small business sales consultant resume example with 17+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Professional Summary

With over 15 years experience in MENA and north America market Client Services Manager providing leadership to Managing Consultant, Advisors Client Services and serving as escalation point for clients and internal departments. Provide senior leadership and internal stakeholders with updates and status reports. Delivers excellent client services while building and maintaining client relationships. Strong people management skills coach, lead and develop employees.

  • Experience to understand and deliver customer needs
  • Experience in working with banking tools and solving problems
  • Skilled in developing and sustaining working relationships with staff and customers
  • Ability to manage multiple tasks with attention to detail
  • Skilled in using computer and technical devices
  • Exceptional leadership, training, and motivating skills
  • Customer Relations
  • Value Proposition
  • Developing Modules
  • Improving Processes
  • Business Requirements
  • Segment Strategy
  • Proposal Development
Sudan University of Science And Technology Sudan, Expected in 2005 A postgraduate Diploma : Accounting and Finance - GPA :
Sudan Academy For Banking And Financial Sciences Sudan, Expected in 2001 Bachelor’s Degree : Banking and Financial Sciences - GPA :
Work History
Metlife, Inc. - Small Business Sales Consultant
Greenville, SC, 08/2019 - Current
  • Interacted with clients to define and understand long-term goals and strategies
  • Alleviated issues by using innovative methods and effective problem-solving skills
  • Developed analysis methodologies and task requirements in tandem with senior management
  • Improved performance, hiring practices and management systems to facilitate success of client's organization
  • Collaborated with teams to define, strategize and implement marketing and web strategies
  • Analyzed problematic areas to provide recommendations and solutions
  • Prepared presentations to explain revisions, enhancements and process improvements of organization's systems and programs
  • Created monthly forecast templates and resource management allocations for approved projects
  • Implemented practices and procedures to reduce expenditures and increase savings
  • Organized and analyzed primary and secondary research to understand industry, market and company trends
  • Managed over 50 customer calls per day.
Fitzsimons Credit Union - Lead Teller
Aurora, CO, 06/2019 - 10/2019
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
  • Answered inquiries regarding checking and savings accounts and other related products
  • Received car loan, home loan and other payments and posted to accounts
  • Identified potential needs through observation, questioning and listening
  • Created teller schedule to keep weekly and weekend shifts properly staffed
  • Provided customers with appropriate literature on banking products and services
  • Introduced customers to other bank team members to help meet financial needs
  • Investigated and promptly resolved issues with patron accounts
  • Mentored newly hired team members on appropriate responses to patron questions
  • Wrote and distributed customer correspondence
  • Established rapport with new clients to increase satisfaction and loyalty
  • Managed over 50 customer calls per day.
Bbcn Bank - Teller
Lynnwood, WA, 06/2018 - 06/2019
  • Help customer with their financial needs by processing transactions
  • Build long lasting relationship with customer and team members
  • Help uncover financial needs of customers
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates
  • Educated customers on use of banking website and mobile apps
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
  • Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service
  • Processed customer transactions promptly, minimizing wait times
  • Identified sales opportunities and referred customers to branch partners in financial services
  • Managed over 50 customer calls per day.
Boston Private Financial Holdings - Relationship Manager
Miami, FL, 2002 - 2015
  • Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction
  • Generated new business and referral clients in partnership with financial advisors and branch team
  • Achieved client satisfaction and loyalty by establishing collaborative relationships, facilitating needs assessment
  • Assisted customers with opening accounts and signing up for new services
  • Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
  • Maintained knowledge on banking products and distribution to provide optimal service support
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills
  • Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals
  • Supported financial director with special projects and additional job duties
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients
  • Identified improvement changes regarding key processes for internal controls and accounting procedures
  • Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities
  • Increased sales by 10%
English :
Native or Bilingual
Negotiated :
Arabic :
Native or Bilingual
Negotiated :

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Resume Overview

School Attended

  • Sudan University of Science And Technology
  • Sudan Academy For Banking And Financial Sciences

Job Titles Held:

  • Small Business Sales Consultant
  • Lead Teller
  • Teller
  • Relationship Manager


  • A postgraduate Diploma
  • Bachelor’s Degree

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