James Morrison
Cypress,TX
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
5
5
years of professional experience
Work History
Server
House Of Pies
12.2023 - 03.2024
- Enhanced customer satisfaction by promptly attending to their needs and providing personalized service.
- Maximized table turnover rate by efficiently managing reservations and seating arrangements.
- Increased sales with upselling techniques and thorough knowledge of menu items, specials, and promotions.
- Maintained a clean and orderly dining area for an enjoyable guest experience.
- Handled cash transactions accurately, contributing to balanced daily financial reports.
Financial Representatitve
Northwestern Mutual
08.2022 - 03.2023
- Increased client satisfaction by providing comprehensive financial advice and personalized solutions.
- Streamlined financial processes for improved efficiency and accuracy in portfolio management.
- Developed tailored investment strategies to optimize clients'' long-term financial goals.
- Ensured regulatory compliance with thorough documentation and diligent monitoring of transactions.
- Built strong relationships with clients through transparent communication and trust-building activities.
Bartender
Willies Restaurants
04.2021 - 08.2022
- Increased customer satisfaction by providing excellent service and crafting high-quality cocktails.
- Reduced wait times for drinks by efficiently managing the bar area and prioritizing orders.
- Maintained a clean and organized workspace, ensuring compliance with health and safety regulations.
- Contributed to a positive work environment through effective teamwork and communication with colleagues.
Wireless Sales Associate
Premium Wireless
11.2019 - 03.2021
- Increased customer satisfaction by providing personalized product recommendations and comprehensive information on wireless plans and devices.
- Maintained a clean and organized sales floor for an inviting shopping environment, resulting in higher foot traffic and sales.
- Achieved consistent monthly sales goals with effective upselling of accessories, warranties, and additional services.
- Assisted customers in troubleshooting technical issues, fostering trust and building long-term relationships.
- Conducted regular inventory audits to ensure accurate stock levels and prevent discrepancies or loss.
Retail Sales Associate
American Eagle Outfiters
11.2018 - 08.2019
- Boosted customer satisfaction by providing exceptional service and addressing concerns promptly.
- Increased sales revenue through effective product recommendations tailored to individual customers.
- Maintained a clean and organized store environment, enhancing the overall shopping experience for customers.
- Assisted in managing inventory levels, accurately processing shipments, and restocking merchandise as needed.
Education
Bachelor of Business Administration - Finance
Texas State University
San Marcos, TX12.2024
Skills
- Selling techniques
- Financial reviews
- Appointment Scheduling
- Client servicing
- Relationship Building
- Sales expertise
- Customer Service
- Customer interaction
- Money Handling
- Product Knowledge
- Time Management
- Problem-Solving
Timeline
Server
House Of Pies
12.2023 - 03.2024
Financial Representatitve
Northwestern Mutual
08.2022 - 03.2023
Bartender
Willies Restaurants
04.2021 - 08.2022
Wireless Sales Associate
Premium Wireless
11.2019 - 03.2021
Retail Sales Associate
American Eagle Outfiters
11.2018 - 08.2019
Bachelor of Business Administration - Finance
Texas State University
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