Results-driven banking and sales professional with experience in financial analysis, exemplary customer service, upselling techniques, and extensive knowledge of working within a sales environment while motivating staff to reach sales goals. Committed to maintaining and analyzing sales data to boost productivity. Specialize in ensuring customer satisfaction through timely handling of customer service issues. Seeking a challenging role where I can utilize my expertise to contribute to the success of the organization while furthering my career development. Authorized to work in the US for any employer
Overview
13
13
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager
First Atlantic Federal Credit Union
Eatontown, NJ
03.2024 - 07.2025
Supports the Branch Manager in overseeing the daily operations of the credit union branch, ensuring that staff delivers high-quality member service and adheres to all policies and regulations. This role involves managing staff, handling member inquiries and issues, and ensuring that the branch meets its financial and operational goals
Staff Management:
Assist in recruiting, training, and developing branch staff.
Provide daily supervision, coaching, and performance evaluations.
Ensure staff adherence to credit union policies and procedures.
Member Services:
Ensure that members receive prompt, courteous, and efficient service.
Resolve complex member issues and complaints.
Promote credit union products and services to meet member needs.
Operations Management:
Oversee daily branch operations, including cash handling, vault management, and transaction processing.
Ensure compliance with federal and state regulations, as well as credit union policies.
Monitor branch security, including opening and closing procedures.
Sales and Business Development:
Assist in developing and implementing strategies to achieve branch sales goals.
Support the promotion of credit union products and services.
Foster relationships with local businesses and community organizations.
Financial Oversight:
Assist in managing the branch’s budget and financial performance.
Monitor branch cash flow, including deposits, withdrawals, and loan disbursements.
Prepare reports on branch performance for senior management.
Risk Management:
Identify and address potential risks in branch operations.
Ensure compliance with internal controls and audit requirements.
Assist in maintaining accurate records for audits and examinations.
Member and Community Engagement:
Represent the credit union in community events and activities.
Assist in organizing and participating in financial education and outreach programs.
Support initiatives to enhance member engagement and satisfaction.
Citizens Banker
Citizens Finance Group
Middletown, NJ
02.2023 - 03.2024
Proficient in financial analysis and reporting
Strong understanding of banking products and services
Excellent communication and interpersonal skills
Ability to thrive in fast-paced environments
Sound knowledge of regulatory compliance and risk management
Proficient in Microsoft Office, Salesforce, and financial software applications
Proven track record of delivering exemplary customer service and effectively upselling financial products
Solar Specialist
Momentum Solar
South Plainfield, NJ
09.2022 - 02.2023
Mortgage Loan Originator
Bluerock Mortgage
Morganville, NJ
05.2022 - 02.2023
New and Used Car Sales Consultant
All American Chevrolet
Middletown, NJ
12.2020 - 02.2021
Greeted and actively listened to customers to uncover purchasing needs and provide recommendations based on automotive requirements.
Used consultative sales process to match customers with vehicles suiting their needs.
Demonstrated vehicle functionality and explained options, accompanied prospective customers on test drives, and explained costs associated with purchase.
Researched new automotive releases to maintain knowledge of new products and trends.
Informed customers of associated dealer services and products such as extended warranties.
Cultivate relationships with new customers to achieve sales objectives and provide insight into new products, features, and options.
Strategically negotiate with customers to close on deals and increase sales; personally work deals, interest rates, leases, and calculate financial requirements prior to obtaining approval from dealership manager and F&I manager.
Qualify and follow up on warm Internet leads regarding new and pre-owned vehicle availability, price, and options.
Maintain contact with customers via email, phone calls, and regular updates on promotional offers.
Vehicle Wholesaler
Kirk Buys Cars
11.2019 - 03.2020
Monitored all auctions and purchased necessary vehicles from it.
Coordinated with wholesalers, car dealers, and purchased and sold wholesale vehicles.
Managed purchase and trade sales of vehicles.
Documented details of all appraised vehicles and ensured regular follow up.
Participated in auctions and procured car from auction as well as private sellers.
Ensured profit in every sales and maintained record of the gross profit.
Maintained neat and clean vehicles applied wax to bodies and if required buffered it.
Administered sales activities through auction records and new trader deal ins.
Performed negotiation on processes and made appropriate travel arrangements.
Identified appropriate used vehicle and performed negotiations on prices.
Maintained company database and provided update to it for any purchases.
Conducted test drive for any used car prior to buying and evaluated for dents and scratches.
Developed and maintained professional relationships with companies and auction partners to achieve objectives.
Utilized social media for advertising for used cars that were high in demand.
Identified appropriate and good quality vehicles that can generate profit
Used Car Manager
DCH Freehold Toyota
01.2015 - 11.2019
Managed and tracked all used car sales.
Maintained updated listing of all available used vehicles.
Prepared quarterly sales reports and budget forecasts.
Adhered to all state regulations regarding used vehicle sales.
Hired and trained sales staff.
Recorded customer information and produced reports noting buying trends.
Established monthly sales goals and motivated staff to achieve those goals.
Coordinated with marketing department to prepare promotional activities.
Appraised all used vehicles and maintained a database of vehicle conditions.
Maintained and updated customer database.
Maintained ongoing communications with current and previous customers.
Approved customer financing options and assigned trade-in value to vehicles.
Attended periodic sales meetings and met weekly with sales staff.
Determined cost-effective ways to increase sales.
Ensured that dealership website was kept up-to-date.
Courteously addressed customer service issues.
Prepared sales and budget forecasts.
Monitored all auctions and purchased necessary vehicles from it.
Coordinated with wholesalers and purchased wholesale vehicles.
Managed purchase and trade sales of vehicles and ensured achievement of all objectives.
Determined all trade in services to all new car executives and valuated part exchange vehicles.
Documented details of all appraised vehicles and ensured regular follow up.
Used Car Inventory Manager
DCH Freehold Toyota
04.2014 - 01.2015
Established and maintained daily logs for used vehicles.
Handled vehicle inventory, analyzed market needs and prepared stocks of vehicles.
Monitored all auctions and purchased necessary vehicles from it.
Coordinated with wholesalers and purchased wholesale vehicles.
Managed purchase and trade sales of vehicles and ensured achievement of all objectives.
Determined all trade in services to all new car executives and valuated part exchange vehicles.
Documented details of all appraised vehicles and ensured regular follow up.
New and Used Car Sales Consultant
DCH Freehold Toyota
01.2013 - 01.2014
Greeted and actively listened to customers to uncover purchasing needs and provide recommendations based on automotive requirements.
Used consultative sales process to match customers with vehicles suiting their needs.
Demonstrated vehicle functionality and explained options, accompanied prospective customers on test drives, and explained costs associated with purchase.
Researched new automotive releases to maintain knowledge of new products and trends.
Informed customers of associated dealer services and products such as extended warranties.
Cultivate relationships with new customers to achieve sales objectives and provide insight into new products, features, and options.
Strategically negotiate with customers to close on deals and increase sales; personally work deals, interest rates, leases, and calculate financial requirements prior to obtaining approval from dealership manager and F&I manager.
Qualify and follow up on warm Internet leads regarding new and pre-owned vehicle availability, price, and options.
Maintain contact with customers via email, phone calls, and regular updates on promotional offers.
Education
High school diploma - undefined
Jackson Memorial High School
06-1997
Skills
Spearheaded recruitment initiatives to attract top talent
Oversaw territory management to optimize sales performance and client relationships
Executed purchasing strategies to optimize supply chain efficiency
Executed cash handling procedures to ensure accurate financial transactions
Assisted in developing brand strategies to enhance market presence Supported marketing teams in executing promotional campaigns Collaborated with designers to create visual branding elements
Spearheaded business development initiatives to drive growth and expand market presence
Executed inbound selling strategies to drive customer acquisition and revenue growth
Assisted teams in utilizing Salesforce Cloud for project management tasks Supported data entry and reporting functions to enhance team efficiency Collaborated with colleagues to troubleshoot issues and improve user experience
Executed merchandising strategies to enhance product visibility and drive sales
Assisted in onboarding new employees by providing orientation materials and resources Supported new hires in understanding company policies and procedures Facilitated introductions to team members and key stakeholders
Optimized sales management systems to enhance operational efficiency
Oversaw team operations and strategic initiatives to enhance productivity
Managed office operations, ensuring efficient workflow and task completion
Facilitated cash transaction processing with accuracy and efficiency
Assisted teams in organizing project documentation and schedules Supported project managers in tracking progress and meeting deadlines Contributed to team meetings by providing updates and feedback
Directed sales management strategies to optimize revenue growth
Assisted in managing sales pipeline to track potential leads and opportunities Supported team efforts to maintain accurate records of customer interactions Contributed to the organization of sales activities to enhance workflow efficiency
Assisted in conducting research to support project objectives Collaborated with team members to gather relevant data Contributed to the analysis of findings to inform decision-making
Demonstrated adaptability in dynamic environments to meet evolving challenges
Oversaw database management operations to ensure data integrity and accessibility
Spearheaded initiatives to promote bank products and enhance customer engagement
Demonstrated exceptional verbal and written communication skills to facilitate effective collaboration
Assisted in generating leads through targeted outreach efforts Supported team members in achieving sales goals by providing necessary resources Contributed to maintaining customer relationships through regular follow-ups
Facilitated discussions to reach agreements among team members Supported negotiation processes to achieve consensus on project goals Assisted in resolving conflicts to maintain team cohesion
Assisted teams in completing projects on schedule and within budget parameters Supported project planning and execution to meet defined objectives Collaborated with stakeholders to facilitate communication and project updates
Assisted teams in utilizing Salesforce for customer relationship management Supported data entry and maintenance to ensure accurate records Helped troubleshoot user issues to enhance system functionality
Led initiatives in team development, fostering collaboration and growth
Facilitated effective communication through active listening techniques
Conducted comprehensive cash flow analysis to assess financial health and liquidity
Ensured adherence to financial regulations and compliance standards
Advised clients on optimal banking product selection to enhance financial decision-making
Directed operations management initiatives to enhance efficiency and productivity
Assisted in identifying opportunities for cross-selling products to existing customers Supported team members in developing strategies to enhance customer engagement Contributed to achieving sales targets through effective communication with clients
Cultivated and maintained strategic relationships with key stakeholders
Spearheaded identification of new business opportunities to drive growth
Assisted customers in identifying product needs and providing solutions Supported sales team in achieving targets through effective communication Contributed to maintaining inventory levels and product displays
Oversaw wholesale sales operations to drive revenue growth
Resolved customer complaints through effective communication and problem-solving strategies
Managed appointment scheduling to optimize team availability and enhance client interactions
Assisted teams in utilizing productivity software to enhance workflow efficiency Supported colleagues in troubleshooting software issues to minimize downtime Facilitated training sessions on software features to improve user proficiency
Analyzed automotive competitive landscape to identify market trends and opportunities
Assisted in operating point of sale systems to facilitate transactions Supported team members in troubleshooting system issues to enhance customer service Contributed to training sessions for new staff on system functionalities
Crafted and refined written communication strategies
Executed comprehensive underwriting assessments to evaluate risk and ensure compliance with industry standards
Assisted in generating sales referrals through effective communication and relationship-building strategies Supported sales team by identifying potential leads and facilitating introductions Contributed to team efforts by maintaining accurate records of referral activities
Executed computer operations to ensure system functionality and efficiency
Acquired and maintained comprehensive industry knowledge of financial regulations
Assisted in configuring and maintaining computer networks to support organizational operations Collaborated with team members to troubleshoot network issues and enhance connectivity Provided technical support to users for network-related inquiries
Oversaw customer relationship management strategies to enhance client engagement
Executed sales closing strategies to secure client commitments
Assisted in developing pricing strategies to support sales initiatives Collaborated with team members to analyze market trends and competitor pricing Supported the implementation of pricing adjustments based on customer feedback
Led retail teams to enhance operational efficiency and customer service standards
Conducted forecasting analyses to predict market trends and inform strategic decision-making
Ensured compliance with fair housing regulations to promote equitable housing opportunities
Oversaw crew management operations to ensure efficient team performance
Executed strategic decision-making processes to enhance operational efficiency
Conducted comprehensive business analysis to identify operational efficiencies and growth opportunities
Leveraged Microsoft Office suite to enhance document creation and data management processes
Facilitated effective phone communication with clients and stakeholders
Assisted customers with inquiries and issues to enhance satisfaction Provided support in resolving product-related concerns Facilitated communication between customers and service teams
Executed sales lead qualification processes to identify high-potential prospects
Cultivated social media engagement strategies to enhance prospecting efforts
Assisted in executing direct mail campaigns to enhance customer engagement Supported team members in managing mailing lists and tracking responses Contributed to the design and distribution of promotional materials
Conducted comprehensive market research to identify industry trends and consumer preferences
Assisted in processing loan applications, ensuring timely and accurate completion Supported team efforts in verifying applicant information and documentation Contributed to maintaining organized records of loan transactions
Oversaw team operations and ensured adherence to organizational standards
Demonstrated effective presentation skills to convey complex information clearly
Executed consultative selling techniques to identify client needs and provide tailored solutions
Assisted in creating product presentations to effectively communicate features and benefits Supported team members in preparing visual aids and materials for client meetings Collaborated with colleagues to gather feedback and improve presentation content
Assisted in sourcing and purchasing materials to support project needs Collaborated with vendors to facilitate timely delivery of goods Supported team members in maintaining accurate inventory records
Ensured compliance with Bank Secrecy Act regulations to mitigate financial crime risks
Assisted in diagnosing automotive issues Supported technicians in performing repairs and maintenance Contributed to maintaining a clean and organized workspace
Assisted in managing sales documentation and order processing Supported team members in tracking inventory levels and customer inquiries Coordinated communication between sales and logistics departments
Led strategic initiatives to enhance team performance and drive project success
Assisted clients with financial inquiries and transactions Supported team members in processing financial documents Contributed to maintaining accurate financial records
Oversaw customer account management processes
Facilitated clear verbal communication to enhance team collaboration
Optimized scheduling and prioritization of tasks to enhance productivity
Drove B2B sales initiatives to expand market reach and enhance revenue streams
Oversaw sales pipeline management to optimize revenue generation
Conducted comprehensive financial analysis to inform strategic decision-making
Assisted customers in identifying additional products to enhance their purchases Supported sales team in promoting complementary items to increase overall sales Facilitated customer engagement to encourage repeat business
Facilitated resolution of customer complaints to enhance satisfaction and loyalty
Oversaw dealership operations, ensuring efficient service delivery and customer satisfaction
Directed sales team operations to achieve revenue targets and enhance market presence
Cultivated and maintained strategic relationships with key stakeholders
Assisted users in creating and formatting documents using Microsoft Word Supported team members in utilizing Word features for efficient project completion Provided guidance on best practices for document design and layout
Facilitated lead nurturing processes to enhance customer relationships
Facilitated resolution of conflicts to foster a collaborative work environment
Assisted customers with inquiries and issues to enhance satisfaction Provided timely solutions to support customer needs Collaborated with team members to improve service delivery
Utilized Microsoft Outlook to manage daily communications and schedule meetings effectively Supported team members by organizing shared calendars and coordinating appointments Assisted in maintaining organized email correspondence for improved workflow
Demonstrated analytical expertise to evaluate complex data sets and derive actionable insights
Assisted in the implementation of banking software solutions to enhance operational efficiency Supported teams in troubleshooting software issues to ensure smooth functionality Contributed to user training sessions to improve software adoption among staff
Executed strategic sales negotiations to secure favorable terms and conditions
Assisted in conducting sales training sessions to enhance team skills Supported new hires in understanding product offerings and sales techniques Collaborated with team members to develop training materials and resources
Leveraged advanced computer skills to enhance operational efficiency
Leveraged CRM system expertise to enhance customer relationship management processes
Assisted in managing online product listings to enhance visibility and sales Supported customer inquiries to improve satisfaction and retention Collaborated with team members to streamline order processing and fulfillment
Assisted in tracking profit and loss statements to support financial decision-making Collaborated with team members to analyze budget variances and identify cost-saving opportunities Contributed to the preparation of financial reports for management review
Conducted comprehensive analysis of customer needs to inform product development
Assisted teams in completing projects on schedule and within budget Supported project coordination efforts to enhance team collaboration Contributed to problem-solving initiatives to improve project outcomes
Executed objection handling strategies to effectively address customer concerns and enhance sales outcomes
Executed outbound calling campaigns to engage potential clients
Assisted teams in analyzing data to identify trends and insights Supported project completion by gathering and organizing relevant information Contributed to the development of reports that summarize findings
Leveraged banking services expertise to enhance client financial solutions
Demonstrated proficiency in various computer applications and software tools
Assisted in creating presentations using Microsoft PowerPoint Supported team members in developing visual aids for meetings Contributed to the design of engaging slides to enhance communication
Facilitated mathematical problem-solving and analysis to enhance understanding of concepts
Executed direct sales strategies to drive revenue growth
Assisted clients in obtaining loans through effective communication and support Facilitated the loan application process by gathering necessary documentation Provided guidance on loan options to help clients make informed decisions
Conducted outreach to potential clients through cold calling Supported sales team by generating leads and scheduling appointments Assisted in building relationships with prospects to enhance customer engagement
Assisted teams in utilizing CRM software to manage customer relationships effectively Supported data entry and maintenance to ensure accurate customer information Helped troubleshoot basic issues to enhance user experience
Streamlined task prioritization to enhance workflow efficiency
Assisted customers with product inquiries and order placements Supported sales team in achieving monthly targets Maintained accurate records of customer interactions
Facilitated client interactions through effective phone communication
Implemented fraud prevention and detection strategies to safeguard organizational assets
Demonstrated meticulous attention to detail in all tasks and projects
Assisted in typing documents and reports for team projects Supported colleagues by transcribing meeting notes and action items Contributed to efficient communication through accurate data entry
Leveraged retail banking expertise to enhance customer service and operational efficiency
Assisted teams in completing projects on schedule and within budget parameters Supported project planning and execution to meet defined objectives Collaborated with stakeholders to facilitate communication and project updates
Managed data entry processes to ensure accuracy and efficiency
Executed deal closing strategies to secure client agreements
Facilitated effective customer communication strategies
Assisted in identifying potential clients through targeted outreach efforts Supported sales teams in developing relationships with new prospects Contributed to lead generation initiatives to expand customer base
Spearheaded initiatives to promote bank services and enhance customer engagement
Oversaw comprehensive account management processes to enhance client relationships
Implemented strategies to enhance customer retention and loyalty
Assisted in data entry and analysis using Microsoft Excel Supported team members in creating spreadsheets for project tracking Contributed to the organization of data for reporting purposes
Assisted in developing marketing materials to support campaigns Collaborated with team members to execute promotional events Provided administrative support for marketing initiatives
Utilized presentation software to design and deliver impactful visual presentations
Assisted customers in identifying product needs and providing tailored solutions Supported sales team in achieving targets through effective communication and relationship building Contributed to maintaining customer satisfaction by addressing inquiries and resolving issues promptly
Executed comprehensive financial planning strategies to optimize resource allocation
Assisted in managing social media accounts to enhance brand visibility Supported content creation for various platforms to engage target audiences Monitored social media interactions to provide timely responses and feedback
Oversaw customer returns process to ensure efficient resolution and satisfaction
Supported quality assurance processes to maintain product standards Collaborated with teams to identify and resolve issues Assisted in testing procedures to ensure compliance with specifications
Assisted customers in identifying product needs Supported sales team in achieving targets through effective communication Facilitated product demonstrations to enhance customer understanding
Assisted in daily operations of retail environment Supported team members in achieving sales goals Maintained inventory levels to ensure product availability
Processed retail sales transactions efficiently to enhance customer satisfaction Assisted customers with product inquiries and purchase decisions Maintained accurate cash handling and transaction records
Assisted clients with banking transactions and inquiries Supported team members in achieving daily operational goals Contributed to maintaining accurate financial records
Assisted teams in achieving project goals through effective collaboration Supported team members in completing tasks on schedule Contributed to a positive team environment by fostering open communication
Assisted in conducting product demonstrations to showcase features and benefits Supported sales teams by providing product knowledge during client presentations Facilitated customer engagement through interactive demo sessions
Facilitated digital banking service operations to enhance customer experience
Analyzed and interpreted automotive market trends to inform strategic decisions
Oversaw daily operations and staff management as Assistant Manager
Demonstrated proficiency in crafting clear and compelling written communication
Executed timely delivery of goods to ensure customer satisfaction
Facilitated used vehicle sales by implementing effective negotiation strategies
Facilitated effective interpersonal communication to enhance team collaboration
Ensured adherence to loan regulations through comprehensive compliance audits
Oversaw daily operations and strategic planning for store management
Executed relationship selling strategies to cultivate long-term client partnerships
Assisted customers in selecting products that meet their needs Supported team members in maintaining store organization and cleanliness Contributed to achieving sales goals through effective product placement
Assisted in developing sales strategies to enhance customer engagement and retention Supported team members in executing sales initiatives to meet targets Collaborated with colleagues to identify market trends and customer needs
Assisted in conducting telemarketing campaigns to generate leads and support sales efforts Provided customer service by addressing inquiries and resolving issues promptly Collaborated with team members to enhance communication strategies and improve outreach effectiveness
Demonstrated advanced technical proficiency in relevant software and tools
Cultivated strong interpersonal skills to foster effective communication and collaboration
Assisted clients in identifying financial products that meet their needs Supported sales teams in achieving monthly targets through effective communication Provided guidance on financial solutions to enhance customer satisfaction
Maintained accurate and organized record-keeping systems
Operated multi-line phone systems to facilitate communication among team members Assisted in troubleshooting technical issues related to phone systems Supported daily operations by managing call routing and handling inquiries efficiently
Managed customer inquiries to ensure timely and effective resolution
Oversaw cash management processes to ensure accurate financial tracking
Administered Windows operating systems to ensure optimal performance and security
Demonstrated exceptional organizational skills to streamline project workflows
Assisted customers through live chat support to resolve inquiries promptly Provided guidance on product features and troubleshooting steps Collaborated with team members to enhance customer satisfaction
Utilized Adobe Acrobat to create and edit PDF documents Assisted team members in converting files to PDF format Supported document collaboration through annotation features
Assisted in data entry and management using Microsoft Access Supported team members in generating reports and analyzing data Helped maintain database integrity and accuracy
Assisted clients in identifying financial products that meet their needs Supported sales teams in achieving targets through effective communication Collaborated with colleagues to streamline processes and enhance customer satisfaction
Directed team operations to enhance productivity and collaboration
Supported initiatives to boost employee morale and satisfaction Assisted in organizing team-building activities to foster collaboration Contributed to the development of communication channels for employee feedback
Conducted email outreach to potential clients to generate leads Supported marketing efforts by identifying and engaging prospects through targeted communication Assisted in building relationships with key stakeholders to enhance outreach effectiveness
Oversaw comprehensive account management processes to enhance client relationships
Executed direct selling strategies to enhance customer acquisition and retention
Conducted comprehensive market research to identify industry trends and consumer preferences
Demonstrated effective presentation skills to convey complex information clearly
Facilitated financing solutions for motor vehicle acquisitions
Oversaw customer service operations, ensuring high-quality support and satisfaction
Directed sales management strategies to optimize revenue growth
Cultivated and strengthened client relationships to enhance business partnerships
Assisted in daily dealership operations to maintain efficient workflow Supported team members in achieving customer satisfaction goals Contributed to inventory management processes to ensure product availability
Executed public relations strategies to enhance brand visibility and reputation
Assisted in building professional relationships through effective communication Supported team members in sharing resources and information Facilitated connections between colleagues and industry professionals
Assisted in identifying potential events for outreach Supported teams in organizing event logistics Contributed to maintaining relationships with event partners
Cultivated and strengthened customer relationships to enhance loyalty and retention
Executed loan origination processes to facilitate client financing solutions
Enhanced language proficiency through comprehensive English instruction
Assisted teams in completing projects on schedule and within budget constraints Supported project management efforts by coordinating tasks and resources effectively Contributed to team success through proactive communication and collaboration