Dan Tapia
Eagle Mountain,UT
Summary
Dynamic Financial Wellness Consultant with over 10 years of sales experience, excelling in team leadership, and account retention. Proven track record of exceeding sales goals while training and developing high-performing teams. Proficient in Microsoft Office, I leverage strong communication skills to enhance client relationships and drive results.
Overview
10
10
years of professional experience
Work History
Financial Wellness Consultant
Key Bank
Provo, UT
04.2022 - Current
- Trained and coached less-experienced team members in procedures, compliance standards, and performance strategies.
- Managed escalations with polite service, knowledgeable support, and unsurpassed professionalism to satisfy needs and protect the bank's reputation.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
Assistant Branch Manager
Chartway Federal Credit Union
West Jordan, UT
12.2018 - 04.2022
- Monitored daily operations and supported Branch Manager in necessary duties.
- Supervised branch personnel and operations in absence of branch manager, keeping operations and workflows running smoothly.
- Trained and mentored highly effective teams to meet corporate service standards.
- Maximized sales potential by training new members in improved sales strategies.
Assistant Store Manager
Spring Mobile AT&T Authorized Retail
West Valley City, UT
09.2017 - 12.2018
- Coached and developed store associates through formal and informal interactions.
- Provided mentorship for employees to generate sales, promote effective upselling and cross-sell to improve retail productivity.
- Maintained top sales on a monthly basis
- Oversaw storewide merchandising benchmarks to maintain operational excellence.
Account Team Supervisor
Command7
Sandy, UT
09.2015 - 09.2017
- Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
- Communicated with clients via email, phone, online presentations, screen-share and in-person meetings.
- Supervised 8 team members and provided management with suggestions regarding performance assessments and account management.
Education
Some College (No Degree) - 3D Printing
Mountainland Applied Technology College
Lehi, UT08.2022
Some College (No Degree) - Mechanical Engineering
Salt Lake Community College
Salt Lake City, UTSkills
- Team leadership
- Audit monitoring
- Financial product advisement
- Account retention
- Team development
- Proficient in MeridianLink, Symitar, and Microsoft Office
- 10 years of sales experience
- Account management
- Employee training
Languages
Education and Training
other,false,other
Timeline
Financial Wellness Consultant
Key Bank
04.2022 - Current
Assistant Branch Manager
Chartway Federal Credit Union
12.2018 - 04.2022
Assistant Store Manager
Spring Mobile AT&T Authorized Retail
09.2017 - 12.2018
Account Team Supervisor
Command7
09.2015 - 09.2017
Some College (No Degree) - 3D Printing
Mountainland Applied Technology College
Some College (No Degree) - Mechanical Engineering
Salt Lake Community College
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