LiveCareer-Resume

sr business specialist resume example with 8+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
  • :
Professional Summary

Accomplished Sr Business Specialist with 7 years of experience interacting with customers to increase sales and offer services. Seasoned expert at promoting products and offerings, creating new accounts and assisting customers with various requests. Motivated and results-oriented with background increasing new customer accounts and maximizing services among existing customers. Dedicated banking professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Enthusiastic Relationship Manager eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Motivated to learn, grow and excel in banking.

Skills
  • Multitasking and Prioritization
  • Building Customer Trust and Loyalty
  • Verbal and Written Communication
  • Spanish and English speaker
  • Understanding Customer Needs
  • Computer Proficiency
  • Complex Product Knowledge
  • Establishing and Maintaining Customer Relationships
  • Excellent Attention to Detail
  • Inbound and Outbound Calling
  • Hard worker and professional
Work History
Sr Business Specialist, 04/2019 to Current
Nextera Energy, IncJupiter, FL,
  • Maintained friendly and professional customer interactions.
  • Presented products and services to customers using in-depth knowledge to answer questions.
  • Opened new accounts and made changes to existing accounts.
  • Identified customer desires and goals through needs-based sales tactics.
  • Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
  • Developed customized solutions of deposit, lending and other products for small business customers.
  • Prospected for new business through networking, community outreach and customer referral generation.
  • Executed wire transfers, stop payments and account transfers.
Business Specialist, 04/2017 to 04/2019
Crossfirst Bankshares, Inc.Frisco, TX,
  • Developed customized solutions of deposit, lending and other products for small business customers.
  • Prospected for new business through networking, community outreach and customer referral generation.
  • Utilized CRV tool to generate leads.
  • Worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
  • Delivered exceptional experience and maintained productive relationships with area small businesses.
  • Provided leadership and direction to grow team portfolio and increase revenue.
  • Opened new accounts and made changes to existing accounts.
Personal Banker, 07/2015 to 04/2017
Midland States Bancorp, IncClayton, MO,
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Helped customers complete online banking services and assisted with user access problems such as forgotten passwords.
  • Alleviated call loads by educating customers about how to effectively navigate site tools and pages for future banking needs.
  • Managed leads and referrals for prospects interested in specific bank products such as loans and credit cards.
  • Improved customer satisfaction by going above-and-beyond to answer questions and offer expert support.
  • Stayed current on changing products, services and policies to offer exceptional service to customers.
  • Presented new and additional products and services to existing customers.
  • Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
Lead Teller, 07/2013 to 07/2015
Trustone FinancialKenosha, WI,
  • Educated customers on use of banking website and mobile apps.
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Provided customer records, account statements and copies of checks.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Counted and packaged currency and coins.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Turned in excess cash to maintain drawer security.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Processed customer transactions promptly, minimizing wait times.
  • Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
  • Maintained friendly and professional customer interactions.
  • Received loan and utility payments, sending funds to correct destinations.
  • Audited fellow teller currency to contribute to dual-control procedures.
Education
Associate of Arts: Business Administration And Management, Expected in 05/2015 to Miami Dade College - Miami, FL,
GPA:
High School Diploma: , Expected in 05/2009 to Hialeah High School - Hialeah, FL
GPA:
Accomplishments


  • Achieved a variety of approved lending products by completing application verification with accuracy and efficiency.
  • Maintaining and creating long-life relationship by contacting prospecting leads and book of business.

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Resume Overview

School Attended

  • Miami Dade College
  • Hialeah High School

Job Titles Held:

  • Sr Business Specialist
  • Business Specialist
  • Personal Banker
  • Lead Teller

Degrees

  • Associate of Arts
  • High School Diploma

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