Joseph Freitas
Port St. Lucie,FL
Summary
Looking forward for the opportunity to grow my career in sales for a reputable company and expand on my current knowledge in sales expertise and relationship building. I know with my sales experience, hardworking attitude and exceptional customer service skills that I would be a great addition to this role.
Overview
11
11
years of professional experience
Work History
Senior Banker
Bank of America
Port Saint Lucie, FL
05.2022 - Current
- Provided exceptional customer service, resolving complex issues promptly to maintain client trust and loyalty
- Played an active role in driving sales targets by proactively pitching new products/services to both existing and prospective clients
- Managed escalated phone calls by applying conflict resolution skills and extensive knowledge of bank policies, products and services
- Mentored relationship bankers, sharing knowledge and expertise to foster professional growth within the team
- Increased client satisfaction by providing customized financial solutions tailored to their specific needs
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product
- Leveraged networking events to build connections with potential clients, fostering brand awareness in target markets.
- Consistently performed and met all sales targets and behaviors
Relationship Banker
Bank of America
Port Saint Lucie, FL
09.2020 - 05.2022
- Processed customer requests for statements, ordering checks and updating personal information
- Presented new and additional products and services to existing clients
- Improved operations through consistent hard work and dedication
- Approached prospective clients through cold calling and emails to meet sales targets
- Answered customer questions and explained available services, deposit accounts and other products
- Backed up teller team by handling needs of new and existing clients
- Continuously boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals
PNC Bank
Teller
Port Saint Lucie, FL
04.2018 - 08.2020
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow
- Answered customer inquiries regarding account balances, transaction history, service charges and service opportunities
- Processed customer transactions promptly minimizing wait times
- Learned about clients financial needs, established trust and optimized sales opportunities
- Referred to appropriate representative or line of business for cross-sell opportunities
- Back up to Head Teller, controlled vault when prompted
Cashier
Publix
Port Saint Lucie, FL
07.2015 - 04.2018
- Greeted customers entering store and responded promptly to customer needs
- Worked flexible schedule and extra shifts to meet business needs
- Operated cash register for cash, check and credit card transactions with excellent accuracy levels
- Helped customers complete purchases, locate items and join rewards programs
- Mentored new team members on POS system operations, customer service strategies and sales goals
- Was top performer in seasonal sales goals
Education
High School Diploma -
St. Lucie West Centennial High School
Port Saint Lucie, FL05-2015
Skills
- Sales Expertise
- Relationship building and management
- Adapt well to change
- Excel in team work environment
- Hard working
- Financial Advising
- Eager to teach
- Excellent customer service skills
- Strategic thinking
- Resilience and Persistence
- Problem Solving
Timeline
Senior Banker
Bank of America
05.2022 - Current
Relationship Banker
Bank of America
09.2020 - 05.2022
PNC Bank
Teller
04.2018 - 08.2020
Cashier
Publix
07.2015 - 04.2018
High School Diploma -
St. Lucie West Centennial High School