Self-motivated outside sales professional experienced in both technical and non-technical, fast-paced team environments. Relationship building and closing expert. Talented Sales Assistant bringing enthusiasm and eagerness to learn new skills with retail sales. Focused on maximizing business success by capitalizing on sales and service opportunities.
Overview
20
20
years of professional experience
5
5
years of post-secondary education
2
2
Languages
Work History
Client Solutions Specialist
PNC Bank, NA
Remote, FL
11.2018 - Current
Conducted case management activities and services with multidisciplinary team.
Responded to all client inquiries and asked appropriate questions to facilitate resolution.
Reviewed customer performance and recommended solutions for improving conversion rate and market share.
Informed and educated dealers of changes in auction policies and procedures.
Interacted with team members across departments to research and resolve customer issues.
Built relationships with customers and community to promote long term business growth.
Contributed to team objectives in fast-paced environment.
Completed daily outbound calls, up to 40 hours per day.
Personal Banker Officer
Ocean Bank
Doral, FL
09.2017 - 09.2018
Worked with clients to address and respond to client and partnership management issues.
Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
Developed summaries to assess each client's participation level and determine targets for follow-up plans.
Continually boosted branch production and revenue by [Number]% by consistently meeting all monthly and quarterly sales goals.
Answered customer questions and explained available services such as deposit accounts, bonds and securities.
Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
Backed up teller team by handling needs of new and existing customers at main counter.
Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
Presented new and additional products and services to existing customers.
Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
Exceeded goals through effective task prioritization and great work ethic.
Improved operations through consistent hard work and dedication.
Resolved conflicts and negotiated mutually beneficial agreements between parties.
Direct Sales Officer
Oriental Bank
04.2009 - 02.2017
Devise and implement innovative marketing principles and promoti sales events for commercial projects to further support financial growth
Counsel high net-worth individuals with regard to investment opportunities, risk analysis, and monetary returns
Cross-sell banking services and products to clientele
(auto-leasing & credit cards)
Working in renewals, contributions and external transfers from othe financial institutions
Be the source to receive new Mortgages (buy/sale & refinance)
Receiving incoming calls and doing outgoing calls to increase the amount of Personal Loans, 401k plans rollover, Line of Credits and
IRA accounts
Filling out request to Personal Loans, line of credit and new prospec of mortgages
Offering new access online to commercial accounts (cash managem registration.)
Head Teller
Citibank
Miami, FL
03.2008 - 03.2009
Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Verified amount of cash in cash drawer against day's receipts, quickly identifying errors.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Replenished ATM funds in empty canisters prior to validation process.
Education Coach
TCC Media, INC
Coral Springs, FL
02.2007 - 02.2008
Maintained regular communication with students according to university protocol.
Supported students in educational planning and progress from enrollment to graduation.
Served as expert in students' academic program details and answered questions regarding program or institution.
Arranged student engagements with faculty to meet needs for deeper academic support.
Procurement Coordinator Assistance
Southern Specialties
Pompano Beach, FL
06.2006 - 02.2007
Reduced downtime in warehouse operations by ensuring reorders were aligned with store sales and backlog.
Identified new and more cost-effective suppliers through participation in industry networking events, purchasing advantageous packages and cutting costs.
Made valuable contributions to planning of promotions, pricing and inventory levels, enhancing inventory flow, revenue and profits.
Carefully read and interpreted requisition orders to understand specialized terms and requirements.
Negotiated with vendors on freight costs, cutting shipping prices by 100%.
Maintained ongoing communication with suppliers to promote workflow and respond to inquiries.
Teller
Peninsula Bank
Margate, FL
02.2004 - 05.2006
Educated customers on use of banking website and mobile apps.