines
- Responsible for implementing and managing company policies as outlined in the companies policy and procedural manual , including the field employee policy guide and business code of conduct
- Monitored supplier operations to verify quality, delivery schedule and conformance to contract specifications
- Updated seasonal displays such as windows and mannequins to highlight current product lines.
- Restructured merchandising strategy to promote high value and products.
- Monitored and reordered inventory items to fulfill displays and executed design changes to align with available inventory.
- Presented updated floor plans and design strategy to store management.
- Taught sales staff to properly coordinate clothing racks and counter displays to maximize promotional effectiveness.
- Created agendas and communication materials for team meetings.
- Attended departmental meetings, providing feedback to enhance future performance.
- Performed site evaluations, customer surveys and team audits.
- Optimized staff productivity by managing inter-team conflict resolution, yearly performance reviews, hiring and terminating processes, training initiatives, scheduling, time and attendance and payroll.
Education and Training
City, State
Interior DesignGeorgia State University
City, State
FinanceThe Community College of Baltimore County
06/2011City, State
High School DiplomaBaltimore Polytechnic Institute
Accomplishments
- Documentation
Wrote and edited documents to keep staff informed on policies and procedures. - Process Improvement
Created new departmental procedures manual.
Assessed organizational training needs. - Customer Experience
Received banks 5 star award for achieving highest client experience survey scores for 5 consecutive months
- MVP Award
Received most valuable associate award for the month of may for highest earned revenue amongst associates in the department.
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Resume Overview
School Attended
- Georgia State University
- The Community College of Baltimore County
- Baltimore Polytechnic Institute
Job Titles Held:
- Preferred Sales Specialist
- Preferred Credit Associate
- Store Manager
Degrees
- Interior Design
Finance
High School Diploma
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