CLARISSA SANCHEZ-WEST

• Exceeded all first‑quarter RB2 production goals.

• Deliver expert financial guidance by identifying client needs and matching appropriate banking solutions.

• Skilled in outbound calling, lead follow‑up, and disciplined pipeline management.

• Strong knowledge of Regions consumer banking products (Checking, Savings, CDs, Loans, Credit Cards, HELOCs).

• Execute branch operations with accuracy, compliance, and security awareness.

• Build long‑term client relationships through exceptional service and trust‑based communication.

• Support branch leadership with training, coaching, and daily operational excellence

• Consultative sales approach with cross‑sell and upsell success.

• Identified customer needs and matched appropriate financial solutions.

• Skilled in outbound calling, lead follow‑up, and pipeline management.

• Delivered customer service excellence.

• Strong consumer banking product knowledge.

• Closed $800,000 in HELOCs in one month.

• Sent 18 of 46 annual referrals within two months.

⦁ Promoted to stores assistant manager within three months of start date due to consistent hard word & dedication to team development.
⦁ Hold highest annual sales percentage increase in stores history.
⦁ Monitored and managed staff performance to attain target metrics both individually and team unit.
⦁ Evaluated clients' needs and created plan of action to provide solutions.
⦁ Generated new business through effective prospecting, and relationship building.
⦁ Exceeded customer requirements with accurate and deliverable solutions.
⦁ Oversaw training and onboarding process for all newly hired employees.
⦁ Maximized performance by monitoring daily activities and mentoring team members.
⦁ Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
⦁ Maintained awareness of client business concerns, troubleshooting and providing comprehensive solutions to layered challenges.

• Received numerous promotions, pay increases & awards.
• Improved sales efficiency, increased profit & surpassed companies standards & goals.
• Surpassing & maintaining all of up to eight company set standards and goals.
• Cross-trained existing employees to maximize team agility and performance.
• Onboarded new employees with training and new hire documentation.
• Monitored and managed staff performance to attain target metrics both individually and team unit.
• Maintained payroll information by calculating, collecting and entering data.
• Completed physical inventory counts each month.
• Recorded information, shortages and discrepancies to keep records current and accurate.
• Audited and corrected discrepancies in inventory numbers.
• Managed inventory and receiving operations to maintain optimal stock levels and meet expected demands.
• Worked actively with management team to create daily and weekly sales plans based on weekly sales trends.
• Motivated associates to consistently deliver effective selling behaviors through coaching and recognition.