Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kesha Osei Sarfo

Cincinnati,OH

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

27
27
years of professional experience

Work History

Financial Wellness Consultant

Key Bank
02.2019 - 06.2023
  • Assist walk-in traffic with identifying financial needs and goals to provide customized solutions.
  • Educate clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Create business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
  • Work with clients to support understanding of rationale and details of financial strategies.
  • Skilled at working independently and collaboratively.
  • Help individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Cultivate and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
  • Highlight values and educated clients on investment and saving with financial products.
  • Daily outbound calling 5-10. clients daily expectation of setting 5 weekly appointments.

General Manager

Ulta Beauty Inc.
02.2016 - 02.2019
  • Managed 20 + employees ,budget implementations, employee reviews, training, schedules.
  • Set, enforced and optimized internal policies to maintain responsiveness to demands.
  • Reduced corporate risk by managing shrink processes and controlling inventory levels.
  • Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
  • Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures and technology systems.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Enhanced operational efficiency and productivity by managing budgets, accounts and costs.
  • Implemented operational strategies and effectively built customer and employee loyalty.
  • Organized budgets, achieved margin targets consistently to stay on track with growth plans.
  • Reduced costs, managed delivery schedules and performed risk analysis to improve overall profitability.
  • Assessed reports to evaluate performance, develop targeted improvements and implement changes.
  • Identified issues, analyzed information and provided solutions to problems
  • Developed strong communication and organizational skills through working on group projects
  • Developed and maintained courteous and effective working relationships
  • Exercised leadership capabilities by successfully motivating and inspiring others
  • Cultivated interpersonal skills by building positive relationships with others

Women’s Department Supervisor

JCPenney
01.2015 - 02.2016
  • Coached 20+ employees and trained on methods for handling various aspects of sales, complicated issues and difficult customers.
  • Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
  • Mentored sales team in applying effective sales techniques and delivering top-notch customer service.
  • Opened and closed store 6 days per week by counting registers, making deposits and storing and filing all daily paperwork.
  • Maintained stock of items, cleanliness, organization and provided excellent customer service.
  • Oversaw employee performance, corrected problems and increased efficiency to maintain productivity targets.
  • Managed team of 20+ employees, delegated tasks and held each employee accountable for completing assignments.
  • Handled cash register, returns and refunds.
  • Assigned tasks and established work schedules to staff to cover operational needs.
  • Assessed sales reports to identify and enhance sales performance, support inventory oversight and capitalize on emerging trends.
  • Established and optimized schedules to keep coverage and service in line with forecasted demands.
  • Used weekly financial data to analyze company growth and optimize operational strategies.

Co Sales Manager

Bath & Body Works
08.2014 - 01.2015
  • Expected and enabled team to stay up-to-date on major promotions, brand launches and events.
  • Established culture of accountability through clear expectations and performance management.
  • Managed 10+ employees also engaged in consistent and meaningful development conversations.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Managed day-to-day staffing and handled scheduling for all store employees.
  • Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
  • Trained team members in successful strategies to meet operational and sales targets.
  • Facilitated high volumes of cash, credit and gift card transactions, verifying cash drawer balance at end of each shift.
  • Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
  • Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
  • Maintained company's visual merchandise standards through general housekeeping and planograms.
  • Answered product questions with up-to-date knowledge of sales and store promotions.

Department Supervisor

JCPenney
07.1996 - 08.2014
  • Maintained stock of items, cleanliness, organization and provided excellent customer service.
  • Coached 20+ employees and trained on methods for handling various aspects of sales, complicated issues and difficult customers.
  • Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
  • Opened and closed store 6 days per week by counting registers, making deposits and storing and filing all daily paperwork.
  • Created employee schedules to align coverage with forecasted demands
  • Oversaw employee performance, corrected problems and increased efficiency to maintain productivity targets.
  • Coached employees and trained on methods for handling various aspects of sales, complicated issues and difficult customers.
  • Managed team of 20+ employees, delegated tasks and held each employee accountable for completing assignments.
  • Handled cash register, returns and refunds.
  • Assigned tasks and established work schedules to staff to cover operational needs.
  • Promoted culture focused on encouraging staff to develop skills and abilities.
  • Assessed sales reports to identify and enhance sales performance, support inventory oversight and capitalize on emerging trends.
  • Multiplied earnings through sales goal achievement, customer service improvements and commitment to team objectives.

Education

High School Diploma -

Hughes Stem High School
Cincinnati, OH
05.1995

Skills

  • Financial Knowledge
  • Cash Handling
  • Recruiting and Hiring
  • Performance Review
  • Merchandising
  • Client Needs Assessment
  • Communications Strategies
  • Goals and Performance
  • Manage Budgets
  • Risk Management
  • Leadership
  • Retail Management
  • Inventory and Supply Management
  • Sales Growth
  • Verbal and Written Communication
  • Training and Development

Timeline

Financial Wellness Consultant

Key Bank
02.2019 - 06.2023

General Manager

Ulta Beauty Inc.
02.2016 - 02.2019

Women’s Department Supervisor

JCPenney
01.2015 - 02.2016

Co Sales Manager

Bath & Body Works
08.2014 - 01.2015

Department Supervisor

JCPenney
07.1996 - 08.2014

High School Diploma -

Hughes Stem High School

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Kesha Osei Sarfo