Austin Vinson
Financial Sales
Erlanger,KY
Summary
Dedicated financial professional offering six years of financial industry success. Familiar with bank regulations, financial best practices and effective sales strategies. Builds productive relationships to drive business growth.
Overview
8
8
years of professional experience
Work History
Gig Worker
Upshift
Florence, KY
01.2018 - Current
- Loaded, unloaded and moved material to and from storage and production areas.
- Restocked items on shelves and bins to keep inventory available.
- Verified documentation and condition of freight to assure quality standards were achieved.
- Adhered to company policies, safety procedures and performance standards.
- Offered exceptional customer service to all guests.
- Performed general housekeeping and cleaning tasks.
- Observed packing operations to verify conformance to specifications.
- Evaluated staff performance and provided coaching to address inefficiencies.
AML/KYC Officer
Citibank
Florence, KY
06.2021 - 01.2022
- Conducted KYC formality reports on questionable accounts and transactions.
- Conducted thorough reviews for high risk clients based on stratified risk level guidelines.
- Determined customer risk ratings based on analysis and research findings.
- Partnered with client-facing teams to collect legal documents and associated information for regulatory and internal policies.
- Researched and interpreted corporate documentation to determine business and ownership structure.
- Supported KYC processes for prospective and existing customers.
- Reviewed new prospect KYC documents to meet requirements and determine business model risk.
- Prepared high-risk reviews with results and recommendations for customer onboarding, closure and retention.
Sales Manager
Citibank
Florence, KY
12.2016 - 06.2021
- Led account planning strategy sessions aimed at retaining and acquiring customers and increasing business opportunities.
- Established and cultivated solid business relationships with new or existing customers.
- Promoted continuing education opportunities for sales team to bolster skills and add value to department.
- Interpreted sales and pricing policies to departmental personnel and customers.
- Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
- Maintained ethical and positive working environment to reduce turnover and promote high retention rates.
- Resolved customer issues quickly to close deals and boost client satisfaction.
- Closed lucrative sales deals using strong negotiation and persuasion skills.
- Used vendor expertise to deliver educational content to sales team.
- Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
Service Agent
Citibank
Florence, Kentucky
12.2015 - 12.2016
- Maintained well-developed relationships with customers and fellow employees using strong problem-solving and positive engagement skills.
- Suggested add-on services that would be helpful to customers and improve bottom line.
- Handled customer issues with confidence, using complex problem solving to provide effective resolution.
- Escalated incidents to next level to remain compliant with company's standards and procedures.
- Maintained high customer satisfaction standards to meet or exceed targets.
- Documented problems and corrective actions to maintain records.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Investigated and resolved accounting, service and delivery concerns.
- Promptly responded to inquiries and requests from prospective customers.
- Sought ways to improve processes and services provided.
- Reduced process inconsistencies and effectively trained team members on best practices and protocols.
Education
Diploma -
Lloyd Memorial High School
Erlanger, KY 08.2011 - 05.2014
Skills
Problem-Solving
Excellent Communication
Decision-Making
Strategic account development
Finance
Advanced financial analysis
Teambuilding
Analytical and Critical Thinking
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
To solve any problem, here are three questions to ask yourself : What could I do? What could I read? Who could I ask?
Jim Rohn
Timeline
AML/KYC Officer
Citibank
06.2021 - 01.2022
Gig Worker
Upshift
01.2018 - Current
Sales Manager
Citibank
12.2016 - 06.2021
Service Agent
Citibank
12.2015 - 12.2016
Diploma -
Lloyd Memorial High School
08.2011 - 05.2014