Focused business professional with expertise nurturing client relationships and negotiating sales contracts. Offering outstanding persuasion and presentation skills. Customer-oriented with more than 6 years of managing lucrative accounts. Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated ability to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Skills
Electronic Funds Transfer
Salesforce CRM Proficiency
Systems, Applications and Products (SAP)- Finance solutions FICO Proficiency
Closing Processes
Risk Assessment
Delinquent Account Management
Portfolio personal and business financial services management
Business Prospecting
Customer Relationship Management, CRM, Sales
Oracle Proficiency
ERP (Enterprise Resource Planning) Software
Sales Lead Qualification
Point of Sale Knowledge
DevOps Principles
Profit Maximization Account Relationship
Credit Card Processing
QuickBooks Proficiency
Referral Sales
Dual Computer Monitor Screen
Business-to-Customer Expertise
IOS Proficiency
Account Management
Lead Generation
Proposal Closing
Search Engine Optimization
Marketing strategies, Scripts
MS Office Suite
Written Communication
Advanced Financial Analysis
Business Development
Squarespace Proficiency
Shopify Proficiency
Payment Transaction Software
Hubspot Proficiency
Aweber Proficiency
Hootsuite Proficiency
Zendesk Proficiency
Trello Proficiency
Electronic Funds Transfer Proficiency
Loan applications
Financial markets
Education
North MecklinburgCharlotte, NCExpected in 2013 – –High School Diploma: - GPA:
Work History
State Of Arkansas - Program Eligibility Specialist Bryant, AR, 07/2019 - Current
Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
Initiated the overhaul of new scripts and devised new scripts increasing customer service quality.
Liaised with Conduent chief operating officers in focus group meeting to update company key performance indicator standards.
Welcomed responsibility and took initiative on new projects.
Altura Credit Union - Financial Services Representative Banning, CA, 05/2016 - 07/2019
Awarded "Employee of the Month" distinction due high sales goals.
Surpassed sales goals in relatively short amount of time.
Received "Exceeds Expectations "on annual performance review.
Surpassed annual quota by 25% in 2016
Capitalized on new opportunity for growth targeting specific territory to grow customer base and profit.
Trained new team members on scripts, company services and performance strategies and provided mentoring.
Applied training and persuasive communication strategies to overcome objections.
Bolstered company profits through improving sales pitch which resulted in proven 45% percent increase in new customer profit and established a reliable customer- billing relationship with account.
Nurtured client relationships alongside account executives with excellent verbal and written communication - maintained through Salesforce Customer relationship management(CRM).
Identified 50 customer leads that turned into over 150,00 thousand dollars in sales.
Interpreted Dun & Bradstreet reports
Specialized in increasing ROI
Solved complex problems for senior leadership to execute on-time and under-budget projects.
Trained new team members on scripts, company services and performance strategies and provided mentoring.
Analyzed projects for capital deployment and helped structure multi-thousand dollar deals.
Recommended loan approvals and denials based on customer loan application reviews.
Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Adobe Systems Incorporated - Business Development Representative Lyon, MS, 08/2013 - 05/2016
Awarded "Rep of the Quarter"for sales, service and relationship-building excellence.
Forged relationships with new businesses and medical practitioners regarding purchasing medical device /Saas software technology.
Received "Exceeds Expectations "on annual performance review.
Utilized Salesforce.com for contact management, opportunity tracking, sales pipeline management, forecasting and sales reporting.
Consistently secured new accounts resulting in a 30% increase in year over year revenue. Worked with Account Executives, Sales Director and VP of Sales to develop and grow the sales pipeline, reports and forecasts.
Multi-channel follow-up - help uncover new deals and nurture existing opportunities .
Revitalized and implemented sales initiatives and marketing strategies as well as new and innovative marketing campaigns; tracked performance to achieve objectives and enhance organization effectiveness.
Consulted with sales managers and engineers to increase technical know-how and to advance negotiations towards close of sale.
Pioneered marketing project using Search Engine Marketing (SEM),Search Engine Optimization(SEO), and Digital Media.
Achieved ranking #1 or #2 for highest level of Key Performance Indicator's on sales teams by sending 65-80 personalized emails and making 125-175 cold calls per week to C-level executive.
Streamlined Sales Cloud objects like Accounts,Contacts, Leads and Opportunities.
Excelled in analyzing and adjusting work procedures for maximum efficiency.
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