Cristian Magana
Santa Paula,CA
Summary
Driven Sales and customer service offering 6 years track record working with financial products. Handles diverse range of financial needs. Decisive planner and problem-solver with understanding of marketing and sales strategies.
Overview
6
6
years of professional experience
Work History
Client Relationship Consultant
U.S. Bank
Newbury Park, CA
10.2018 - Current
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Exceeded sales target by employing consultative sales tactics and superior customer care.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Performed due diligence and valuation processes.
Sales Consultant
Santa Paula Chevrolet
Santa Paula, CA
01.2016 - 10.2018
- Cold called and conducted face-to-face sales calls with tailored experiences for different clients.
- Created detailed sales presentations to communicate product features and market data.
- Maintained organized, presentable merchandise to drive continuous sales.
- Increased sales by fostering relationships with customers, implementing business strategies and suggesting areas for improvement.
Education
No Degree - Criminal Justice
Ventura College
Ventura, CAHigh School Diploma -
Santa Paula High School
Santa Paula, CA06.2014
Skills
- Financial Plan Development
- Client Recruiting and Retention
- Verbal and Written Communication
- Cash Management Strategies
- Critical Thinking
- Attention to Detail
- Risk Assessment
- Honest and Ethical
Fishing and outdoor activities
Grew up in ventura county, outdoor Enthusiast Love Fishing, Love nature, and everything it has to offer.
Timeline
Client Relationship Consultant
U.S. Bank
10.2018 - Current
Sales Consultant
Santa Paula Chevrolet
01.2016 - 10.2018
No Degree - Criminal Justice
Ventura College
High School Diploma -
Santa Paula High School