Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Kenny Gonzalez

High Point,NC

Summary

Professional objective: I am a dedicated and passionate professional with more than 20 years of experience in sales, team development, management and customer service. I am self-motivated individual with an expert understanding of team development, skill building, maintaining operational excellence and compliance with a positive history of exceeding goals. I am seeking to join a team and build a career within a longstanding company that effectively utilizes my experience in professional sales, brand representation, leadership, business relationship development and business communications. I have an extensive knowledge in data/order entry software systems, content creating software and experience administrating multiple systems and teams. In my career I have consistently increased sales and maintained brand awareness through cohesive marketing strategies. I have been successful with Introduction of new products into markets by utilizing product knowledge to generate interest with a customer focused approach, based on clients priorities. I am also experienced in launching successful, targeted campaigns via direct phone client outreach, mass print, email-marketing and direct mail campaigns that positively impact customer loyalty and revenue growth. My greatest strength is for team management and development. My passion to lead, motivate and develop a team to effectively exceed targets and goals as well as build long lasting relationships by consistently and effectively communicating, accepting and providing feedback to constructively develop any areas of opportunities. I Excel in balancing leadership decisions with negotiation skills to gain group consensus and achieve a positive and productive work environment. Detail oriented and able to prioritize and manage multiple projects in a fast-paced high-pressure environment. I actively communicate and collaborates with team members to ensure efficient and effective execution. I specialize in career development as well as successfully developing multiple team members into desired roles through effective coaching and career path planning to success.

Overview

21
21
years of professional experience

Work History

Relationship Banker/Financial Solutions Advisor Licensing Candidate

Bank Of America, Certified
09.2021 - Current
  • Motivator excelling in prospecting and generation of sales opportunities
  • Specialize in deepening relationships by providing financial advice
  • Creative thinking to problem-solve and product match available opportunities
  • Consistently exceed company quarterly goals resulting in financial centers success
  • Securities Industry Essentials
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Helped clients make informed decisions about financial future.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Educated clients on financial topics and best practices.
  • Presented financial plans and investment recommendations to clients.
  • Monitored and updated financial plans to comply with client goals.
  • Educated clients on potential risks and rewards associated with various investments.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Studied financial documents to identify potential areas needing improvement.
  • Assisted clients with budgeting and cash flow management.
  • Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
  • Informed clients of strategies for reducing debt and maximizing savings.
  • Strong team building along with daily skill building resulting in effective and positive client feedback

Teller/Banker/Lead Teller/Wholesale Account Executive /Service Manager

Wells Fargo
02.2014 - 05.2021
  • Lead multiple teams within financial center to uncover sales opportunities and provide excellent customer experience
  • Coached and developed highly effective sales team to consistently exceed company goals resulting in 10% increase in quarterly revenue
  • Created action plans for team to exceed set goals resulting 100% of team reaching incentive goals and payouts
  • Created development plans to assist team members with career development and set goals to achieve resulting in multiple team members promoting to leadership roles and other sales related goals within company
  • Market Leader in operational excellence, Managing risk and Consistent top performer in sales and service
  • Uncovered client’s needs by asking open ended questions and effectively product matching needs
  • Treasury Management Executive navigating multiple systems to assist major wholesale companies manage accounts and troubleshoot equipment to ensure their operating efficiently and effectively
  • Proficient in data entry, created excel spreadsheet and utilized adobe to create layered presentations
  • Projected forecasting to create effective scheduling to maximize productivity
  • Developed multiple team members into desired roles in their development plans as well as leadership roles
  • Experience in assisting with Payroll Administration, worked exclusively with multiple companies to ensure payroll deadlines were met and all checks to be distributed were submitted to bank to be negotiated as well as submitting payroll for direct reports
  • Managed accounts to retain existing relationships and grow share of business.
  • Built relationships with customers and community to establish long-term business growth.
  • Resolved problems with high-profile customers to maintain relationships and increase return customer base.
  • Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
  • Collaborated with upper management to implement continuous improvements and exceed team goals.
  • Managed revenue models, process flows, operations support and customer engagement strategies.
  • Demonstrated products to show potential customers benefits and advantages and encourage purchases.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Collaborated with advertising group to create uniformity between advertising messages and retail incentives.
  • Facilitated business by implementing practical networking techniques.
  • Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.
  • Directed sales support staff in administrative tasks to help sales reps close deals.
  • Aligned company goals with customer outcomes and increased satisfaction by automating contact management systems.

Customer Service Representative

09.2013 - 03.2016
  • Sales presentations of products to potential customers
  • Order entry in multiple systems, effective communication with customers, product knowledge
  • Utilization of multiple systems to process product inventory, importing, exporting and tracking of transportation of goods
  • Navigate multiple systems to locate and record shipments nationwide
  • Creating spreadsheets to record customers returns and exchange history to ensure complete within time frame, troubleshooting customers equipment and up selling current customers
  • Sales force, Excel and basic computer functions
  • Execute on action plan to exceed company goals and metrics via face-to-face conversations
  • Cold calls and warm lead contacts to present opportunities and build relationships
  • Network operations associate utilizing multiple systems to assist field techs with equipment provisioning and proper code mapping of equipment within multiple systems
  • Route and reroute field techs with schedule and reschedule to maximize productivity
  • Training and development of new hire team members with product knowledge, system knowledge, how to effectively navigate multiple systems to provision equipment, order entry of products and troubleshooting of customers equipment

Customer Account Executive, Sales Rep

Comcast, Xfinity
02.2006 - 05.2013
  • Network Operations
  • Team Lead for Training and Development for New Hires, Face to face digital sales presentations targeting current and potential clients in retail location

Bellman/Valet

Harbor Court Hotel
03.2003 - 05.2006
  • Explained important features of guest rooms to travelers.
  • Escorted guests to assigned rooms and transported luggage.
  • Responded immediately to any guest requests or concerns and promptly resolved issues.
  • Escorted guests to and from rooms and assisted with baggage.
  • Notified front desk manager of any guest issues in need of additional attention.
  • Greeted arriving guests and assisted with luggage, sports equipment and pets.
  • Transferred luggage, bags and other items from vehicles and main lobby to and from guest rooms with wheeled cart.
  • Provided guests with information regarding hotel's amenities, local attractions, nightlife, dining options, museums and concerts.
  • Delivered newspapers, mail, packages, faxes and check-out invoices to guest rooms.

Education

Graduate - Business

Towson Senior High School
Towson, MD
06.2002

Skills

  • Proficient in Cash Management
  • Bi-lingual Spanish Fluent
  • Microsoft office applications
  • Utilization of Adobe, Google Admin
  • Customer Relations and retention
  • Data entry
  • Sales
  • Network Operations Support
  • Strategic planning and implementation
  • Team Management and development
  • Knowledge of software systems like SAP, HRIS, Etc…
  • Data based building and development
  • Networking
  • Proficient with all financial software systems and order/data entry systems
  • SIE Certified

Languages

Spanish
Native or Bilingual

Timeline

Relationship Banker/Financial Solutions Advisor Licensing Candidate

Bank Of America, Certified
09.2021 - Current

Teller/Banker/Lead Teller/Wholesale Account Executive /Service Manager

Wells Fargo
02.2014 - 05.2021

Customer Service Representative

09.2013 - 03.2016

Customer Account Executive, Sales Rep

Comcast, Xfinity
02.2006 - 05.2013

Bellman/Valet

Harbor Court Hotel
03.2003 - 05.2006

Graduate - Business

Towson Senior High School
Kenny Gonzalez