Alin P. Balika
Auburn,WA
Summary
A dedicated and enthusiastic leader with experience in customer-facing positions including management, business lending and business consulting. Strong and decisive operations and customer service leader with excellent analytical, organizational, team building and planning skills. Dedicated to improving the company’s bottom line and expanding its client portfolio.
Overview
6
6
years of professional experience
Work History
Assistant Agency Manager/Employee Benefits Consultant
Platinum Benefits
Tacoma, WA
05.2021 - Current
- Full scope sales and marketing including cold calling, networking and developing referral partnerships
- Consultative outside sales with local businesses in the insurance industry
- Manage team of 10+ agents and assist with development of new business opportunities
- Assisted in developing training strategies for agents on topics such as product knowledge, sales techniques, customer service skills, etc. ensuring consistent delivery across the organization
- Conducted weekly team meetings to discuss goals, objectives and performance reviews
- Develop marketing strategies for for increasing agency growth
- Establish relationships with insurance companies, negotiate pricing and benefit structure
Small Business Consultant
Bank Of America, NA
Kent, WA
01.2020 - 06.2021
- Create and manage relationships with business clients through prospecting new client leads
- Consultative outside sales to businesses
- Facilitate business loan application processing under $5 million
- Establish referral partnerships with business professionals which have business clients
- Analyze financial condition of clients and industry trends
- Extensive understanding and interpretation of financial statements and cash flow analysis
Officer, Relationship Manager & Business Owner Specialist
Bank Of America, NA
Des Moines, WA
09.2018 - 01.2020
- Engage clients to understand financial needs and provide products and solutions
- Leverage partners i.e business bankers, mortgage officers and investment bankers to cover full client financial picture
- Business loan/line of credit originating under $100k
Officer, Relationship Manager
Bank Of America, NA
Des Moines, WA
05.2017 - 09.2018
- Consult with clients to discover financial needs
- Personal loan/line of credit origination
- Apply banking products to support financial needs
Relationship Banker
Bank Of America, NA
Des Moines, WA
05.2016 - 05.2017
- Handle Cash, support the operational/sales department of financial center
- Prospect new client leads
- Uncover client needs and process sales
- Provide convenient banking options
Education
Associate of Arts - Business
Highline College - IN PROGRESS
Des Moines, WA06.2018
Skills
- Consulting/Advising
- Project Management
- Staff Supervision/Mentoring
- Account Management
- Outside Sales and Marketing
- Collaboration with team members and partners
Languages
Romanian
Native or Bilingual
Russian
Full Professional
Spanish
Limited Working
Timeline
Assistant Agency Manager/Employee Benefits Consultant
Platinum Benefits
05.2021 - Current
Small Business Consultant
Bank Of America, NA
01.2020 - 06.2021
Officer, Relationship Manager & Business Owner Specialist
Bank Of America, NA
09.2018 - 01.2020
Officer, Relationship Manager
Bank Of America, NA
05.2017 - 09.2018
Relationship Banker
Bank Of America, NA
05.2016 - 05.2017
Associate of Arts - Business
Highline College - IN PROGRESS
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