Ashley Feldman
Delray Beach,FL
Summary
Results-oriented banking professional who excels in communication, problem-solving, and adaptability to meet client needs and support team objectives. Demonstrated ability to establish strong client relationships, cross-sell financial products and services, and manage large quantities of cash. Skilled in assisting customers with accounts, transactions and banking product needs. Brings excellent communication skills combined with open and upbeat nature. Experienced in maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities.
Overview
16
16
years of professional experience
Work History
Marketing Account Executive
Capital advertising LLC
Fort Lauderdale, Florida
02.2021 - 09.2024
- Managed accounts for a state wide medical and legal personal injury referral service.
- Contacted law firms and medical providers to market services of the company.
- Owned the sales process from prospecting, discovery call, product demonstrations and business demonstrations.
- Built sustainable relationships prospects and clients.
- Worked closely with the marketing team on targeted sales-driven campaigns to increase leads.
Customer Service Representative
PNC Bank
Doylestown, Pennsylvania
07.2018 - 12.2020
- Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other financial transactions.
- Balanced currency, coin and checks in cash drawer.
- Sold, upsold and cross-sold products to bank customers to achieve revenue targets
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Developed strong relationships with customers by providing personalized assistance and support.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
- Presented existing and prospective customers with valuable service or product information to aid in decision-making.
- Identified opportunities to refer customers to other areas of the bank for additional services.
- Built and maintained client relationships through quality, personalized interactions.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
Financial Representative
Huntington Valley Bank
Warrington, Pennsylvania
10.2015 - 07.2018
- Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
- Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
- Cross-sold bank products such as savings accounts and credit cards to existing clients.
- Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
- Handled large sums of money with accuracy while maintaining appropriate levels of security
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Built and maintained client relationships through quality, personalized interactions.
- Secured long-term customer accounts, providing recommendations to promote service effectiveness and benefits to exceed client goals and needs.
- Boosted revenue, cultivating client relations, resolving issues and executing proficient account maintenance to develop new customer accounts.
- Developed relationships with business owners to promote commercial banking services.
- Conducted outbound calls to follow up on leads generated from marketing campaigns.
- Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
Beauty Advisor
Bon Ton Stores
Doylestown, PA
08.2013 - 10.2015
- Meet and maximize sales targets and established goals.
- Consistently reached sales goals with effective communication.
- Suggested suitable products matching the specific preferences of customers.
- Assisted in the development of new beauty products and services.
- Negotiated additional services to clients
- Maintained an up-to-date knowledge of all beauty products available for sale.
- Upsold additional beauty items when appropriate to increase sales revenue.
Industrial Sales and Commercial Sales
Ace Overhead Garage Doors
Huntingdon Valley, Pennsylvania
06.2008 - 08.2013
- Developed and maintained relationships with industrial customers.
- Researched and identified new business opportunities in the industrial sector.
- Provided technical support to existing customers.
- Conducted on-site visits to assess customer needs.
- Maintained accurate records of all contacts with customers and prospects.
Education
Bachelor of Arts - Communications
Lynn University
Boca Raton, FL05-2010
Skills
- Strong communications skills, time management and people skills
- Able to achieve goals, meet deadlines, and multi-task in a fast pace environment
- Team-player
- Attention to detail
- Experienced in all aspects of banking, customer service, building relationships and sales
Timeline
Marketing Account Executive
Capital advertising LLC
02.2021 - 09.2024
Customer Service Representative
PNC Bank
07.2018 - 12.2020
Financial Representative
Huntington Valley Bank
10.2015 - 07.2018
Beauty Advisor
Bon Ton Stores
08.2013 - 10.2015
Industrial Sales and Commercial Sales
Ace Overhead Garage Doors
06.2008 - 08.2013
Bachelor of Arts - Communications
Lynn University