James Morrill
Los Angeles,CA
Summary
Military veteran with strong discipline, adaptability, and customer-first mindset. Seeking to work for a company with the ability to grow and learn valuable skills, to further my experience in the business world.
Overview
5
5
years of post-secondary education
8
8
years of professional experience
Work History
Relationship Manager
Bank of America
Roseville, CA
07.2017 - 01.2018
- Portfolio Management: Managed and expanded a book of client accounts, focusing on relationship retention and deepening.
- Sales and Business Development: Sold financial products, prospected new clients, and met or exceeded regional sales goals.
- Financial Analysis: Reviewed client financial statements, cash flows, and credit needs to recommend appropriate products (such as loans, credit cards, and cash management services).
- Cross-Selling and Referrals: Partnered with internal specialists—including mortgage, investment, and wealth management teams—to cross-sell services.
- Customer Service and Retention: Served as the primary point of contact for client inquiries, issue resolution, and day-to-day account servicing.
Inside Sales Consultant
Verizon Wireless
Rancho Cordova
07.2016 - 11.2016
- Meeting Quotas: Achieving and exceeding individual and store-level monthly sales targets for wireless activations, upgrades, and device protection.
- Consultative Selling: Uncovering customer needs through active listening to recommend appropriate smartphones, tablets, mobile internet solutions, and data packages.
- Up-selling & Cross-selling: Spotting opportunities to pitch secondary devices (like smartwatches), premium accessories, and ancillary products to increase overall basket value.
- Product Demonstrations: Educating and engaging customers by guiding them through live device features, software capabilities, and the Verizon ecosystem.
- Problem Resolution: Assisting new and existing customers with billing inquiries, account changes, plan optimizations, and basic device troubleshooting.
Retail Sales Associate
T-Mobile
Rocklin, CA
01.2016 - 07.2016
- Customer Engagement: Greeted customers warmly, assessed their communication needs, and matched them with the right devices and service plans.
- Product Demonstrations: Showcased smartphones, tablets, accessories, and network features through hands-on product demos.
- Solution-Based Selling: Recommended value-added services, promotions, and financing or leasing options unique to T-Mobile.
- Account Management: Handled new activations, hardware upgrades, account changes, and troubleshooting basic technical issues for customers.
- Store Standards: Maintained clean, organized product displays, stocking inventory and keeping promotional materials up to date.
- Exceeding Goals: Met or exceeded individual and store sales quotas, metrics, and customer satisfaction goals.
- Compliance & Training: Completed mandatory online and in-person training modules regarding new devices, rate plans, and system updates.
Healthcare Specialist (combat medic/EMT)
United States Army
Fort Benning, GA
04.2013 - 05.2015
- Patient Transport & Evacuation: Managed the ground evacuation pipeline for the XVIII Airborne Corps, loading, treating, and moving wounded personnel via M997 FLA (Front Line Ambulance) vehicles.
- Litter-Carry Operations: Mastered and executed litter operations (two-man and four-man carries) to load and secure patients quickly into tracked or wheeled ambulance configurations.
- Route Navigation & Convoy Safety: Maintained and operated tactical communication systems, night-vision devices, and GPS navigation to safely execute casualty evacuation routes under strict timelines.
- Vehicle Preventive Maintenance Checks (PMCS): Conducted daily maintenance checks on ambulance fleets to guarantee operational readiness for immediate emergency dispatches.
- Pre-Hospital Casualty Management: Provided emergency life support, including airway management, hemorrhage control (tourniquet application, hemostatic dressings), and shock management.
- En-Route Care: Monitored vital signs, adjusted dressings, administered medications/IV fluids, and stabilized fractured bones or wounds while moving casualties to Higher Roles of Care.
- Civil Disasters Triage: Participated in specialized domestic response training to safely stabilize and evacuate mass casualties in contaminated civilian disaster environments.
- Sick Call Support: Performed basic primary care duties—such as conducting patient intake, documenting medical histories, checking vital signs, and treating routine non-battle illnesses—under the guidance of a Physician Assistant (PA).
- Supply Inventory Management: Tracked and restocked critical ambulance medical supplies, Class VIII narcotics, fluids, and lifesaving field equipment to ensure complete compliance with operational guidelines.
- Combat Lifesaver (CLS) Training: Instructed non-medical personnel within neighboring combat and support units on essential first-responder and trauma treatment skills.
- Patient Tracking Records: Maintained patient care records, field medical tags, and clinical tracking logs to maintain accurate paperwork as casualties passed through the evacuation chain.
Personal Assistant
Merrill Lynch
Roseville, CA
06.2010 - 11.2010
- Recorded and tracked incoming and outgoing statements
- Faxed, developed marketing tools, client communication mailings.
- Arranged charitable donations and events.
- Assist in managing of client portfolios.
Education
Philosophy Major -
American River College
Citrus Heights, CA 08.2015 - 05.2016
High School Diploma -
Rocklin High school
Rocklin, CA 08.2006 - 06.2010
Skills
- Relationship Management
- Regulatory Compliance & Documentation
- Cross Selling & Upselling
- Retail Banking & Financial Products
- Customer Experience & Service Excellence
- Sales & Goal Achievement
- Military Veteran
- Secret Security Clearance
- EMT Certified
- Padi Scuba Certified
- CPR & AED
- CRM Platforms (Salesforce, Workday, Microsoft Office)
References
- Michael R. Carter (916) 774-8011
- Michael Hernandez (323) 787-4234
Timeline
Relationship Manager
Bank of America
07.2017 - 01.2018
Inside Sales Consultant
Verizon Wireless
07.2016 - 11.2016
Retail Sales Associate
T-Mobile
01.2016 - 07.2016
Philosophy Major -
American River College
08.2015 - 05.2016
Healthcare Specialist (combat medic/EMT)
United States Army
04.2013 - 05.2015
Personal Assistant
Merrill Lynch
06.2010 - 11.2010
High School Diploma -
Rocklin High school
08.2006 - 06.2010