Courtney Lowe
Barre,MA
Summary
Dynamic Financial Services Advisor with a strong work ethic and proven success at Athol Savings Bank. Expert in customer relationship building and financial planning, consistently exceeding sales targets. Adept at cash handling and providing exceptional service, fostering client satisfaction and loyalty through tailored financial solutions. Committed to ongoing learning and professional growth.
Overview
9
9
years of professional experience
Work History
Financial Services Advisor
Athol Savings Bank
01.2021 - Current
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Consistently met or exceeded sales targets by effectively promoting company''s financial products and services.
- Conducted thorough research of market trends and investment products to provide well-informed recommendations.
- Negotiated favorable terms for clients when working with third-party providers such as banks or insurance companies.
- Developed comprehensive financial plans with clear goals, helping clients achieve their long-term objectives.
- Provided ongoing support for clients during life events such as career changes or family transitions, adjusting strategies accordingly.
- Assisted clients in navigating complex financial topics, making informed decisions about their futures.
- Maintained up-to-date knowledge of regulatory requirements, keeping clients compliant while maximizing returns.
- Increased client satisfaction by providing accurate and timely financial advice tailored to individual needs.
- Built and established relationships with clientele to improve future business opportunities.
Cashier
The Country Store
04.2018 - 01.2021
- Greeted customers entering store and responded promptly to customer needs.
- Welcomed customers and helped determine their needs.
- Worked flexible schedule and extra shifts to meet business needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Helped customers complete purchases and locate items.
- Restocked and organized merchandise in front lanes.
- Stocked, tagged and displayed merchandise as required.
- Handled multiple payment methods securely, minimizing discrepancies and potential losses.
Cashier
Mr. Mikes
02.2016 - 01.2019
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
- Assisted customers with returns, refunds and resolving transaction issues.
- Helped customers complete purchases, locate items, and join reward programs.
- Built relationships with customers to encourage repeat business.
- Assisted customers with inquiries and provided exceptional service, resulting in positive feedback from shoppers.
- Enhanced customer satisfaction by providing efficient and accurate cash transactions.
- Contributed to store success by maintaining high standards of cleanliness throughout the facility.
- Addressed customer needs and made product recommendations to increase sales.
- Mentored new employees on cashier duties and best practices, improving overall staff performance.
- Collaborated with team members to achieve sales targets and maintain a clean, well-stocked store environment.
- Adapted quickly to new technologies implemented at POS systems, ensuring seamless transition periods for both staff and customers.
- Streamlined checkout process for increased efficiency and reduced waiting times.
- Ensured compliance with company policies and procedures while processing transactions efficiently.
Education
High School Diploma -
Montachusett Regional Vocational Technical
Fitchburg, MA05-2010
Skills
- Microsoft office
- Cash handling
- Teller transactions
- Customer relationship building
- Financial services
- Certificates of deposit
- Willingness to learn
- Strong work ethic
- Customer service
- Teamwork and collaboration
- Attention to detail
- Active listening
Timeline
Financial Services Advisor
Athol Savings Bank
01.2021 - Current
Cashier
The Country Store
04.2018 - 01.2021
Cashier
Mr. Mikes
02.2016 - 01.2019
High School Diploma -
Montachusett Regional Vocational Technical
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