Chona Archer

• Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
• Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
• Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
• Assisted customers with completing required forms for opening and closing bank accounts.
• Expanded client base through effective networking and referral generation, leading to increased business opportunities.
• Strengthened client relationships by providing personalized banking solutions and excellent customer service.
• Cultivated strong customer relationships by providing tailored advice and services.
• Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
• Tracked and processed customer account requests and applications.
• Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
• Greeted customers and delivered information about new account processes.
• Backed up teller team by handling needs of new and existing customers at main counter.

: Students Account

- Payment on student account

- Set up payment plan

- Student account balances

: Financial Aid

- Scholarships

- Loans ( Federal, Institutional and Private)

• Enhanced sales pipeline by targeting potential customers in various markets and utilizing effective marketing strategies.
• Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
• Expanded client base by generating referrals from satisfied customers and networking within the community.
• Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
• Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
• Finalized sales and collected necessary deposits.
• Improved sales performance by staying current on industry trends, product offerings, and competitor strategies.

• Managed a team of financial sales representatives, resulting in improved performance and increased client satisfaction.
• Trained new Financial Sales Associates on company policies, product offerings, and best practices in client relations.
• Increased sales by effectively presenting product features and benefits to customers.
• Contributed to branch sales goals by effectively cross-selling financial products and services to customers.
• Increased sales revenue by developing and implementing effective sales strategies for the district.
• Contributed to the achievement of branch sales targets through proactive promotion of financial products and services.
• Enhanced sales performance by developing a deep understanding of clients'' financial needs and goals.