Alexander Salata
Bowling Green,Kentucky
Summary
Enthusiastic and hardworking professional with 13 years of experience in customer service, sales, money management, lending, vendor relations as well as, retention and collections. Reliable, diligent and flexible with excellent communication skills. Excels at maintaining strong working relationships with all team members and customers.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Financial Advisor
US Bancorp Investments
Bowling Green, KY
10.2023 - Current
- Build strong relationships with clients, while maintaining trust and loyalty in managing their financial portfolios.
- Educate clients on various financial matters and provide professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Develop personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Meet with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Client Relationship Consultant
US Bank
02.2021 - 10.2023
- Provided accurate information about promotions, customer programs, and products, helping drive high customer retention.
- Improved sales abilities and product knowledge on continuous basis to provide optimal service and achieve quotas.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Strengthened customer relationships by listening to customer concerns and giving priority to service requirements.
- Built long-term, loyal customer relations by providing top-notch service and detailed order, account, and service information.
- Learned and maintained in-depth understanding of product information, providing knowledgeable responses to diverse questions.
Return to Manufacturer Specialist
Lowe's Home Improvement
02.2016 - 02.2021
- Prepare weekly and monthly reports, mark down broken or open inventory, determine eligibility for credit and maintain excellent relationships with outside vendors
- Responsible for over $250,000 worth of damaged inventory each quarter.
Front End Loader/Cashier
Lowes Home Improvment
03.2015 - 02.2016
- Made sure carts were replenished, helped customers load merchandise in their vehicles, retrieved special orders and helped out throughout the entire store including operating cash registers and helping the delivery team.
Retention Specialist, Telemarketer and Customer Service Representative
Daily News
08.2011 - 10.2021
- Responsible for collections of unpaid accounts, subscription sales to new and former customers and customer service
- Use Excel and Microsoft Word to keep records of past due accounts
- Prepare monthly charges and credits for newspaper carriers and customers
- Have tripled sales over previous telemarketer
- Handle all aspects of customer service including complaints, new subscriptions, payments and help newspaper carriers with clerical needs.
Education
Associates Degree - Business Management
South Central Kentucky Technical and Community College
Skills
- Effective Working Relationships
- Work Task Management
- Sales Strategies
- Recordkeeping Compliance
- Critical Thinking
- Sales Expertise
- Customer Retention Strategies
- Customer Engagement
- Relationship Building
Certification
SIE
Series 6
Series 7
Series 63
Series 65
Timeline
Financial Advisor
US Bancorp Investments
10.2023 - Current
Client Relationship Consultant
US Bank
02.2021 - 10.2023
Return to Manufacturer Specialist
Lowe's Home Improvement
02.2016 - 02.2021
Front End Loader/Cashier
Lowes Home Improvment
03.2015 - 02.2016
Retention Specialist, Telemarketer and Customer Service Representative
Daily News
08.2011 - 10.2021
Associates Degree - Business Management
South Central Kentucky Technical and Community College