Jacob Szymczak
Macomb,MI
Summary
Enthusiastic candidate committed to helping clients meet financial goals. A personal goal is to develop and implement investment strategies tailored to clients' individual needs and objectives. I am passionate about providing sound financial advice and helping clients reach financial goals. Along with exceptional knowledge in wealth management, sales, and investments.
Overview
3
3
years of professional experience
1
1
Certification
Work History
New Car Sales Representative
Elder Hyundai & Genesis
19077 Hall Road
06.2024 - 09.2024
- Negotiated deals skillfully, balancing the interests of both the dealership and the buyer for mutually beneficial agreements.
- Improved closing rates by establishing trust with clients through transparency and open communication about pricing, incentives, and available options.
- Assisted in planning promotional events at the dealership to attract new clientele and increase overall sales volume.
- Utilized CRM systems to manage customer information, track leads, and maintain organized records of sales activities.
- Contributed to a positive work environment by collaborating effectively with team members and supporting colleagues during peak periods or absences.
- Increased customer satisfaction by providing excellent service and addressing client concerns promptly.
Concierge Team Member
Lifetime
14843 Lakeside Blvd.
03.2024 - 08.2024
- Proactively addressed potential issues before they arose by anticipating the needs of each guest based on previous interactions or reservations history.
- Improved communication among team members by implementing new protocols for sharing information about guest preferences and requests.
- Contributed to higher occupancy rates through proactive outreach efforts aimed at attracting repeat business from satisfied customers.
- Kept detailed records of guest preferences and requests in order to provide personalized service during future visits.
Operations Assistant
Life Time
Shelby, MI
05.2023 - 05.2024
- Consists of me showing my effectiveness in solving problems timely and effectively, while ensuring customer satisfaction.
- I assisted operations manager with planning of routine operations and special projects whilst providing administrative support with accurate document preparation and data entry.
- Collaborated with other departments to foster smooth operation of daily processes and prepared/delivered operational performance reports to inform management.
- Solved problems timely and effectively, ensuring customer satisfaction.
- Contributed to development of operational procedures to improve efficiency and accuracy.
Front Desk Manager
Total Sports
Sterling Heights, MI
11.2021 - 05.2023
- Greeted visitors and customers upon arrival, offered assistance, and answered questions to build rapport and retention.
- Responded to telephone, email and in-person inquiries regarding reservations, hotel information and guest concerns.
- Mentored and trained new hires, fostering a supportive work environment that facilitated professional growth.
- Kept accounts in balance and ran daily reports to verify totals.
- Oversaw daily cash reconciliations, maintaining accurate financial records for the front desk department.
Education
Associate of Business Administration - Business/Finance/Investment Management
Macomb Community College
Macomb, MI03.2025
High School Diploma -
Dakota High School
Macomb, MI06.2023
Skills
- Logistics
- Office Management
- Stock administration
- Investment management
- Administrative Experience
- Inventory management
- Human Resources
- Customer service
- B2B sales
- Persuasive skills
Certification
CPR Certification
Timeline
New Car Sales Representative
Elder Hyundai & Genesis
06.2024 - 09.2024
Concierge Team Member
Lifetime
03.2024 - 08.2024
Operations Assistant
Life Time
05.2023 - 05.2024
Front Desk Manager
Total Sports
11.2021 - 05.2023
Associate of Business Administration - Business/Finance/Investment Management
Macomb Community College
High School Diploma -
Dakota High School