Preferred Sales Specialist resume example with 8+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary

Detail and results oriented professional offering a solid background of experience that demonstrates outstanding, research, and client relationship skills. Ability to assess complex situations, arrive at sound conclusions, and recommend strategies for achieving solutions. Proven success at accurately evaluating client needs and designing effective solutions that generate strong satisfaction levels. Outstanding communication, negotiation, written and interpersonal skills that result in productive relationships at all levels. Independent self-starter who also excels in team environments Bank of America, Glendale, CA (October 2019 - present) Senior Small Business Banker -Responsible for helping small business client establish all aspects of their business relationships through a consultative approach to determine best product fit. -Assist clients with opening deposit, credit, lending, auto accounts, and also working with partner referrals for payroll, merchant and retirement. -Managing a pipeline of 80-100 client accounts, sourced through various Alliance Leads, including Legal Zoom, Incfile and Incauthority. -Responsible for achieving quarterly goals in quality, customer satisfaction, and sales metrics. -Provide ongoing support as a subject matter expert for my team Bank of America, Whittier, California (October 2018 - October 2019) Senior Core Financial Center Specialist -Working with inbound consumer clients with all aspects of service to sales, provided a consultative approach to cross sell clients to further expand their relationship. -Responsible for delivering world class service, uncovering and understanding client’s known and unknown needs and finding solutions to those needs.Interacted with clients over the phone and in person leveraging multiple computer based systems, responsible for sales, operations, quality and client experience goals. -Partnered with various business partners in the financial center and phone channel including Merrill Edge Advisory Center, Mortgage Loan Officers, Financial Center Teammates, Small Business Bankers and other key partners. -Provided ongoing support for my team as a subject matter expert. Reliable and upbeat successful at promoting customer loyalty, satisfaction and purchases with consultative techniques and diligent attention to individual needs. Knowledgeable about product merchandising, payment processing and cleaning. Dedicated and dependable relationship-builder with excellent organizational strengths and superior work ethic.

  • Item Ticketing and Pricing
  • Merchandise Recommendations
  • Safety and Cleanliness Standards
  • Product Demonstrations
  • Customer Service
  • Building Customer Relationships and Loyalty
  • Excellent Written and Verbal Communication
  • Performance Assessment
  • Decision Making
  • Financial Statement Review
  • Problem Anticipation and Resolution
  • Quality Assurance
  • Business Leadership
Work History
Davita Burlington, NC,
  • Creating financial solutions for clients utilizing sales tools, including balance transfers, and direct deposit options.
  • Selling a wide range of bank products, including business and consumer credit cards, credit card upgrades, overdraft protection, and offering product changes.
  • Handling escalated customer calls to retain current accounts to prevent closure, by utilizing various tools including interest rate reductions and product changes.
  • Service all aspects of credit card and compliance processes.
Office Manager, 05/2016 - 10/2017
Inside Real Estate Salt Lake City, UT,
  • Leading the team in a fun energetic environment.
  • Reviewing and submitting payroll in a timely manner.
  • Overseeing all correspondence.
  • Continually reviewing office routines.
  • Establishing and implementing new office policies to improve the effectiveness of my team.
  • Coordinated individual duties after careful evaluation of each team's skill level and knowledge.
  • Managed budgets, appointment scheduling, employee and event itineraries and accounts to improve productivity initiatives
Senior Business Specialist, 06/2011 - 02/2016
Unum Group FL, State,
  • Building and maintaining profitable relationships with clients.
  • Uncovering needs for clients and offering solutions to meet those needs.
  • Regularly met and exceeded my goals consistently while in this role.
  • Focused on increasing revenue and meeting clients needs.
  • Handled day to day operations of the banking center.
  • Developed specific applications for evaluation and monitoring of specific i types includes business Products and services in Merchant Services, Payroll and relationship managers partnership to provide insight to investment management team.
Branch Manager, 06/2009 - 06/2011
Res-Care, Inc. Cincinnati, OH,
  • Handled day to day operations of the banking center including balancing the vaults and ATM’s.
  • Managed and developed a very successful team of 32 employees.
  • Created an environment that was fun and energetic for my employees.
  • Focused on increasing revenue and meeting clients needs all while providing world class customer service.
  • Produced sales and auditing reports outlining financial data to assist management with making strategic plans and operational decisions.
Associate of Science: , Expected in 05/1991
Cerritos College - Cerritos Ca,

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Resume Overview

School Attended

  • Cerritos College

Job Titles Held:

  • Office Manager
  • Senior Business Specialist
  • Branch Manager


  • Associate of Science

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