Blaise Donaldson
Summary
I consider my strongest asset to be a hard worker with high customer service skills. As a fast learner and goal oriented person, I believe my problem solving abilities to certainly be an asset for my future employer
Overview
2
2
years of professional experience
Work History
Client Relations Specialist
Charles Schwab
Scottsdale
09.2024 - Current
- Collaborated with financial advisors to address client needs and resolve issues effectively.
- Managed multiple projects simultaneously while meeting tight deadlines without compromising quality standards.
- Helped customers open accounts, make deposits, update information, and carry out range of routine actions.
Associate Personal Banker
Wells Fargo
Scottsdale
01.2024 - 09.2024
- Created fellowship with new and existing clients to better serve financial needs and promote branch loyalty.
- Recognized transaction needs and educated clients on service and digital channels to assist with self-service.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
Logistics Account Executive
Total Quality Logistics Inc.
Tempe
2022 - 11.2023
- Built strong, professional relationships through identification of client needs, which increased overall sales and opportunities.
- Generated sales by prospecting leads, cold calling and negotiating advantageous deals.
- Boosted sales by executing complete sales cycle process from prospecting leads through contract negotiations and close.
Sales Rep
Sky Distributing
Las Vegas
2020 - 2021
- Monitored customer order process and addressed customer issues.
- Fostered relationships with customers to expand customer base and retain business.
- Answered customer questions and responded quickly to problems and complaints in person, on phone and by email.
Education
Some College (No Degree) - Finance
Western Governors University
Salt Lake City, UTSkills
- Organizational skills, multitasking,
and problem solving - Leadership Experience
- Deep Understanding of Microsoft outlook,
word, and excel - Strong customer service skills
Timeline
Client Relations Specialist
Charles Schwab
09.2024 - Current
Associate Personal Banker
Wells Fargo
01.2024 - 09.2024
Logistics Account Executive
Total Quality Logistics Inc.
2022 - 11.2023
Sales Rep
Sky Distributing
2020 - 2021
Some College (No Degree) - Finance
Western Governors University