Graduate with a Bachelor's of Business Administration from UW Whitewater with excellent sales skills. Over 10 years of finance and sales experience. Background also includes operations, and management skills. I aim to surpass the monthly goals I am given.
Conducted financial reviews with clients to identify needs and objectives, developed financial strategies tailored to individual circumstances.
Maintained accurate records of all client interactions including notes of meetings held, documents provided and reviewed or decisions taken.
Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions. Advised customers on bank products, services and financial planning options. Modified, opened and closed customer accounts. NMLS ID 1624883.
Customer focused financial service and sales. Positioned banking products such as credit cards, checking accounts, and mortgages to clients based on their needs. Weekly sales goals to cold call perspective clients to come in, and meet with myself to go over their finances. I left the job to be a stay at home dad for my daughter while we sold the home, and prepared to move to Phoenix, AZ.
Responsible for maintaining and operating military vehicles. Was in charge of supervising and mentoring soldiers underneath me.
Work in a competitive commission driven environment. Come up with complete solutions for each customer that focus on mobile devices, accessories, and home services. Work intensively with sales software and work databases. Count the total revenue each day and prepare the deposits. Left for a management postion.