Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Financial Service Representative
Michigan First Credit Union
11.2021 - Current
Responded to inquiries from clients and provided financial advice to drive fiscal growth.
Maintained updated records of all financial transactions to support traceability.
Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Worked with clients to provide competitive commercial banking solutions and retail financing plans.
Built and established relationships with clientele to improve future business opportunities.
Life Producer
Primerica Financial Company
08.2020 - 11.2021
Maintained high standards of customer service by building relationships with clients.
Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Crafted clear, informative reports to explain life insurance policy features and benefits.
Promoted products and services using upselling and other sales strategies.
Analyzed customers' financial situations to recommend appropriate life insurance policies.
Assistant Branch Manager
TCF National Bank
10.2016 - 08.2020
Demonstrated knowledge of branch financial products, loans and lines of credit.
Built rapport with account holders by reaching out with product recommendations and account updates.
Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
Trained and developed new team members in alignment with branch service standards and objectives.
Customer Service Representative
United Way
01.2018 - 10.2018
Handled customer inquiries and suggestions courteously and professionally.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Answered constant flow of customer calls with minimal wait times.
Offered advice and assistance to customers, paying attention to special needs or wants.
Customer Service Representative
CVS Pharmacy
03.2016 - 04.2017
Handled customer inquiries and suggestions courteously and professionally.
Responded to customer requests for products, services, and company information.
Processed customer service orders promptly to increase customer satisfaction.
Customer Service Representative
Minacs, OnStar
05.2014 - 05.2015
Handled customer inquiries and suggestions courteously and professionally.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Answered constant flow of customer calls with minimal wait times.
Answered customer telephone calls promptly to avoid on-hold wait times.
Customer Service Representative
Speedway Gas Station
04.2013 - 05.2014
Providing customer service, handling cash via cash register
Handled customer inquiries and suggestions courteously and professionally.
Responded to customer requests for products, services, and company information.
Cashier
Burger King, Eastpointe
06.2006 - 08.2013
Greeted customers entering store and responded promptly to customer needs.
Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
Worked flexible schedule and extra shifts to meet business needs.
Restocked and organized merchandise in front lanes.
Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
Performed cash, card and check transactions to complete customer purchases.
Education
Bachelor of Science - Psychology
University of Phoenix
Southfield, MI
05.2015
Diploma -
Osborn High School
Detroit, Michigan
06.2007
Skills
Account Documentation
Economic Trends
Solution Optimization
Legal Considerations
Sales Goals
Cash Handling
Loan Applications
Life Insurance
Financial Services
Additional Information
Licenses and Certification:
, Michigan Notary
Michigan Life Producer