
Dynamic sales professional with a proven track record at Charter Spectrum, excelling in client relations and strategic planning. Recognized for surpassing sales targets through effective customer engagement and upselling techniques. Adapt at leveraging technical support skills to enhance customer satisfaction and drive revenue growth. Committed to continuous performance improvement and team leadership.
Knowledgeable Sales Agent with background in driving revenue growth and fostering client relationships. Proven success in closing sales and building long-term partnerships. Demonstrated expertise in negotiation and communication.
Top performing Digital Financial Partner taking over 100 daily call volume and exceeding company expectations.
Provide exceptional member service through phone, video, chat, and digital banking channels by building strong relationships and identifying members' financial needs. Assist with opening and maintaining deposit accounts, processing loan applications, resolving account issues, and educating members on digital banking tools and financial products. Recommend appropriate products and services, including checking and savings accounts, certificates, credit cards, consumer loans, and mortgages, to help members achieve their financial goals. Ensure compliance with credit union policies and banking regulations while maintaining accurate records, preventing fraud, and delivering efficient, personalized service. Collaborate with internal teams to resolve complex issues, support member satisfaction, and consistently meet performance goals related to service quality, sales, and digital adoption.
Certified Accounting Technician