Charles Soto
Galloway,NJ
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Whether it may be in Food or financial. I can bring many things to the table due to my complimentary abilities within my experience of venturing out with my work networks.
Overview
2
2
years of professional experience
Work History
Financial Representative
Ocean Casino Resort
03.2023 - Current
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders of markers.
- Met with customers to assess needs, financial status and eligibility.
- Received customer applications and followed up with clients to obtain missing information before submission.
- Reviewed community and industry markets to increase number of clients and expand overall market share.
- Made sure the chip bank ran as smooth as possible.
- Discussed financial options with clients and provided informed suggestions.
Manager of Operations
Chick-fil-A
01.2022 - 02.2023
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
- Identified and resolved unauthorized, unsafe, or ineffective practices.
- Set, enforced, and optimized internal policies to maintain responsiveness to demands.
- Partnered with vendors and suppliers to effectively manage and budget.
- Trained new employees on proper protocols and customer service standards.
- Trained and guided team members to maintain high productivity and performance metrics.
- Assisted in recruiting, hiring and training of team members.
Education
Bachelor of Science -
Rowan University
Glassboro, NJ05.2027
High School Diploma -
Absegami High School
Galloway, NJ06.2023
Skills
- Client Servicing
- Risk Analysis
- Relationship Building
- Interpersonal Communication
- Teamwork Abilities
- Client Relations
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Financial Representative
Ocean Casino Resort
03.2023 - Current
Manager of Operations
Chick-fil-A
01.2022 - 02.2023
Bachelor of Science -
Rowan University
High School Diploma -
Absegami High School
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