Summary
Overview
Work History
Education
Skills
Timeline
Generic

Emilie Nunez

Lynwood,CA

Summary

Personable and enthusiastic professional with experience in sales and customer relations positions. Adept at managing high-profile client accounts and establishing strong business relationships which result in an overall increase in revenue and the attainment of defined corporate goals. Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence. Resourceful Manager offering history of success coordinating and monitoring operations across various departments. Effective leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Highly committed with hardworking mentality to maintain quality of services and products.

Overview

7
7
years of professional experience

Work History

Senior New Accounts Officer

Poppy Bank
02.2024 - Current
  • Enhanced customer satisfaction by providing personalized banking solutions and maintaining a professional demeanor.
  • Maintained compliance with banking regulations while processing new accounts and updating existing records.
  • Improved client retention rates with proactive outreach efforts, including follow-up calls and targeted promotions.
  • Increased new account openings by developing and implementing effective sales strategies.
  • Developed comprehensive knowledge of all bank products, enabling tailored recommendations based on individual customer needs.
  • Utilized analytical skills to evaluate potential risks associated with each new account application.
  • Communicated and resolved disputes with clients regarding outstanding invoices, payments and adjustments.
  • Provided positive first impressions to welcome existing, new, and potential customers.
  • Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
  • Educated clients on current promotional offerings and products using persuasive selling tactics.
  • Developed new client relationships by actively engaging with potential customers and highlighting the benefits of our product offerings.
  • Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.
  • Participated in team meetings and training sessions regularly for continuous professional development within the retail industry.

UsBank
01.2022 - Current
  • Maintaining focus on acquiring new customer accounts and/or deepening existing customer relationships through a variety of activities and consulting
  • Responsible for processing transactions as well as working as a member of the management staff
  • Consultative sales process and financial needs assessment to build a thorough customer profile and identify short and long term financial needs
  • Maintaining a position of trust and responsibility by keeping all business confidential
  • Maintaining an in-depth knowledge of consumer and small business products/services and recommend appropriate solutions using value proposition, maintaining records, reports, and procedures
  • Utilizing marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.

Sales & Service Representative

First Citizens Bank
01.2018 - 01.2022
  • Assumed ownership over team productivity and managed workflow to exceed quality and sales goals
  • Performed complicated customer transactions in an accurate and timely manner
  • Created and managed staff work schedules.

Education

Santa Monica College
Santa Monica, CA

Skills

  • Customer Service
  • PowerPoint
  • Risk Management
  • Customer Satisfaction
  • Financial Services
  • Securities
  • Financial Products
  • Sales management

    Territory Management

    Business Development

    Regulatory Compliance

    Pipeline Maintenance

    Lead Generation

    CRM Tracking

    Teamwork and Collaboration

    Problem-Solving

    Problem-solving skills

    Time Management

    Reliability

    Calm and Professional Under Pressure

    Multitasking Abilities

    Attention to Detail

    Customer service excellence

Timeline

Senior New Accounts Officer

Poppy Bank
02.2024 - Current

UsBank
01.2022 - Current

Sales & Service Representative

First Citizens Bank
01.2018 - 01.2022

Santa Monica College
Emilie Nunez