Skilled at helping customers and businesses meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.
Overview
12
12
years of professional experience
Work History
Independent Insurance Agent
FAMILY FIRST LIFE
05.2021 - Current
Built relationships with clients using active listening and issue resolution to provide excellent service.
Maintained high standards of customer service by building relationships with clients.
Responded to customer calls swiftly to resolve issues and answer questions.
Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Created sources for continuous client referrals within community and with businesses using extensive networking skills.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Educated clients on insurance policies and procedures.
Approached potential clients by using direct marketing mailings and phone contacts.
Personal Banker
WELLS FARGO
12.2017 - 04.2021
Worked closely with management to strategize sales techniques to increase branch production and customer service.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
Followed up with customers to gather feedback and provide additional assistance.
Customer Sales & Service Representative
WELLS FARGO
05.2016 - 12.2017
Completed call documentation while speaking with customers.
Developed technical and mechanical proficiency to assist customers and field staff with service issues.
Handled calls promptly and with courteous professionalism.
Maintained working knowledge of products, accounts, representatives, tools and systems.
Teller
WELLS FARGO
01.2015 - 05.2016
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.