Ashley Burgess
Winston-Salem,NC
Summary
Dynamic professional with a proven track record at First Citizens Bank, excelling in sales and customer relationships. Leveraged strong leadership and networking skills to exceed sales targets and enhance customer relationships. Recognized for developing tailored financial solutions and driving new business growth through effective client engagement and strategic marketing initiatives.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Service Representative
First Citizens Bank
02.2022 - Current
- Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals to partners.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Contributed to the development of targeted marketing campaigns that drove new account acquisition and deposit growth.
- Consistently exceeded bank sales targets by fostering strong rapport with customers and effectively addressing their needs.
Wedding Coordinator/Hotel Manager
Providence Catering
11.2018 - 02.2022
- Regularly analyzed guest feedback data to identify and address areas where improvements could be made, resulting in consistently high customer satisfaction ratings.
- Hired and trained new employees, demonstrating best methods for serving clients and guests.
- Ensured timely execution of all wedding day tasks, facilitating smooth transitions between ceremony components.
- Collaborated with clients to create personalized and memorable wedding experiences tailored to their preferences.
- Established strong relationships with local vendors, securing discounts and preferred availability for clients'' events.
Education
High School Diploma -
Forbush High School
East Bend, NC06-2012
Skills
- Leadership and management
- Know your customer
- Sales and marketing
- Networking
Certification
SIE
Work Keys Certified
Timeline
Financial Service Representative
First Citizens Bank
02.2022 - Current
Wedding Coordinator/Hotel Manager
Providence Catering
11.2018 - 02.2022
High School Diploma -
Forbush High School
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