Summary
Overview
Work History
Education
Skills
Timeline
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Jerrid Beal

Atlanta,GA

Summary

Managerial and Team Leader-Building relationships and partnership with

Knowledgeable Finance Service with proven track record in driving sales growth and cultivating lasting client relationships.


Demonstrated success in leading sales teams to meet and exceed targets, with notable achievements in expanding market share and enhancing customer satisfaction. Utilized strategic planning and effective communication to drive team performance and ensure consistent results.


Strong communication and client relationship building skills


Series 6 and 63 Licensee


Texas-Life Insurance Adjuster Licensee-Active

Overview

12
12
years of professional experience

Work History

Fraud Prevention Representative

PNC Financial Services
03.2022 - Current
  • Evaluated the effectiveness of existing fraud detection tools, recommending upgrades or replacements as needed to enhance overall performance.
  • Reduced fraudulent activities by thoroughly investigating suspicious transactions and reporting findings to management.
  • Educated customers about potential scams, empowering them to take proactive measures in protecting their personal information from unauthorized access or use.
  • Optimized departmental workflows by introducing process improvements that accelerated case resolution times and reduced the risk of financial loss due to undetected fraud activities.
  • Served as a key point of contact for customers experiencing identity theft, guiding them through the necessary steps to report incidents and recover their stolen assets.

Financial Services Representative

JP Morgan Chase Bank
04.2018 - 02.2022
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
  • Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
  • Enhanced customer relationships with personalized service and addressing individual concerns promptly.
  • Collaborated with team members to achieve sales targets and improve overall branch performance.
  • Increased client satisfaction by providing tailored financial advice and investment recommendations.
  • Series 6 and 63 licensed

Advertising Sales Manager

YP Advertising & Publishings LLC B2B Sales
01.2015 - 02.2018
  • Drove development of digital and print advertising strategies.
  • Coached account executives in sales and fulfillment strategies.
  • Designed pitch presentations and marketing techniques utilizing extensive B2B sales knowledge.
  • Mentored junior staff members, sharing best practices in advertising sales techniques to foster professional growth within the team.
  • Managed a high-performing sales team, providing coaching and guidance to achieve individual and collective goals.
  • Set department budgets according to revenue and expense projections.

Inside Sales Manager-Internet

Nissan Motor Corporation
08.2013 - 03.2015
  • Developed strong relationships with clients through consistent communication and exceptional customer service.
  • Liaised with clients via email or phone to identify and address needs, growing existing accounts through cross-selling.
  • Managed 25+ sales specialists by coaching on effective sales techniques, monitoring performance and offering helpful feedback.
  • Managed a high-performing inside sales team to exceed company targets and quotas consistently.
  • Enhanced overall team productivity by conducting regular performance reviews and setting clear expectations for each member.
  • Introduced potential clients to the new fleet and products available with Nissan for consumers and corporate sales

Education

Business Administration And Management

Sam Houston State University
Huntsville, TX

High School Diploma -

John Tyler Highschool
Tyler, TX
01-1996

Skills

  • AML compliance

Timeline

Fraud Prevention Representative

PNC Financial Services
03.2022 - Current

Financial Services Representative

JP Morgan Chase Bank
04.2018 - 02.2022

Advertising Sales Manager

YP Advertising & Publishings LLC B2B Sales
01.2015 - 02.2018

Inside Sales Manager-Internet

Nissan Motor Corporation
08.2013 - 03.2015

Business Administration And Management

Sam Houston State University

High School Diploma -

John Tyler Highschool

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Jerrid Beal