Beverly Henderson
Warren,MI
Summary
Results-driven financial sales consultant with expertise in client relationship management and tailored financial solutions. Proven ability to exceed revenue objectives while enhancing customer satisfaction and team performance.
Recent graduate with foundational knowledge in Accounting and hands-on experience gained through academic projects and internships. Demonstrates strong teamwork, problem-solving, and time-management skills. Prepared to start career and make meaningful contributions with commitment and drive.
Overview
25
25
years of professional experience
Work History
Financial Sales Consultant
PNC Bank
Pittsburgh, PA
02.2023 - Current
- Developed tailored financial solutions to meet client needs and enhance satisfaction.
- Mentored junior consultants in best practices for relationship-building, sales tactics, and product expertise.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Discussed financial options with clients and provided informed suggestions.
- Exceeded revenue objectives of $40,000 per quarter.
Financial Sales Representative
Michigan First Credit Union
Detroit, MI
11.2019 - 04.2022
- Developed tailored financial solutions to meet diverse member needs.
- Conducted thorough needs assessments to identify opportunities for cross-selling products.
- Provided excellent customer service, addressing concerns and resolving issues promptly.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Streamlined application processes, improving turnaround time for loan approvals.
- Educated members on credit union products and services to enhance financial literacy.
- Ensured compliance with all company policies, procedures, and regulatory requirements.
- Met with members to understand goals and recommend solutions to fit specific needs.
Relationship Banker
Chase Bank
Sterling Heights, MI
06.2018 - 10.2019
- Cultivated strong client relationships through personalized financial guidance and expert product knowledge.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Analyzed client needs to recommend tailored banking solutions, enhancing customer satisfaction and loyalty.
- Streamlined account opening processes, reducing onboarding time and improving operational efficiency.
- Enhanced client trust and loyalty by providing personalized financial advice and solutions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Analyzed customers' financial information to deliver personalized account guidance.
- Maintained in-depth product and service knowledge for well-informed customer advice.
Tax Professional
H & R Block Tax Services
Clinton Township, MI
10.2017 - 05.2018
- Prepared individual and business tax returns, ensuring compliance with federal and state regulations.
- Analyzed client financial information to identify eligible deductions and credits, optimizing tax benefits.
- Educated clients on tax strategies and changes in legislation, enhancing their understanding of tax implications.
- Reviewed and verified accuracy of completed returns, reducing errors through meticulous attention to detail.
- Successfully resolved client disputes with the IRS by providing detailed documentation, negotiating on their behalf, and ensuring a fair resolution.
- Streamlined the tax filing process for clients by utilizing advanced tax software and ensuring accurate data entry.
- Ensured error-free calculations by conducting rigorous reviews before submitting completed forms.
- Enhanced client satisfaction by providing personalized tax preparation services and addressing their specific financial needs.
- Established long-term relationships with clients based on trust, expertise, professionalism, attention to detail.
- Assessed client tax situations to determine best filing options.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Offered clients recommendations to reduce tax liabilities.
- Utilized tax software to prepare returns and meet deadlines.
- Reviewed client financial records for accuracy and completeness prior to filing.
Branch Manager
TCF Bank
Eastpointe, MI
10.2000 - 07.2017
- Mentored staff, fostering professional development and promoting a culture of accountability.
- Cultivated relationships with clients, addressing concerns to maintain high satisfaction levels.
- Oversaw training programs for new employees, enhancing team performance through skill development.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Oversaw daily branch operations, ensuring compliance with regulatory standards and maintaining operational integrity.
- Increased customer satisfaction with personalized banking solutions, tailoring services to meet individual financial goals.
- Ensured exceptional customer service, resolving issues swiftly to maintain trust and satisfaction.
- Elevated staff morale and productivity by introducing system of rewards and recognition for outstanding performance.
Education
Bachelor of Science - Accounting
University of Phoenix
Tempe, AZ12-2024
Skills
- Insurance sales
- Sales development
- Sales management
- Account development
- Financial needs assessment
- Debt management
- Tax planning
- Document notarization
- Goal oriented
- Performance tracking
- Teamwork and collaboration
- Customer service
- Problem-solving
- Time management
- Problem-solving abilities
- Reliability
- Excellent communication
- Critical thinking
- Computer skills
- Organizational skills
- Team collaboration
- Active listening
- Effective communication
- Adaptability and flexibility
- Verbal and written communication
- Decision-making
- Detail-oriented
- Relationship building
- Microsoft office
- Task prioritization
- Self motivation
- Product knowledge
- Coaching and mentoring
- Interpersonal skills
- Documentation
- Know your customer
- Goal setting
- Risk assessment
- Professionalism
- Prospecting and networking
- Statement reconciliation
- Product and service sales
- Compliance adherence
- Dispute resolution
- Multitasking Abilities
Timeline
Financial Sales Consultant
PNC Bank
02.2023 - Current
Financial Sales Representative
Michigan First Credit Union
11.2019 - 04.2022
Relationship Banker
Chase Bank
06.2018 - 10.2019
Tax Professional
H & R Block Tax Services
10.2017 - 05.2018
Branch Manager
TCF Bank
10.2000 - 07.2017
Bachelor of Science - Accounting
University of Phoenix