Jaron Lewis
Phoenix,AZ
Summary
Financial Services Professional experienced in customer service, compliance management, and relationship building. Achieved outstanding results by resolving issues and exceeding sales goals across banking, insurance, and retail settings. Focused on contributing to team success and supporting company objectives.
Overview
9
9
years of professional experience
Work History
Agent Team Member
Aaron McDermid State Farm
Mesa, AZ
07.2025 - Current
- Prepared insurance quotes and explained coverage options clearly to clients.
- Processed policy changes, renewals, and billing updates with strong accuracy.
- Managed customer calls, emails, and walk-ins with prompt, professional support.
- Exceeded monthly sales targets consistently, contributing to overall department success.
- Maintained accurate records of all client interactions, ensuring seamless continuity of service during employee transitions or absences.
- Identified cross-sell opportunities and referred clients to suitable policy solutions.
Sales Associate
Big 5 Sporting Goods
Apache Junction, AZ
05.2025 - 01.2026
- Assisted customers with product selection, sizing, and sports equipment recommendations.
- Processed sales transactions accurately using POS register systems.
- Replenished merchandise and maintained organized, well-stocked sales floor displays.
- Supported visual merchandising standards by arranging promotional signage and seasonal product placement.
- Applied product knowledge to guide purchases and improve customer satisfaction.
- Built relationships with customers to encourage repeat business.
Senior Financial Services Representative
Global Credit Union
Mesa, AZ
09.2017 - 07.2025
- Delivered consultative member service for deposits, withdrawals, transfers, and account maintenance across retail branch operations.
- Processed consumer loan applications, gathered documentation, and explained credit union products with accuracy and professionalism.
- Resolved complex account issues, researched discrepancies, and coordinated timely follow-up to protect member satisfaction.
- Ensured compliance with policies, procedures, and regulatory requirements during daily financial transactions and account servicing.
- Opened new memberships and consumer accounts, verifying identity, eligibility, and required documentation.
- Supported branch sales goals by identifying member needs and recommending suitable lending and deposit solutions.
- Trained new staff on transaction procedures, account servicing standards, and member communication best practices.
- Maintained accurate cash management, balancing activities, and confidential handling of sensitive financial information.
- Built strong relationships with clients, fostering trust and loyalty through exceptional service.
Delivery Driver/Cook
Barros Pizza
Mesa, AZ
10.2020 - 05.2025
- Delivered pizza orders promptly while maintaining accurate route planning and timely customer communication.
- Verified order accuracy, resolved discrepancies, and ensured complete deliveries before departure.
- Navigated local delivery areas efficiently using GPS and route shortcuts to reduce drive time.
- Provided courteous customer service during drop-off, including payment handling and order confirmation.
- Trained new drivers on delivery standards, customer service expectations, and efficient route practices.
- Supported kitchen in between deliveries to help manage busy hours and efficiency
Education
High School Diploma -
Desert Ridge
Mesa, AZ05.2016
Skills
- Client relationship management
- Strong negotiation
- Client relationship building
- Customer service
- Cross-functional teamwork
- Positive mindset
- Conflict resolution
- Relationship management
- Client engagement
- Positive attitude
Timeline
Agent Team Member
Aaron McDermid State Farm
07.2025 - Current
Sales Associate
Big 5 Sporting Goods
05.2025 - 01.2026
Delivery Driver/Cook
Barros Pizza
10.2020 - 05.2025
Senior Financial Services Representative
Global Credit Union
09.2017 - 07.2025
High School Diploma -
Desert Ridge