James Gose
Knoxville
Summary
Dynamic Financial Services Officer at ORNL Federal Credit Union with a proven track record in client relationship management and sales strategies. Expert in assessing customer needs and delivering tailored banking solutions, resulting in enhanced customer satisfaction. Strong communicator and problem solver, dedicated to fostering positive experiences and driving business growth.
Overview
5
5
years of professional experience
Work History
Financial Services Officer
ORNL Federal Credit Union
Oak Ridge
06.2022 - Current
- Built and maintained strong client relationships through exceptional service and communication.
- Reviewed customer applications for accuracy prior to submission for processing.
- Maintained friendly front-line coverage by greeting and assisting walk-in customers, promoting good first impressions with clients.
- Cross-sold bank products and services based on customer needs to boost sales.
- Advised customers on appropriate banking solutions based on their individual needs.
Sales Consultant
Whitehead Auto Sales
Alcoa
06.2020 - 06.2022
- Provided detailed product information to customers, including features, prices, and availability.
- Greeted and assisted customers to foster positive experiences.
- Listened to customers to understand needs and refer to optimal services.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
Education
Bachelor of Science - Business Administration
East Tennessee State University
Johnson City, TN05-2019
Skills
- Customer service
- Communication skills
- Problem solving
- Attention to detail
- Client relationship management
- Team collaboration
- Needs assessment
- Sales strategies
Timeline
Financial Services Officer
ORNL Federal Credit Union
06.2022 - Current
Sales Consultant
Whitehead Auto Sales
06.2020 - 06.2022
Bachelor of Science - Business Administration
East Tennessee State University
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