Carla Maxwell
North Carolina
Summary
Experienced and results-driven customer service and sales professional with experience across the retail, banking, and insurance industries. Adept at building long-term client relationships, resolving customer concerns with empathy, and consistently meeting or exceeding performance targets. Strong communicator and team player with a background in outbound sales, cold calling, upselling, and problem resolution. Looking to bring a solutions-focused mindset to a customer-oriented team.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Relationship Banker
PNC Bank
01.2024 - Current
- Executed account management by opening and closing accounts, processing loans, and authorizing transactions.
- Delivered tailored banking advice and product recommendations to personal and small business clients.
- Conducted outbound calling campaigns to schedule appointments and expand client base.
- Resolved customer concerns swiftly and professionally to maintain high satisfaction levels.
- Collaborated with team members to achieve individual and branch performance objectives.
Customer Service Associate
Thrive
01.2017 - 01.2021
- Assisted clients with service requests and insurance concerns via phone and email.
- Educated customers on insurance policies, providing tailored recommendations.
- Resolved complaints using patience and critical thinking skills.
- Documented all customer interactions for quality assurance purposes.
- Collaborated with internal teams to enhance overall customer satisfaction.
Sales Manager
Super Sonic Sales
01.2000 - 01.2017
- Conducted local presentations to engage community members.
- Recruited and trained new consultants to enhance team effectiveness.
- Serviced customer billing inquiries to ensure prompt resolution.
- Performed filing, data entry, and collections to maintain accurate records.
- Delivered exceptional customer service to improve client satisfaction.
Education
High School Diploma -
Walter Hines Page High School
Skills
- Customer service and support
- Data entry and cash handling
- Relationship building and retention
- Microsoft Office Suite proficiency
- Presentation skills and consultative sales
- Retail sales and insurance compliance
- CRM software expertise
- Appointment scheduling
- Strategic planning and sales achievement
- Cold calling and outbound campaigns
Certification
- Active Medicare, Health, Life, Property & Casualty Insurance Licenses
- AHIP Certified (01/01/25)
Timeline
Relationship Banker
PNC Bank
01.2024 - Current
Customer Service Associate
Thrive
01.2017 - 01.2021
Sales Manager
Super Sonic Sales
01.2000 - 01.2017
High School Diploma -
Walter Hines Page High School