Recent graduate seeking employment with experience in client engagement and risk assessment. Proven ability to develop tailored solutions and effective sales strategies, enhancing customer relationships.
Overview
3
3
years of professional experience
Work History
ACT Prep and Math Tutor
Varsity Tutors
10.2023 - Current
Built and maintained a network of clients by reaching out and seeking opportunities
Pinpointed clients' needs by developing relationships and understanding their goals
Created individualized lessons for each client designed to achieve their goals
Consumer Lending and Credit Intern
Investar Bank
Baton Rouge, LA
06.2024 - 08.2024
Learned practices in client engagement and relationship management through a mentorship from consumer lending bankers, enhancing my understanding of client needs and solutions
Gained firsthand experience in customer relationships and service through working the teller line
Analyzed loan packages, developing skills in risk assessment
Acquired knowledge of credit and risk management, allowing me to better understand risk profiles and tailor solutions
Health and Benefits Insurance Intern
Arthur Gallagher
Baton Rouge, LA
06.2023 - 08.2023
Shadowed insurance brokers during client and prospective meetings, enhancing relationship-building skills and understanding of creating insurance solutions
Developed and presented effective sales strategies for utilizing Gallagher's tools during a Regional Intern Sales Competition, demonstrating key presentation and communication skills
Collaborated with a team of interns to create a comprehensive sales presentation, displaying abilities of teamwork and strategic planning
Collected research through meetings with insurance consultants and utilization of Gallagher's sales tools, gaining knowledge of market trends and client needs
Project Accounting Intern
Turner Industries
Baton Rouge, LA
06.2022 - 08.2022
Organized and managed customer account invoices, honing skills of attention to detail and accuracy
Trained and mentored Project Accounting Interns, demonstrating effective leadership and communication skills
Collaborated with Project Accounting Interns, displaying teamwork and enhancing efficiency
Gained experience with specialized software, strengthening analytical skills
Education
Bachelor of Science - Finance, Sales
The University of Alabama Honors College, Culverhouse College of Business
Tuscaloosa, AL
05.2025
Skills
Client engagement
Risk assessment
Customer relationship management
Project management
Data analysis
Sales strategy development
Accomplishments
Magna Cum Laude
Honors College
Dean's List
Activities
Sigma Chi, Iota Iota
Habitat for Humanity Volunteer
Greater Baton Rouge Foodbank Volunteer
Youth Service Leader at Healing Place Church
Timeline
Consumer Lending and Credit Intern
Investar Bank
06.2024 - 08.2024
ACT Prep and Math Tutor
Varsity Tutors
10.2023 - Current
Health and Benefits Insurance Intern
Arthur Gallagher
06.2023 - 08.2023
Project Accounting Intern
Turner Industries
06.2022 - 08.2022
Bachelor of Science - Finance, Sales
The University of Alabama Honors College, Culverhouse College of Business