Julie Castanon

• Vehicle, energy storage, and energy generation Sales Advisor role with an increased focus on team development, sales leadership, and high volume sales expectations.
• Demonstrate a mastery of all Tesla products and services. Keep up with EV industry trends and local incentives.
• Actively contribute to the achievement of monthly sales and delivery targets by achieving and exceeding
  individual Sales and KPI targets.
• Excite, engage, and educate prospective customers and current owners through calls, emails or text and
  outbound events to educate them about Tesla’s product offering and answering questions.
• Provide the highest level of customer service throughout the full sales and delivery cycle & installation process, as well as continued support throughout ownership
• Ensure team is fluent in all aspects of product knowledge
• Proficient in Sales and Delivery Operations with strong collaboration with both Service and Operations
• Compiling and running daily + weekly reports to analyze store performance and improve.
• Support training, new hire onboarding, organizing and/or executing validations.
• Prepare customer loan and DMV documents prior to delivery appointment and confirm accuracy
• Provide Word Class Delivery experience by assisting with Logistics, Quality Assurance, Financing, registration/Title

• Managed a portfolio of 300+ small business and individual clients.
• Assist small business clients with managing their cash flow, improving their business, managing their
  employees and banking with convenience through digital tools/services.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
• Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
• Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
• Kept client financial plans optimized for current market trends and economic conditions.
• Open deposit accounts and sell banking products (examples: credit cards, CDs, IRAs, Auto Loans, Credit Lines, Home Loans, Business loans)
• Use industry leading tools such as salesforce for lead generations and out-reach efforts
• Proactively reach out to potential clients/existing clients for client acquisition, client satisfaction and client retention
• Lead a team and operate as a business owner by observing and coaching team and individual performance to collectively meet goals, establishing action plans as applicable.
• Proactively manage risk in every business, product and service transaction leveraging available tools.
• Adhere to policies and procedures through education of regulatory policies,employee and client safety
  procedures and service delivery guidelines.
• Ensure day-to-day activities comply with standards by observing and coaching teammates in customer
  service, operational procedures, transaction accuracy and client engagement.

• Monitored guest services personnel for efficiency and accuracy of response to guest complaints.
• Coached and developed associates to improve soft skills and recovery techniques.
• Enhanced response and resolution systems to meet changing demands.
• Acted quickly to resolve all customer concerns and ensured we met/exceeded scores based on customer
  experience.
• Lead efforts on Red Card Sales conversion.(developed a sales focused front end team and drove high performing scores on store credit card applications)
• Lead a team that plans, schedules, and complete planograms to meet sales targets.
• Conducted job interviews and managed/evaluated team performance.
• Prepared deposits and conducted bank transactions for the store.
• Oversaw all cash/card/check payment operations and processes.
• Managed payroll for direct reports and managed scheduling

Achievements

• Selected to assist in opening and piloting a new formatted store (Target Express). My role was to train and lead the front-end team and adjust accordingly to the new format. I assisted in creating a new role/position for all similar formatted stores and met the CEO Brian Cornell during the process.
• Our Target was the top performing store for Red Card conversion.(store credit card sales) We were ranked #3 in our Group (About 50 stores in Group) and Number 1 in our District EOY for 2014.
• Transferred to a high volume Target store to assist in Red Card sales Conversion.Helped low performing stores to become number 1 the district for Red Card Conversion.

• Engaged customers in the lobby to assist, educate and train customers on how to conduct simple transactions through self- service technologies.
• Ensure customers/clients are connected to the appropriate teammate to help them achieve their financial goals; make sure all sales, service and specialized needs are met; and help drive overall revenue growth.
• Ensure the customer's needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals (examples: customer's banking, small business, mortgage and investment needs)
• During times of high customer traffic, process transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures.