Result-driven Financial Services Associate with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services.
Overview
3
3
years of professional experience
Work History
Financial Services Specialist
Truist Bank
06.2021 - 06.2023
Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Developed and implemented risk management strategies to minimize financial losses.
Offered competitive commercial banking solutions and retail financing options.
Worked with clients to provide competitive commercial banking solutions and retail financing plans.
Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Monitored changes in financial markets and kept clients informed of latest developments.
Built and established relationships with clientele to improve future business opportunities.
Delivered guidance on financial regulations and requirements.
Sales Associate
AT&T
02.2021 - 06.2021
Increased sales and customer satisfaction through personalized servicing.
Used consultative sales techniques to understand customer needs and recommend relevant products and services.
Answered product questions with up-to-date knowledge of sales and store promotions.
Provided accurate information about promotions, customer programs, and products, helping drive high customer retention.
Helped customers complete purchases, locate items, and join reward programs.
Checked pricing, scanned items, applied discounts, and printed receipts to ring up customers.
Maintained clean sales floor and straightened and faced merchandise.
Sales Associate
Shoe Show
06.2020 - 02.2021
Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
Helped customers locate products and checked store system for merchandise at other sites.
Prepared merchandise for sales floor by pricing or tagging.
Rotated stock and restocked shelves to maintain product availability and store appearance.
Managed returns, exchanges and refunds in accordance with store policy.
Answered customer questions about sizing, accessories, and merchandise care.