Adji Samba
Brownsburg,IN
Summary
Dedicated and results-driven Financial Services Professional with a proven track record in banking, client relationship management, and strategic financial planning. Skilled in cross-selling financial products, regulatory compliance, and building client trust. Recognized for delivering exceptional customer service and driving portfolio growth through a client-focused approach. Well-coordinated and highly successful professional experienced in tracking market trends, monitoring changes and promoting product offerings to prospective customers. Born connector proficient in building long-lasting customer relationships and promoting consistent sales. Persuasive communicator with proactive and industrious nature.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Marketing & Sales Coordinator
TrustAgain LLC
01.2024 - Current
- Promote home health services through direct outreach and referral partnerships.
- Manage marketing campaigns, boosting brand visibility and lead conversion.
- Coordinate with cross-functional teams to align outreach with business goals.
Financial Services Representative
Charles Schwab
11.2023 - 12.2024
- Assist clients with investment services, account setup, and financial planning guidance.
- Ensure regulatory compliance and accurate record-keeping for investment transactions.
- Resolve client issues with empathy and efficiency, contributing to high retention and satisfaction rates.
Department Lead
Sur La Table
07.2021 - 11.2023
- Led warehouse operations and trained a 30+ member team to improve efficiency and reduce shipping damage.
- Exercised discretion and judgment in managing fast-paced environment adapting to change with sense of urgency.
- Optimized documentation and communication processes, enhancing client and internal support experiences.
Customer Service Representative II
Anthem, Inc.
03.2019 - 06.2021
- Delivered benefit guidance and escalated support for complex client issues.
- Managed cross-department coordination to improve resolution time and client satisfaction.
- Answered inbound calls, chats and emails to facilitate customer service.
Education
Bachelor of Science - Data Analytics
Purdue University
Skills
- Financial Product Promotion
- Customer Relationship Management (CRM)
- Investment Services & Planning
- Cross-Selling & Upselling
- CRM Tools
- Marketing strategy
Certification
- Securities Industry Essentials (SIE)
- FINRA Series 7
- FINRA Series 63
Timeline
Marketing & Sales Coordinator
TrustAgain LLC
01.2024 - Current
Financial Services Representative
Charles Schwab
11.2023 - 12.2024
Department Lead
Sur La Table
07.2021 - 11.2023
Customer Service Representative II
Anthem, Inc.
03.2019 - 06.2021
Bachelor of Science - Data Analytics
Purdue University