Ashley Burgess
Winston Salem,NC
Summary
Resourceful senior sales representative skilled at helping customers and maintaining business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial issues. I am motivated and would like the opportunity to obtain my license in order to better help our customers meet their financial goals professionally and personally.
Overview
10
10
years of professional experience
Work History
Senior Sales and Service Representative
First Citizens Bank
Kernersville, NC
02.2022 - Current
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Developed customized solutions of deposit, lending and other products for small business customers.
- Developed tailored solutions to meet individual banking needs.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
- Educated customers on use of banking website and mobile apps.
- Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Built relationships with customers by learning about financial needs, understanding life events and goals and following up through proactive outreach and appointments.
Insurance Sales
State Farm
Yadkinville, NC
08.2019 - 12.2021
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Server/Bartender
Ryans Restaurant
Winston Salem, NC
09.2017 - 12.2021
- Cultivated warm relationships with regular customers.
- Worked with POS system to place orders, manage bills and handle complimentary items.
- Arranged and prepared tables for customers to offer memorable experiences to guests and foster repeat business.
- Upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers.
- Shared knowledge of menu items and flavors, enabling customers to make personal decisions based on taste and interest.
Tanglewood Park Associate
Providence Catering
Clemmons, NC
04.2017 - 05.2020
- Welcomed each new arrival pleasantly and confirmed reservations and identification.
- Liaised with housekeeping and maintenance staff to address requests and complaints made by guests.
- Answered multi-line phone system to respond to inquiries and transfer calls to correct departments and personnel.
- Conducted initial consultation with clients to discuss wedding details, venue options and other logistics to understand vision and budget.
- Performed face-to-face meetings to finalize contract for services and event details.
- Provided friendly, courteous service to create memorable moments for guests.
Education
Online Program - Finance
Liberty University
Lynchburg, VA05.2024
High School Diploma -
Forbush High School
East Bend, NC05.2012
Skills
- Teller Support
- Cross-Selling and Partner Referrals
- Product and Service Knowledge
- Social Perceptiveness
- Business Relationship Management
Timeline
Senior Sales and Service Representative
First Citizens Bank
02.2022 - Current
Insurance Sales
State Farm
08.2019 - 12.2021
Server/Bartender
Ryans Restaurant
09.2017 - 12.2021
Tanglewood Park Associate
Providence Catering
04.2017 - 05.2020
Online Program - Finance
Liberty University
High School Diploma -
Forbush High School
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