David Leal
Myrtle Beach,SC
Summary
Professional banking specialist with proven expertise in financial services, client relationship management, and sales strategies. Adept at fostering collaborative team environments and delivering impactful results. Skilled in financial advising, account management, and cross-selling, with strong adaptability to evolving client needs. Known for reliability and effective communication.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Relationship Banker
JP Morgan Chase Bank NA
12.2023 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Acquisitions Team Member
State Farm
09.2023 - 12.2023
- Developed strong cooperative relationships with coworkers and managers.
- Maintained productive, efficient approach to all tasks.
- Developed strong customer service and product knowledge skills to enhance individual and team performance.
- Kept work areas clean, organized, and safe to promote efficiency and team safety.
- Learned all required tasks quickly to maximize performance.
Residential Outside Sales Specialist
Charter Communications
06.2023 - 09.2023
- Exceeded personal monthly sales targets consistently due to a focused approach towards prospecting, targeting qualified leads efficiently.
- Enhanced team performance through regular training sessions on product knowledge, selling techniques, and market trends.
- Participated in regular sales meetings to share best practices, discuss challenges, and collaborate on strategies for continuous improvement.
Inside Sales Specialist
Verizon Wireless Communications
09.2018 - 06.2023
- Facilitated smooth transactions by working closely with finance department to ensure accurate invoicing and timely payments from clients.
- Increased sales revenue by efficiently managing a high volume of inbound leads and promptly responding to customer inquiries.
- Developed strong client relationships through effective communication, understanding their needs, and providing tailored sales solutions.
Mobile Representative, Specialty Vendor
Best Buy
08.2015 - 09.2018
- Developed strong relationships with customers, leading to increased trust and repeat business.
- Achieved sales goals consistently through persuasive communication skills and an unwavering commitment to excellence in service delivery.
- Maintained up-to-date knowledge on industry trends, products, and services to provide accurate information to customers.
Sales Rep, Store Assistant Manager
E-Systems by Sprint
05.2014 - 08.2015
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Increased sales revenue by identifying and targeting high-potential accounts.
Education
High School -
Wylie East High School
05.2012
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Collin County Community College
01.2016
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University of Texas at Arlington
Bachelor of Science - Business Administration
Southern New Hampshire University
Hooksett, NH09-2026
Skills
- Sales Strategy - The ability to develop and execute effective sales strategies aligned with the company's goals and objectives, including market analysis, target setting, and sales forecasting
- Leadership and Team Management - Strong leadership skills to inspire, motivate, and manage a high-performing sales team, including coaching, mentoring, and performance evaluation
- Communication and Presentation
- Customer Focus - A strong customer-centric approach, prioritizing customer needs, providing exceptional service, and ensuring a positive customer experience throughout the sales process
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Financial services
- Cross-selling products
- Banking
- Loans
- Business development
- Loss prevention
Certification
- Licensed SIE - Jan, 2025
- Licensed Series 6 - Feb, 2025
- Licensed Series 63 - May, 2025
Timeline
Relationship Banker
JP Morgan Chase Bank NA
12.2023 - Current
Acquisitions Team Member
State Farm
09.2023 - 12.2023
Residential Outside Sales Specialist
Charter Communications
06.2023 - 09.2023
Inside Sales Specialist
Verizon Wireless Communications
09.2018 - 06.2023
Mobile Representative, Specialty Vendor
Best Buy
08.2015 - 09.2018
Sales Rep, Store Assistant Manager
E-Systems by Sprint
05.2014 - 08.2015
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Collin County Community College
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University of Texas at Arlington
High School -
Wylie East High School
Bachelor of Science - Business Administration
Southern New Hampshire University
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