Jan Davila
Brownsville,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. Outside sales specialist with strength in negotiations, e-commerce and customer service. Excellent interpersonal and time management skills.
Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
5
5
years of professional experience
Work History
Buisness Relations Banker II
Woodforest National Bank
Brownsville, TX
09.2022 - Current
- Opened, closed, and updated accounts for customers
- Executed wire transfers, stop payments and account transfers
- Developed and maintained strong customer relationships, providing exceptional service and advice
- Cross-sold credit cards, loans and other bank products
- Generated reports and analysis of customer data to identify trends and potential business opportunities
- Maintained friendly and professional customer interactions
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud
- Referred customers to other banking departments for specialized services
- Built and maintained portfolio of loans to meet established goals and objectives
- Received loan and utility payments, sending funds to correct destinations
- Trained new hires on customer service policies and procedures
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services
- Evaluated client financial positions and identified most appropriate banking products
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services
- Processed wide variety of retail banking transactions for personal and commercial customers
- Generated monthly reports on customer activity and customer feedback
- Developed and implemented strategies to reduce risk and increase profitability
- Processed applications for new accounts
- Collaborated with other departments to confirm compliance with banking procedures and regulations
- Arranged monies received in cash boxes and coin dispensers according to denomination
- Educated customers on online banking and mobile banking applications
- Handled various accounting transactions
- Established rapport with new clients to increase satisfaction and loyalty
- Calculated fees due, interest and change for customer transactions
- Educated customers on features and benefits of banking products and services
- Balanced teller drawers and ATM cash
- Monitored and verified suspicious activity on customer accounts
- Wrote and distributed customer correspondence
- Assisted customers with banking needs and inquiries
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner
- Performed account maintenance by closing out accounts and changing customer addresses
- Processed customer applications and approved loans in accordance with bank policy
- Counted, verified and handled bank deposits and armored car transactions
- Provided advice on different bank products and financial options.
- Managed over 100 calls weekly
- Increased closing percentages by 37%
Store Manager
AT&T
Port Isabel, TX
09.2021 - 09.2022
- Trained and guided team members to maintain high productivity and performance metrics
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills
- Identified and qualified customer needs and negotiated and closed profitable projects with high success rate
- Monitored daily cash discrepancies, inventory shrinkage and drive-off
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback
- Rotated merchandise and displays to feature new products and promotions
- Negotiated price and service with customers and vendors to decrease expenses and increase profit
- Reported issues to higher management with great detail
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service
- Reconciled daily sales transactions to balance and log day-to-day revenue
- Promoted team collaboration, performance, and efficiency by fostering healthy environments focused on mutual success
- Developed and implemented successful staff incentive programs to motivate employees
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits
- Implemented business strategies, increasing revenue and effectively targeting new markets
- Set effective store schedules based on forecasted customer levels, individual employee knowledge, and service requirements
- Assisted with hiring, training and mentoring new staff members
- Interacted well with customers to build connections and nurture relationships
- Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation
- Mitigated business risks by working closely with staff members and assessing performance
- Upheld and communicated store programs and standards to employees for optimal quality, freshness, safety and cleanliness
- Trained new employees on proper protocols and customer service standards
- Supervised creation of exciting merchandise displays to catch attention of store customers
- Assisted in recruiting, hiring and training of team members
- Approved regular payroll submissions for employees
- Raised property accuracy and accountability by creating new automated tracking method
- Implemented innovative programs to increase employee loyalty and reduce turnover
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization
- Managed inventory control, cash control, and store opening and closing procedures
- Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports
- Launched staff engagement, gender diversity and cultural programs in addition to robust reporting tool that increased operational quality
- Reduced operational risks while organizing data to forecast performance trends
- Tracked trends and suggested enhancements to both challenge and refine company's product offerings
- Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings
- Supervised guests at front counter, answering questions regarding products
- Reduced budgetary expenditures by effectively negotiating contracts for more advantageous terms
- Completed point of sale opening and closing procedures
- Updated and resolved incidents and managed accessorial charges objectively while maximizing profit
- Scheduled employees for shifts, taking into account customer traffic and employee strengths
- Managed purchasing, sales, marketing and customer account operations efficiently
- Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
Retail Sales Trainer
Spectrum
Brownsville, TX
09.2020 - 07.2021
- Collaborated with Human Resources to facilitate recruitment promotion at job fairs and other community events
- Analyzed and evaluated training effectiveness and program outcomes
- Assessed training program effectiveness on regular basis and improved upon deficient areas
- Developed and executed performance management programs to increase employee engagement and productivity
- Provided coaching and mentoring to employees
- Built and maintained professional relationships with vendors and suppliers
- Developed job-specific competencies and performance standards
- Designed and implemented sales training program and documentation
- Conducted needs assessments to identify gaps in performance and develop targeted learning solutions
- Created and oversaw training programs for operations
- Managed recruitment, training and development for highly effective sales team
- Worked with vendors to customize courseware to accommodate business needs
- Wrote contracts for company employees, working towards satisfactory agreement between executives, employees and personal goals
- Established and maintained quality control standards
- Facilitated virtual, in-person and blended learning sessions
- Designed and delivered web-based, self-directed learning materials
- Trained on sales and account management practices to reduce process lags and enhance performance, efficiency and profitability
- Utilized variety of instructional design methodologies to create effective learning experiences
- Coordinated training schedules across sites with supervisors and managers to optimize training initiatives and work-flow management
- Developed and led group training courses to align with corporate sales and service goals.
Education
BBA - Entrepreneurship
04.2021
Skills
- Cash Handling
- Employee Motivation
- Opening Accounts
- Staff Management
- Financial Advisement
Timeline
Buisness Relations Banker II - Woodforest National Bank
09.2022 - Current
Store Manager - AT&T
09.2021 - 09.2022
Retail Sales Trainer - Spectrum
09.2020 - 07.2021
The University of Texas At Brownsville And Texas Southmost College - BBA, Entrepreneurship