Allison Petty
Fort Myers,FL
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. Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth.
Overview
8
8
years of professional experience
Work History
Financial Relationship Consultant
Huntington National Bank
Barrington, IL
07.2022 - Current
- Recommended strategies to clients to help achieve financial goals.
- Evaluated customer credit reports to identify potential risks associated with lending decisions.
- Developed and expanded financial planning relationships with customers through loyal and dedicated service.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.
- Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
- Maintained accurate records of customer transactions using a variety of software programs.
- Provided ethical, objective and holistic financial planning advice to clients.
- Reviewed documents such as wills, trusts, insurance policies for accuracy before submitting them for approval.
- Developed strong relationships with customers by understanding their individual needs and goals.
Sales Manager/Finance Manager
Volkswagen
Elgin, IL
10.2015 - 07.2022
- Recorded sales orders, processed paperwork, and delivered documentation to customers to finalize sales process.
- Followed up with customers to build long-term relationships and successful referrals.
- Processed paperwork associated with vehicle purchases including title transfers, financing documents and trade-in agreements.
- Coached, developed and motivated team to achieve revenue goals.
- Implemented process changes designed to streamline workflow within the department.
- Analyzed customer data to identify trends, preferences, and opportunities for growth.
- Developed sales plans, goals, strategies and objectives to achieve team goals and revenue objectives.
- Approved and qualified applications for financing, closed sales contracts and cross-sold insurance products while complying with state laws.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Negotiated contracts with vendors in order to obtain competitive pricing structures.
Education
Bachelor of Science - Health Administration
University of Phoenix
Tempe, AZSkills
- Pipeline Management
- Client Relations
- Process Improvement
- Account Performance Reviews
- Relationship Building and Management
- Sales Expertise
- Financial Advising
- Business Development
- Staff Management
- Sales Tracking
- Performance Management
- Profitability Optimization
- Sales Team Training
- Client Relationship Management
- New Business Development
- Account Management
- Sales Reporting
- Rapport and Relationship Building
- CRM Software
- Product Knowledge
- Exceptional Multi-Tasker
Timeline
Financial Relationship Consultant
Huntington National Bank
07.2022 - Current
Sales Manager/Finance Manager
Volkswagen
10.2015 - 07.2022
Bachelor of Science - Health Administration
University of Phoenix