Terran Melad
Summary
Experienced with managing client relationships and offering comprehensive financial guidance. Utilizes customer-centric approach to enhance satisfaction and loyalty. Track record of cross-selling banking products and effectively addressing customer concerns.
Overview
6
6
years of professional experience
Work History
Relationship Banker
Bank of America
11.2024 - Current
- Cultivated and maintained strong client relationships, offering strategic guidance on financial goals and priorities.
- Oversaw and monitor daily cash flow exceeding $100,000, ensuring accuracy and operational efficiency.
- Expanded client base through targeted email and phone outreach, driving business development efforts.
- Delivered tailored financial solutions aligned with individual client needs and objectives.
Shift Lead
Walgreens
05.2024 - 09.2024
- Conducted and reconciled daily safe counts, ensuring accurate nightly auditing.
- Managed cashier breaks, schedule, and daily tasks.
- Assisted in pharmacy operations by preparing prescriptions and supporting technicians.
Store Merchandising Team Member
Costco
09.2023 - 04.2024
- Stocked and arranged products for floor displays.
- Collaborated with team members to track merchandise orders to plan merchandise presentations.
- Provided direct support to customers, addressing inquiries and resolving issues promptly.
Account Manager
US Health Advisors
04.2023 - 09.2023
- Prospected, qualified, and generated leads for the sales team.
- Conducted sales meetings to identify solutions for insurance needs.
- Managed client accounts including customer service needs.
Sales Development Representative
Cyolo
10.2022 - 01.2023
- Prospected, qualified, and generated high-value leads for account executives.
- Trained other SDR team members on specific sales pipeline opportunities.
- Drafted and refined call scripts tailored to various prospects.
Client Delivery Manager
memoryBlue
07.2022 - 10.2022
- Managed 5 separate SDR campaigns for various tech companies.
- Coached and developed a team of 8 Sales Development Representatives.
- Tracked and measured sales KPIs.
- Drafted sales messaging for outbound campaigns.
Sales Development Representative
memoryBlue
04.2022 - 06.2022
- Prospected, qualified, and generated leads for multiple account executives.
- Trained other SDR team members on specific sales pipeline opportunities.
- Drafted and refined call scripts tailored to various prospects.
Sales Development Intern
memoryBlue
06.2021 - 08.2021
- Worked functionally as an SDR.
- Cold called 100+ Prospects daily to set sales meetings with account executives.
- Tracked KPIs and monthly goals with manager.
Entrepreneur/ Business Owner
Function App LLC
05.2020 - 06.2022
- Managed and led a team of developers to design and launch a fully functional mobile application.
- Established a marketing team of three to create and execute marketing strategies.
- Secured and negotiated partnerships with businesses, driving sales and ad placements.
- Contracted independent contractors for multiple roles including UX, programming, and Branding.
Data Entry Tech
Express Employment Professional/ Tacoma & Pierce County Department of Health
11.2020 - 04.2021
- Transferred and recorded data from multiple databases.
- Created and distributed plans to increase productivity.
- Properly Planned and met weekly goals and quotas.
Resident Assistant
Central Washington University
09.2019 - 11.2020
- Collaborated with team members to organize and plan resident academic events.
- Managed and claimed responsibility for the safety and success of over 150 student residents.
- Programmed social events and managed and calculated budgets of events.
- Documented and recorded information on resident lifestyle and listed ways to improve.
- Scheduled and mediated de-escalation meetings between residents.
Education
Bachelor of Science - business Administration: Finance Specialization
Central Washington University
Ellensburg, WA05.2026
High School Diploma -
Timberline High School
Lacey, WA06-2018
Skills
- Client Relationship Management
- Sales & Business Development
- Safe Management & Cash Handling
- Professional Communication
- Public Speaking & Meeting Management
- Team Management & KPI Tracking
- Microsoft Office
- Customer Service
- Customer Service-oriented
- Sales expertise
- Financial advising
- Critical thinking
Leadership Experience
- Brother 2 Brother Chapter VP of Public Relations and Marketing, 2020, Central Washington University
- Central Consulting Club Founder & VP of Student Outreach, 2021, Central Washington University
- Central Washington University Entrepreneurship Club Founder & Treasurer, 2021, Central Washington University
Timeline
Relationship Banker
Bank of America
11.2024 - Current
Shift Lead
Walgreens
05.2024 - 09.2024
Store Merchandising Team Member
Costco
09.2023 - 04.2024
Account Manager
US Health Advisors
04.2023 - 09.2023
Sales Development Representative
Cyolo
10.2022 - 01.2023
Client Delivery Manager
memoryBlue
07.2022 - 10.2022
Sales Development Representative
memoryBlue
04.2022 - 06.2022
Sales Development Intern
memoryBlue
06.2021 - 08.2021
Data Entry Tech
Express Employment Professional/ Tacoma & Pierce County Department of Health
11.2020 - 04.2021
Entrepreneur/ Business Owner
Function App LLC
05.2020 - 06.2022
Resident Assistant
Central Washington University
09.2019 - 11.2020
Bachelor of Science - business Administration: Finance Specialization
Central Washington University
High School Diploma -
Timberline High School
Similar Profiles
Yaquelin GuevaraYaquelin Guevara
Relationship Manager Business Owner Specialist at Bank Of AmericaRelationship Manager Business Owner Specialist at Bank Of America
Nicholas ShakanNicholas Shakan
Vice President, Portfolio Manager at Bank of America Private BankVice President, Portfolio Manager at Bank of America Private Bank
DEVI SITHDEVI SITH
Operations Consultant at Bank of AmericaOperations Consultant at Bank of America
AUSTIN MONREALAUSTIN MONREAL
Relationship Banker at Bank of AmericaRelationship Banker at Bank of America
Luis MarquezLuis Marquez
Relationship Banker II / Relationship Banker I at Texas Partners BankRelationship Banker II / Relationship Banker I at Texas Partners Bank