Results-driven Business Development Representative skilled in cultivating strategic partnerships and enhancing community engagement. Expertise in relationship management, consultative sales, and event coordination. Focused on delivering financial education and identifying growth opportunities to foster organizational success.
Overview
7
7
years of professional experience
Work History
Business Development Representative
Peake Federal Credit Union
11.2024 - Current
Serve as the primary relationship manager for employer partners, ensuring exceptional service and ongoing engagement.
Developed strategic partnerships that increased community awareness and fortified employer relationships.
Built and maintained relationships with Select Employee Groups (SEGs), community organizations, and local businesses to enhance membership opportunities.
Analyze membership trends and outreach data to identify growth opportunities and improve business development strategies.
Plan and facilitate financial wellness seminars, Lunch & Learns, onboarding sessions, and community events.
Delivered engaging presentations that promoted financial education and showcased credit union benefits.
Collaborate with executive leadership, marketing, and branch teams to support organizational growth initiatives.
Client Advisor
MileOne
03.2021 - 11.2024
Guided customers through complex purchasing decisions by identifying needs and recommending tailored solutions.
Consistently exceeded sales goals through consultative selling and relationship-building.
Recognized as Honda Council of Sales Gold Member (2023) and Silver Member (2022) for exceptional sales performance.
Promoted to digital sales consultant for consistently exceeding sales targets.
Mentored and trained new sales consultants, enhancing customer engagement and sales strategies.
Mentored and trained new sales consultants on customer engagement and sales strategies.
Client Advisor
Apple Automotive
01.2020 - 09.2020
Used consultative sales techniques to understand customer needs and recommend relevant products and services.
Delivered exceptional customer service to walk-in traffic, addressing their sales requests.
Followed up with existing customers to provide additional support and address concerns.
Followed up with existing customers to offer support and resolve concerns, strengthening customer loyalty.
Built strong relationships with customers, contributing to increased sales through repeat business.
Skills
Business Development
Strategic Partnerships
Account Management
Partnership building
Sales prospecting
Lead qualification
Pipeline management
CRM management
Salesforce CRM
Financial Literacy
Needs Assessment
Prospect research
Public speaking
Written and Verbal Communication
Microsoft Excel
Relationship Management
Partnership building
Community outreach
Problem solving
Product knowledge
Closing talents
Verbal communication
Relationship management
Sales prospecting
Accomplishments
Honda Council of Sales Gold Member (2023)
Honda Council of Sales Silver Member (2022)
Promoted to Digital Sales Consultant (2022)
Highest Number of Positive Customer Reviews at dealership
Obtained CCUFC (Certified Credit Union Financial Counselor) in May of 2026.
Obtained CBDP (Certified Business Development Professional) in October of 2026.