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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
  • Sales expertise
  • Achieving success individually and as a team
  • Specialist in the financial needs of small business owners.
  • Strong work ethic
  • Expert in building client rapport and trust.
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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Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

How this resume score could be improved?

Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:

84Good
Resume Strength
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  • Measurable results
  • Typos

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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