Small Business Consultant Resume Example
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SMALL BUSINESS CONSULTANT
Summary
Self-motivated sales professional with a specialty in the financial needs of small businesses. Works effectively on teams, as well as independently, excelling in sales goals and metrics.
Highlights
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Accomplishments
- Recipient of the 2017 "Delivering One Company" award
- Selected to participate in the pilot SBC-SBB mastery program
- Two time consumer bank "Award of Excellence" winner
- Recognized consistently on outbound calling behaviors and securing appointments by phone from high value clients
- A leader in building relationships and trust with 100% client satisfaction score.
Experience
May 2016
to
Current
Suncoast Schools Federal Credit UnionPort Richey , FLSmall Business Consultant
- Responsible for managing an assigned book of business consisting of clients within various stages of the business life cycle.
- Working closely with partners to fulfill complex business needs.
- Coaching financial center associates in identifying quality business opportunities to refer.
- Maintaining an organized sales process using Salesforce to document client priorities, follow up meetings, and client-touch points.
- Pre-call planning to prospects and existing clients using resources such as Vertical IQ to understand the challenges of client industry. Preparing questions before hand using the SPIN sales training technique.
- Strong time management skills: balancing pre-set client appointments, daily calling routines, direct routes from banking center, and referrals from partners.
- Presenting and conducting business acumen meetings to other lines of business to increase referral quality and flows.
March 2008
to
May 2016
Dean HealthMcloud , OKSr. Personal Banker/Relationship Manager
- Offered a wide variety of financial solutions to consumer and small business clients to achieve their financial goals.
- Worked closely with a team of partners and referred clients to specialists.
- Built extensive rapport with clients and created a network of return business.
- Being a leader amongst my peers: assisting them with best practices, job shadowing and training new to role associates.
June 2007
to
March 2008
Bank Of AmericaCity , STATESales and Service Specialist
- Agility in managing three different responsibilities of teller, lobby leader, and sales in a fast paced environment.
May 2005
to
June 2007
Bank Of AmericaCity , STATETeller/Sr. Teller
- Processed sales referrals and promoted bank services.
Education
2007
Palm Beach Comunity CollegeCity, StateAssociate of Arts
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Resume Overview
School Attended
- Palm Beach Comunity College
Job Titles Held:
- Small Business Consultant
- Sr. Personal Banker/Relationship Manager
- Sales and Service Specialist
- Teller/Sr. Teller
Degrees
- Associate of Arts
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