Enthusiastic client services professional with strong background directly interfacing with industry customers. Well-versed in products, services and consumer trends. Dependable achiever committed to holding highest ethical standards and maintaining customer trust.
Overview
15
15
years of professional experience
Work History
Client Services Specialist
Raymond James and Associates
Memphis, TN
10.2018 - Current
Delivered high level of service to clients to both maintain and extend relationships for future business opportunities.
Maintained client relationships and listened to needs and pain points to provide strategic internal feedback.
Collaborated cross-functionally, with our internal clients to facilitate an excellent client experience
Performed needs analysis and presented options based on findings to help customers make decisions.
Sales Agent
American Home Shield Memphis
Memphis, TN
02.2017 - 05.2018
Continuously exceeded sales goals by 20% via strategic prospecting.
Applied strategic communication strategies and interpersonal skills to develop and maintain high-value business relationships.
Coached and motivated new employees, driving performance development within team.
Resolved customer inquiries and complaints requiring management-level escalation.
Electronic Banking Technician
Regions Financial Corp.
Memphis, TN
05.2009 - 01.2017
Advised customers on bank products, services and financial planning options.
Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
Helped customers understand and use mobile applications and online banking.
Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
Exceeded sales goals by promoting bank products and services in customer interactions.