Experienced in the financial services industry, successfully served as a representative and leader. Adept at cultivating thriving businesses through acquiring new prospects and accounts. Expertise lies in effectively managing customer relationships to achieve sales goals. Strong commitment to fostering customer goodwill and loyalty, prioritizing the development of key relationships with decision-makers.
Overview
4
4
years of professional experience
Work History
Retail Sales Associate
AT&T
01.2023 - 11.2023
Greeted customers and helped with product questions, selections, and purchases.
Maintained a clean and organized store environment, enhancing the overall shopping experience for customers.
Boosted customer satisfaction by providing exceptional service and addressing concerns promptly.
Consistently met personal sales goals through proactive engagement with customers and upselling techniques when appropriate.
Developed strong relationships with repeat clients, leading to increased loyalty and return visits.
Workplace Planning Associate
Fidelity Investments
07.2020 - 12.2020
Developed strong partnerships with internal departments such as marketing and finance to support successful planning initiatives across the company.
Developed comprehensive inventory management strategies, reducing stockouts and overstocks.
Provided valuable insights on industry trends, contributing to the development of strategic plans for business growth.
Conducted detailed risk assessments to proactively address potential issues during project execution.
Worked closely with clients to understand their needs and develop customized plans that met or exceeded expectations.
Maintained a keen understanding of competitors'' offerings, identifying opportunities for differentiation within the market landscape.
Financial Services Representative
Bank Of America Merrill Lynch
08.2019 - 05.2020
Worked with clients to develop financial planning strategies and solutions through evaluation of finances
Built and deepened productive relationships with prospective and competitive customers to drive sustained growth
Worked with clients to provide competitive commercial banking solutions and retail financing plans
Called outbound clients to follow prospective interest in becoming a new client to the company, explaining financial products and asset management
Quarter 4 Top performer on site in 2019
Ranked #1 on my team monthly in regards to referrals
CSAT average above 85%
Had the privilege of working with and helping new employees get adjusted with call flow, diagnosing client needs and how to solve them, as well as the control of the systems