Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

CARLA MAXWELL

336-327-2108
Greensboro,NC

Summary

With over 30 years of sales experience and an active Life, Health, Medicare, Property, and Casualty license, I specialize in driving revenue growth through strategic marketing, effective negotiation, and exceptional customer service. Throughout my career, I consistently demonstrated a proven track record in recruiting and training high-performing sales teams, developing successful sales strategies, and exceeding targets. As a strong communicator and team player, I possess excellent organizational skills and a talent for building lasting client relationships.

Overview

3
years of professional experience

Work History

PNC Bank

Relationship Banker
01.2024 - Current

Job overview

  • Manage account openings and closures, perform credit checks, negotiate loans, and authorize transactions for seamless client financial operations
  • Offer tailored financial advice on banking products, fostering strong relationships with personal and business clients
  • Drive new business and client satisfaction through proactive calling campaigns, appointment scheduling, and leveraging referrals

AllState

Customer Service Representative
01.2023 - 01.2024

Job overview

  • Provided expert assistance to clients over the phone and in-person, handling auto and home policy renewals, policy reviews, and updates with professionalism and accuracy
  • Facilitated policy adjustments, including adding or removing vehicles, ensuring seamless updates while adhering to company and regulatory standards
  • Educated clients on their insurance coverage and premiums, answering questions and resolving concerns to enhance customer satisfaction and loyalty

Aaron's

Sales Manager
01.2022 - 01.2023

Job overview

  • Facilitated customer financing solutions and delivered exceptional service through phone and in-person interactions, enhancing customer satisfaction
  • Managed front office operations, including shipping, receiving, and inventory, ensuring efficient and streamlined logistical processes
  • Supervised showroom management with meticulous attention to detail, significantly enhancing the overall customer shopping experience

Education

GTCC
Jamestown, NC

High School Diploma
06-1985

Skills

  • Strategic Marketing
  • Microsoft Office
  • Lead Generation
  • Telemarketing
  • Regional Sales
  • Data Entry
  • Management
  • Strategic Leadership
  • Customer Service
  • Recruitment
  • Client Relationship Management
  • Sales expertise
  • Financial planning
  • Insurance policy administration

Timeline

Relationship Banker

PNC Bank
01.2024 - Current

Customer Service Representative

AllState
01.2023 - 01.2024

Sales Manager

Aaron's
01.2022 - 01.2023

GTCC

High School Diploma

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CARLA MAXWELL336-327-2108