Candice Keil
Portland,OR
Summary
Financial Service Associate with background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills. Proven success in streamlining selling processes for optimized support and reaching monthly goals at work.
Overview
8
8
years of professional experience
Work History
Financial Sales Associate
US Bank NA
Gresham, OR
11.2017 - Current
- Motivated high-performing sales team to increase sales by 100% through monthly sales goals.
- Oversaw financial sales to monitor compliance with legal requirements and company policies.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- 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.
- Oversaw financial sales to monitor compliance with legal requirements and company policies
SALES ASSOCIATE
COMCAST
Beaverton, OR
03.2017 - 10.2017
- Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
- Enhanced productivity by staying on top of call scripts and maintaining control over direction of conversations.
- Addressed escalated customer service issues sent from sales and service teams to save customer relationships.
- Maintained and encouraged customer loyalty through courteous and efficient resolution of disputes, complaints and discrepancies.
- Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
- Recommended products to customers and suggested other options if preferred product was unavailable.
- Prepared merchandise for sales floor by pricing or tagging.
- Provided positive first impressions to welcome existing, new, and potential customers
- Solved customer challenges by offering relevant products and services
- Engaged with customers to effectively build rapport and lasting relationships
- Engaged with customers to build rapport and loyalty
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations
- Assessed customer needs and utilized suggestive selling techniques to drive sales
- Generated new sales leads to achieve and exceed monthly sales goals
- Contributed to team objectives in fast-paced environment
Call Center Customer Service Specialist
Charter Communications, Spectrum
Vancouver, WA
11.2014 - 03.2017
- Resolved customer complaints and addressed emergency requests and needs.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Adhered to company policies and scripts to consistently achieve call-time and quality standards.
- Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
- Educated customers on current promotions, upgrades or new offerings available under current plan.
- Helped, large volume of customers every day with positive attitude and focus on customer satisfaction
- Answered over 50-60 calls per shift to meet fast-paced call center demands
Education
Associate of Arts - TRAVEL AND HOTEL MANAGEMENT
CONDIE JUNIOR COLLEGE
Campbell, CA06.1986
Skills
- Sales Development
- Long-Term Sales Strategies
- Customer Experience
- New Business Opportunities
- Revenue Growth
- Customer Satisfaction
- Customer Relations
- Customer Needs Assessments
- Customer Service and Assistance
Additional Information
I have over 15 years of working and volunteering at 3 local churches in the area. I worked in the children's day care at New Beginnings in Gresham Oregon. I also volunteer in helping with counting the offerings after the services. I helped with the selling of merchandise in the book store. I also helped with answer the phones and praying with others. I have been serving at Crossroads for the past 2 years helping with the new believers. I also make calls to new believers to check in with them and see if there is anything we can pray with them about.
Timeline
Financial Sales Associate
US Bank NA
11.2017 - Current
SALES ASSOCIATE
COMCAST
03.2017 - 10.2017
Call Center Customer Service Specialist
Charter Communications, Spectrum
11.2014 - 03.2017
Associate of Arts - TRAVEL AND HOTEL MANAGEMENT
CONDIE JUNIOR COLLEGE