Prepared presentations for prospective clients demonstrating features of merchant services products.
Microsoft Office skills, including using Excel for financial analysis and proposals build up
Excellent verbal, written, and interpersonal skills, with experience effectively working and communicating with internal partners both in person and remotely
Participated in trade shows and events promoting merchant services products.
Participated in monthly meetings with senior leadership team members to review performance metrics.
Assisted in onboarding new merchants by providing training on products and services offered.
Negotiated contracts with clients to ensure favorable terms for both parties.
Identified potential new clients through industry research such as canvassing and cold calling with internal partner.
Coached, developed and motivated team to achieve revenue goals.
Experience / ability working in a high paced environment, with strong organizational, multi-tasking, and prioritizing skills
Business Specialist
Wells Fargo
Fresno, CA
10.2021 - 10.2022
Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
Generated new leads through various prospecting methods, presenting opportunities to sell services and build larger client base.
Achieved client loyalty through quality, productivity, service and proactive management.
Offered clients personalized options to answer wide range of needs.
Collaborated with various departments to improve communication and deliver individualized customer solutions.
Negotiated terms for management services and financing to close deals with hesitant clients and retain relationships.
Drafted sales sales management reports identifying clients at risk and analyzing quality of service and implementation of new strategies.
Developed marketing plan based on client data to acquire new relationships and expand existing ones.
Collaborated with managers to identify and develop new markets according to strategic plan, analyzing potential opportunities and challenges.
Rising Star/SME
Wells Fargo Bank
El Monte, CA
10.2019 - 10.2021
Mentored newly hired employees .
Designed curriculum and lesson planning to meet instructional goals for new hire training.
Coordinated resources necessary to provide distance learning services to 11-13 students.
Assisted in floor support when short staff .
Take escalated calls to execute problem resolution steps in compliance with Wells Fargo Complaints Management policies.
Provided 1:1 coaching sessions to newer team members to make sure they stay under compliance as well to provide the best customer experience.
Participated in multiple project pipelines to help increase account opening percentage. Exceeded productivity goals by 33%.
Inbound Sales Representative
Wells Fargo Bank
El Monte, CA
02.2019 - 10.2021
Enhanced relationships by providing excellent service to small business customers.
Implemented processes and protocols to validate and monitor risk assessments.
Resolved customer inquiries to achieve high standard of service.
Consulted with small business customers to determine needs and means and propose personalized banking solutions.
Educated customers on variety of loan products and available credit options to promote valuable decision-making.
Monitored queues and email inboxes to respond to consumers via multiple media formats.
Coordinated topics with call center scripts to handle consumer questions, delivering appropriate answers.
Managed high volumes of inbound and outbound calls in fast-paced environment to build, cultivate and establish lucrative client relationships.
Identified consumer needs, clarified information and researched issues to provide alternative solutions.
Membership Service Consultant
American First Credit Union
La Habra, CA
06.2018 - 02.2019
Networked to build client base and promote products to new and existing clients.
Developed highly effective teams to support branch operations and cultivate customer
Expanded client base through consistent product promotion and sales strategy.
Managed opening and closing times for the main branch.
Established new consumer and business accounts including checking, savings, lines of credit and loans.
Created strategic financial solutions to suit client needs and promote branch services.
Personal Banker /Business Consultant Advocate
Wells Fargo Bank
La Puente, CA
03.2016 - 06.2018
Provide personal and business financial counseling, assist with lending services, and build relationships with existing customers to sustain high satisfaction ratings and retention.
Expand customer relationships by maintaining a regular follow-up process and building rapport with each customer.
Conducted individual financial analysis to determine appropriate loan and credit options.
Maintain strict confidentiality for all client information.
Work closely with management to strategize sales techniques to increase branch
production and customer service. Maximized on sales behaviors to increase individual
consumer, business, and lending goals.
Established connections with new clients through proactive follow-up strategies.
Networked to build client base and promote products to new and existing clients.