Motivated team player with 25+ years in management and sales, adept redesigning business operations to drive Innovations in business operations to enhance customer service and sales goals to exceed company and customer expectations.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Banker
Citizens Bank
05.2023 - Current
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Developed and maintained strong customer relationships, providing exceptional service and advice.
Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
Educated customers on features and benefits of banking products and services.
Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
Strengthened customer relationships through attentive service and prompt resolution of inquiries.
Collaborated with team members to consistently meet or exceed branch sales targets and objectives.
Insurance Agent
AAA Auto Club Group
11.2022 - 05.2023
Built strong relationships with clients through consistent communication and excellent customer service.
Responded to customer calls swiftly to resolve issues and answer questions.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Maintained high standards of customer service by building relationships with clients.
Cross-sold insurance products to existing clients to reach sales targets.
Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
Sales Representative and Key Manager
DriveTime Used Cars
06.2018 - 11.2022
Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
Generated additional sales opportunities with upselling and cross-selling techniques.
Expanded customer base through cold calling, networking, and relationship building.
Increased sales revenue by identifying and targeting high-potential accounts.
Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
Increased financial efficiency by streamlining and automating financial reporting processes.
Established robust financial controls and policies, significantly reducing risk of fraud and ensuring compliance with financial regulations.
Ensured compliance with federal regulations and company policies regarding automotive financing transactions.
Collaborated with sales managers to develop effective strategies for overcoming financial obstacles during vehicle negotiations.
Demonstrated expertise in various financial products, creating tailored presentations for customers, showcasing the benefits of specific financing plans based on their unique needs.
Wireless Mobile Agent
Best Buy
03.2018 - 04.2021
Informed clients of policies and procedures.
Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
De-escalated and resolved customer complaints with punctual, polite and professional service.
Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
Enhanced client satisfaction by promptly addressing inquiries and providing accurate information on products and services.
Consistently met compliance requirements for the agency by promptly completing mandatory continuing education courses and staying current on industry regulations.
Owner / Operator
Cricket Wireless
02.2014 - 03.2018
Managed day-to-day business operations.
Provided exceptional customer service, addressing issues promptly to ensure customer satisfaction and repeat business.
Increased customer satisfaction by providing high-quality services and timely communication.
Managed daily operations for optimal efficiency, streamlining processes to reduce costs.
Established strong relationships with suppliers, ensuring consistent delivery of goods and services at competitive prices.
Developed and implemented successful marketing strategies, resulting in increased brand awareness and customer base.
Supervised various locations, enforcing high-quality standards of operation.
Ensured compliance with company policies and procedures as well as federal/state regulations by conducting regular audits of operational practices at each location within the district.
Oversaw successful store openings, coordinating logistics, staffing, training, and promotional efforts to ensure smooth transitions for new locations.
Fostered an environment of open communication between management teams across the district to share best practices in operations optimization and problem-solving techniques.
Achieved consistent revenue growth by identifying new business opportunities and expanding existing client base within the district.
Education
Certificate - Culinary Arts
Nothern Westmoreland Career And Tech Center
New Kensington, PA
06-1998
Skills
Customer service
Creative thinking
Cash management
Cross-selling expertise
Consumer banking
Customer Service-oriented
Relationship building
Analytical thinking
Developing customer relationships
Customer relationship management
Risk management policies
Self-motivated nature
Bank sales
Follow-up skills
Educating clients
Regulatory compliance
Sales proficiency
Documentation skills
Portfolio management
Persuasive communication style
Branch operations
Operational risk
Operations management
Qualifying customers
Financial planning
Risk mitigation
Developing work schedules
Meeting sales goals
Account openings
Wealth management
Experience management
Team collaboration
Product promotion
Team coaching and training
Customer education
Certification
Notary Public - PA Secretary of State or other designated state authority.
Timeline
Banker
Citizens Bank
05.2023 - Current
Insurance Agent
AAA Auto Club Group
11.2022 - 05.2023
Sales Representative and Key Manager
DriveTime Used Cars
06.2018 - 11.2022
Wireless Mobile Agent
Best Buy
03.2018 - 04.2021
Owner / Operator
Cricket Wireless
02.2014 - 03.2018
Notary Public - PA Secretary of State or other designated state authority.
Certificate - Culinary Arts
Nothern Westmoreland Career And Tech Center
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