Summary
Overview
Work History
Education
Skills
Timeline
Generic

Brent Jones

Fort Worth,TX

Summary

Detail-oriented financial services & sales professional with a strong background in client relationship management, consultative selling, and business growth. Proven ability to consistently exceed performance goals, uncover client needs & recommend tailored solutions. Adept at working in fast-paced environments, adapting to change, and delivering exceptional client experiences.

Overview

7
7
years of professional experience

Work History

Advanced Client Solutions

Bank of America
12.2023 - Current
  • Conduct in-depth discovery conversations to identify client financial needs and recommend appropriate banking products and services.
  • Open and maintain consumer accounts, including checking, certificates of deposit, and credit cards.
  • Partner with internal specialists by generating referrals for home lending, investments, and small business solutions.
  • Deliver consistent, high-quality client service while ensuring compliance with banking standards and procedures.

Territory Sales Representative

Champion Window
07.2022 - 12.2023
  • Consistently achieved and exceeded monthly sales targets by effectively communicating product value and benefits.
  • Built and maintained a strong pipeline through lead prospecting, referrals, and relationship development.
  • Converted prospective customers into clients using a consultative approach tailored to individual needs.
  • Maintained up-to-date knowledge of market trends and competitive offerings.
  • Closed over $100,000 in sales in multiple months, ranking among top performers in the branch.

Senior Sales Consultant

The Source
07.2019 - 06.2022
  • Led and monitored individual and team performance to ensure achievement of sales and service metrics.
  • Applied consultative sales strategies and executed marketing initiatives to drive new business growth.
  • Increased residential home services market share by 15% through targeted territory penetration strategies.
  • Produced detailed sales and productivity reports to support forecasting and performance improvement.
  • Trained and mentored team members on consultative selling techniques and follow-up best practices.

Education

Bachelor of Commerce - Global Business Management

Saint Mary’s University
Halifax, Nova Scotia
05.2019

Skills

  • Client Needs Assessment & Discovery
  • Relationship Management
  • Market Research & Competitive Analysis
  • Business Growth & Territory Development
  • Consultative & Solution-Based Sales
  • Financial Products & Services

Timeline

Advanced Client Solutions

Bank of America
12.2023 - Current

Territory Sales Representative

Champion Window
07.2022 - 12.2023

Senior Sales Consultant

The Source
07.2019 - 06.2022

Bachelor of Commerce - Global Business Management

Saint Mary’s University
Brent Jones