ISSAC SALINAS
Frisco,TX
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Licensed Financial Representative
Charles Schwab
Westlake, TX
01.2024 - Current
- Increased customer satisfaction by addressing and resolving complaints in a timely manner.
- Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
- Enhanced company reputation by providing exceptional customer service and support.
- Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
- Greeted customers warmly to set tone of customer experience and provide welcoming and friendly atmosphere.
- Exceeded performance targets through diligent work ethic and focus on results-driven tasks.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Place trades for clients in different securities and financial instruments.
- Places move money movements for clients into and out of the firm.
Wholesale Buyer
BIG MAN AUTO INC
Dallas, TX
12.2018 - 01.2024
- Leveraged knowledge of the Car industry pricing and standards to compare retailers and locate best deals
- Analyzed sales records, trends and economic conditions to anticipate consumer buying patterns and determine budgets and goods to purchase
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity
- Demonstrated respect, friendliness and willingness to help wherever needed
- Worked flexible hours; night, weekend, and holiday shifts
- Cold call and cold message prospects daily.
- Collaborated with sales teams to align purchasing strategies with market trends and customer needs.
Weekend and General Manager
LA Fitness International
Dallas, TX
03.2015 - 12.2018
- Handled customer relations issues, enabling quick resolution and client satisfaction
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue
- Identified, hired and trained highly-qualified staff by teaching best practices, procedures and sales strategies
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training
- Provided positive first impressions to welcome existing, new and potential customers
- Engaged with customers to effectively build rapport and lasting relationships.
Education
No Degree in Business -
Texas Tech University
Lubbock, TXSkills
- Time Management
- Self-Motivated
- Account Follow-Up
- Excellent Communication
- Teamwork and Collaboration
- Customer Service
- Cold Calling
- Professional Relationships
- Critical Thinking
- Reading Comprehension
- Customer Support
- Customer Relations
- Financial product knowledge
- Trading Execution
Certification
SIE LICENSE.
SERIES 7 LICENSE.
SERIES 63 LICNESE.
Timeline
Licensed Financial Representative
Charles Schwab
01.2024 - Current
Wholesale Buyer
BIG MAN AUTO INC
12.2018 - 01.2024
Weekend and General Manager
LA Fitness International
03.2015 - 12.2018
No Degree in Business -
Texas Tech University