Summary
Overview
Work History
Education
Skills
Timeline
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Karen Chavez

Katy,TX

Summary

Sales agent with 5-6 years of sales achievements in retail and banking environments. Proven ability to grow and develop in new markets and territories. Creatively collaborating new ideas and initiatives to help increase sales revenue. Professional in preparing and delivering products/presentations and negotiating proposals. Excellent aptitude for service and client care experience. Dressed for success

Overview

6
6
years of professional experience

Work History

Relationship Banker

Bank of America
08.2022 - Current
  • Top performer, finished in top 5% in sales for 6 consecutive quarters.
  • Identified, qualified, and owned prospect leads through referrals, phone interactions, in person connections, advertising leads, ect. and inspired prospects to take action.
  • Presents bank products to include deposits account, credit cards, home/auto loans, adhering to laws and regulations.
  • Daily collaborations with teammates to ensure monthly, quarterly, and annual sales are fulfilled.
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.
  • Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.

Unit Supply Sergeant

Texas Army National Guard
10.2018 - Current
  • Improved unit readiness by ensuring timely distribution of critical supplies and equipment to soldiers.
  • Supervised personnel in daily tasks, fostering an environment of teamwork and collaboration among team members.
  • In charge of accountability in regards to issuing, receiving, and securing weapons and ammunition as well as the incoming and outgoing supply equipment.
  • Inspection on incoming and outgoing supply, assuring items remain intact before signing correspondent forms. (Management/movement of property with values of over 2 million)
  • Prepares weekly powerpoint presentations to reflect where unit is at in logistical/maintenance matters.

Retail Sales Associate

Kohls Department Store
05.2019 - 12.2019




  • Promoted special offers and events by engaging with customers on the sales floor, driving awareness of promotions and boosting sales conversion rates.
  • Met company's bonus threshold every quarter (Monthly bonuses equaling to 600+, 15$ per every credit card approved)
  • Increased sales revenue through effective product recommendations tailored to individual customers.
  • Consistently met personal sales goals through proactive engagement with customers and upselling techniques when appropriate.
  • Efficiently executing point of sale with successful results creating positive relationships.
  • Presents credit cards while adhering to store regulatory rules.
  • Support inventory accuracy through accurate completion of all required point of sale and merchandise disposition practices.

Education

Certificate of Completion -

Classic & Volume Eyelash Extension Course
Houston, TX
02.2022

Diploma - Logistics

United States Quartermaster School
Fort Lee, VA
12.2019

High School Diploma -

Cypress Lakes High School
Houston, TX
06.2018

Skills

  • Sales expertise
  • Financial Advising
  • Recordkeeping requirements
  • Bilingual; Spanish ( Proficient)
  • Tech Savvy (Excel, Powerpoint, Outlook mail, etc)
  • Strategic digital/social media platform builder
  • Client rapport building
  • Confident/Articulate communicator and presenter, tailoring messages for diverse audiences

Timeline

Relationship Banker

Bank of America
08.2022 - Current

Retail Sales Associate

Kohls Department Store
05.2019 - 12.2019

Unit Supply Sergeant

Texas Army National Guard
10.2018 - Current

Certificate of Completion -

Classic & Volume Eyelash Extension Course

Diploma - Logistics

United States Quartermaster School

High School Diploma -

Cypress Lakes High School

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Karen Chavez