Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Te'Shawn Harmon

Batesville,MS

Summary

Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills. I worked may way from contact center associate to in branch retail branch Team Lead/Assistant Manager within 2 1/2 years; I am looking to expand my management talents & abilities.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Financial Relationship Senior Consultant Team Lead

Regions Bank
01.2016 - Current
  • Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
  • Consulted with clients to assess and meet short- and long-term financial goal.
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.
  • Met or exceeded sales goals for assigned market while meeting individual client needs.
  • Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
  • Delivered high-quality customer service experience through understanding of sales process, policies and licensing requirements which contributed to retention and expansion of client relationships.
  • Increased assets under management by offering investment and insurance solutions to clients.
  • Promoted business to increase customer base and grow revenue.
  • Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.

88M Motor Transport Operator

US Army National Guard
11.2012 - 10.2019
  • Demonstrated safe driving by observing road rules, exercising caution in unfamiliar areas and maintaining vehicle control.
  • Loaded, balanced and secured product to safely transport goods.
  • Hooked and unhooked trailers from tractor and converter dollies.
  • Drove tractor-trailer combinations to transport and deliver products, livestock or other materials.
  • Utilized pallet jacks and forklifts to load and unload materials off trucks.
  • Read and interpreted maps to determine vehicle routes.
  • Conducted vehicle inspections before and after every trip and performed minor repairs to keep truck functional.
  • Logged driving hours and fuel usage data on time to keep reports current.
  • Conducted emergency roadside repairs, changed tires, replaced light bulbs and installed fuses and tire chains.

Senior Customer Service Specialist

The Walt Disney Company
01.2011 - 06.2012
  • Handled cash and credit card payments and returned receipts, change and payment cards to customers.
  • Trained new team members on proper service methods and evaluated service delivery using quality assurance program.
  • Utilized active listening skills and asked open-ended questions to ascertain customer call needs.
  • Implemented company processes to effectively resolve customer service issues.
  • Volunteered to handle complaints and issues for manager during busy time periods.
  • Assisted customers with billing, troubleshooting and account issues.
  • Reviewed incoming orders for accuracy and notified supervisors of discrepancies or errors.
  • Handled escalated queries and complaints from customers and staff, sharing positive outcomes as training tools.
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Managed customer conflicts and challenging situations by staying calm and accessing internal knowledgebases to develop strategic solutions.

Education

Bachelor of Science - Business Administration And Management

Grand Canyon University
Phoenix, AZ
02.2017

Bachelor of Science - Surgical Technology

Northwest MS Community College
05.2006

Skills

  • Honest and Dependable
  • Attention to Detail
  • Honest and Ethical
  • Critical Thinking
  • Analytical Thinking
  • Customer Complaint Resolution
  • Financial Goal Planning
  • Client Needs Assessment
  • Customer Referrals
  • Advising on Investments
  • Financial Plan Development
  • Verbal and Written Communication

Accomplishments

  • Consistently maintained high customer satisfaction ratings.
  • Led team to achieve Chairman's Club, earning recognition from the entire organization as being in the top 10% of all branches.
  • Produces $500-600k minimum consistently per quarter in loan production .
  • Consistently performs within the top 5% of production associates within the organization, while taking on coaching, managerial & branch operational duties simultaneously.

Certification

  • Licensed Financial Consultant/Annuity Investments - Series 6 [2015]
  • Life Insurance Producer (MS)
  • NMLS Licensed [2015]

Timeline

Financial Relationship Senior Consultant Team Lead

Regions Bank
01.2016 - Current

88M Motor Transport Operator

US Army National Guard
11.2012 - 10.2019

Senior Customer Service Specialist

The Walt Disney Company
01.2011 - 06.2012

Bachelor of Science - Business Administration And Management

Grand Canyon University

Bachelor of Science - Surgical Technology

Northwest MS Community College

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Te'Shawn Harmon