Elizabeth Rose
Evans,GA
Summary
With a proven track record at OneMain Financial, I've excelled in driving sales growth and fostering team motivation. Leveraging strong product and service knowledge alongside exceptional organizational skills, I've consistently enhanced customer relations and achieved departmental goals.
Overview
13
13
years of professional experience
Work History
Assistant Manager
OneMain Financial
07.2023 - Current
- Streamlined month-end closing process by exceeding new money targets and collecting delinquent accounts within set thresholds.
- Mentored junior finance staff, fostering a positive work environment and promoting professional growth.
- Provided excellent customer care by responding to requests, assisting with product selection and completing verifications to reduce fraud and ensure customers ability to repay the loan.
- Contributed to sales growth by upselling products and services based on individual customer requirements.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Universal Banker
First Citizens
04.2022 - 07.2023
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Maintained accuracy in daily transaction reporting, reconciling discrepancies promptly to ensure seamless accounting operations within the branch.
- Opened, closed, and updated accounts for customers.
- Cross-sold credit cards, loans and other bank products.
- Educated customers on online banking and mobile banking applications.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Counted, verified and handled bank deposits and armored car transactions.
Relationship Banker
Bank of America
07.2021 - 04.2022
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Agent Team Member
State Farm
09.2020 - 04.2021
- Sold auto, home, life, and other various insurance products to individuals and businesses in need of protection.
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Enhanced sales pipeline by targeting potential customers in various markets and utilizing effective marketing strategies.
- Generated quotes and proposals for clients to match individual needs.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Manager/Assistant Manager
OneMain Financial
08.2011 - 09.2020
- Managed and motivated employees to be productive and engaged in work.
- Defined clear targets and objectives and communicated to other team members.
- Established team priorities, maintained schedules and monitored performance.
- Maximized performance by monitoring daily activities and mentoring team members.
- Achieved departmental goals by developing and executing strategic plans and performance metrics.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Education
BBA - Finance
Augusta State University
Augusta, GA07-2009
Skills
- Product and service knowledge
- Team motivation
- Customer Relations
- Money Handling
- Compliance understanding
- Budgeting and finance
- Time Management
- Organizational Skills
Timeline
Assistant Manager
OneMain Financial
07.2023 - Current
Universal Banker
First Citizens
04.2022 - 07.2023
Relationship Banker
Bank of America
07.2021 - 04.2022
Agent Team Member
State Farm
09.2020 - 04.2021
Manager/Assistant Manager
OneMain Financial
08.2011 - 09.2020
BBA - Finance
Augusta State University
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