Kjersti Wallace
Experienced Sales Manager
Kalispell,MT
Summary
Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
15
15
years of professional experience
2
2
years of post-secondary education
Work History
Personal Caregiver
Self-employeed
Columbia Falls, MT
09.2018 - Current
- Provide assistance to elderly couple in their home 5 days a week
- Provide assistance with meal prep in daily activities
- Provided reliable transportation for couple for daily activities and doctors visits
- Helped with personal hygiene and basic housekeeping requirements.
- Assisted patients with personal requirements for housekeeping and grooming assistance.
- Established nutritious meal plans and prepared daily offerings to meet patient dietary needs.
- Provided assistance in daily living activities by dressing, grooming, bathing and toileting patients.
- Helped patients care for themselves by teaching proper, safe use of ambulation assistive devices such as canes or walkers.
- Helped clients maintain optimal health by overseeing medication administration and doctor's appointments.
- Cleaned house, ran errands, managed laundry and completed weekly grocery shopping.
- Planned healthy meals, purchased ingredients and cooked meals to provide adequate nutrition for client wellbeing.
- Entertained, conversed and read aloud to keep patients mentally alert.
- Maintained clean personal areas and prepared healthy meals to support client nutritional needs.
- Assisted clients with daily living needs to maintain self-esteem and general wellness.
- Administered medication as directed by physician.
- Assisted patients with self-administered medications.
Senior Universal Banker
U.S. Bank, N.A.
Kalispell, MT
09.2016 - 09.2018
- Balanced teller drawers and ATM cash.
- Established rapport with new clients to increase satisfaction and loyalty.
- Counted, verified and handled bank deposits and armored car transactions.
- Maintained friendly and professional customer interactions.
- Handled various accounting transactions.
- Executed wire transfers, stop payments and account transfers.
- Developed and maintained courteous and effective working relationships.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Worked within applicable standards, policies and regulatory guidelines to promote safe working environment.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Created innovative financial solutions to meet customer needs and provide competitive edge.
- Achieved consistent recognition as top sales performer.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Promoted financial products by maintaining excellent service offering knowledge.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
Telecommunications Manager
Wireless Advocates
Kalispell, MT
09.2014 - 09.2016
- Established and maintained a positive relationship with partners while located inside of host location
- Partners included Costco (host) location where kiosk is located, AT&T and Verizon Wireless in-store and T-Mobile and Sprint ordering options online
- Managed sales team of 3 to 5 employees to meet sales goals and positive customer interactions
- Scheduled team members to work accordingly to hours requested through partnership with Costco and Wireless Advocates
- Provided sale solutions for AT&T and Verizon customers as well as processed technical troubleshooting.
- Assisted customers in determining cellular phone needs by asking open-ended questions, clarifying advantages and disadvantages of each product and explaining products by ratings.
- Replenished, faced and organized merchandise on shelving.
- Tracked and recorded department inventory of products.
- Oversaw signage, pricing and shelf labeling to promote neat, professional presentation.
- Built customer loyalty and retention by delivering excellent shopping experiences.
- Provided exceptional services and pleasant shopping experiences to retail customers.
- Answered customer questions about products and services, helped locate merchandise and promoted key items.
- Maintained up-to-date knowledge of store sales, payment policies and security standards.
- Developed strong rapport with customers and created positive impression of business.
- Developed weekly production schedules and achieved schedule attainment target.
- Developed and communicated weekly and monthly reports to production management.
- Minimized lags by leading and scheduling personnel, boosting morale and implementing new protocols.
- Utilized proven problem-solving techniques to improve customer satisfaction and vendor relations.
- Recruited and hired top-level talent to add value and expertise to sales department.
- Tracked pipeline data, won vs. lost opportunities and lead response times with Salesforce CRM.
- Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
- Led account planning strategy sessions aimed at retaining and acquiring customers and increasing business opportunities.
- Used vendor expertise to deliver educational content to sales team.
- Established and cultivated solid business relationships with new or existing customers.
- Evaluated performance against goals and implemented appropriate development plans.
- Promoted continuing education opportunities for sales team to bolster skills and add value to department.
- Managed supervisor itinerary and appointments and streamlined scheduling procedures.
- Maintained primary relationship accountability for clients, overall servicing responsibility and client satisfaction to maximize profitability of client relationships.
- Developed highly-efficient administrative team through ongoing coaching and professional development opportunities.
- Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
Product Sales Specialist
Verizon Wireless
Woodinville, WA
12.2012 - 05.2014
- Delivered the ultimate Verizon Wireless customer experience, introducing customers to the store, directing customer traffic and promoting exploration of the retail store
- Quickly and completely resolved customer issues and ensured their needs were met in a timely manner
- Facilitated wireless workshops for customer groups, educating and demonstrating technology solutions
- Introduced new technology to customers
- Provided solutions and processed customer transactions
- Ensured that all interactive displays were operational.
- Reached out to customers after completed sales to evaluate satisfaction and determine immediate service requirements.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Expanded customer base and boosted profit within product line.
- Attended advanced training sessions and conferences to increase product knowledge and productivity.
- Determined problem areas and resolved issues related to profitability and business objective achievement.
- Trained and mentored new sales representatives.
- Surpassed sales objectives several consecutive years by cultivating productive client partnerships.
- Assisted in product placement and visual merchandising, maintaining attractive and inviting appearance.
- Tailored sales approaches and techniques to specific client needs to increase marketing effectiveness.
- Met frequently with technical, product management and service personnel to stay current on company offerings and business policies.
- Served as liaison for company, clients and referred prospects regarding inquiries, issues, order management, post-sales follow-up and customer relations.
- Increased sales by offering consultation on products and services and applying customer service and upselling techniques.
- Created strategies to develop and expand sales of services to existing customer which resulted in significant increase in annual revenue.
- Increased sales by offering advice on purchases and promoting additional products.
- Achieved monthly sales goals by promoting product benefits and enrolling new clients.
- Increased sales by offering advice on purchases and promoting additional products.
Personal Banker
Wells Fargo & Company
Missoula, MT
12.2010 - 03.2012
- Provided retail banking products and services to customers and prospects
- Managed customer portfolios and serviced customer relationships
- Selected in April, 2011 for training of Wachovia team members known as “Buddy Banking” in Pennsylvania, New York and Florida
- Top
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Created innovative financial solutions to meet customer needs and provide competitive edge.
- Achieved consistent recognition as top sales performer.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Expanded client base by promoting new financial products.
- Maximized revenue through improved sales techniques and branch productivity.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
Associate Banker
Wells Fargo & Company
Missoula, MT
10.2010 - 12.2010
- Provided quality customer service while supporting bankers and management
- Performed wide range of complicated teller services and problem resolution
- Solicited new account and sold products and services.
Teller Service Manager
Wells Fargo & Company
Missoula, MT
01.2009 - 10.2010
- Managed teller services functions, ensuring prompt and efficient transaction processing
- Generated sales through quality referrals
- Established sales referral and service goals
- Created, trained, and coached a successful service and referral team
- Scheduled staff to maximize resources and achieve service and sales goals.
- Interviewed and hired teller candidates to promote adequate staff coverage during operating hours.
- Evaluated employees' performance and offered recommendations for improvement to enhance operations efficiency.
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Validated existing accounting management and reporting systems to assess quality and conformance, identify problems and implement corrective actions.
- Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Kept up-to-date and accurate funding accounts for internal departments, key programs and special projects.
- Complied with established internal controls and policies.
Top Sales Service Manager
01.2009 - 01.2010
- In region and State of Montana.
Lead Teller
Wells Fargo & Company
Missoula, MT
08.2007 - 06.2009
- Provided teller services in addition to approving transactions and coaching team members
- Provided teller services, including handling customer issues, cash deposits and withdrawals
- Also processed cash advances, maintained high cash limits, and performed opening and closing procedures
- Referred sales to banker.
- Identified potential needs through observation, questioning and listening.
- Introduced customers to other bank team members to help meet financial needs.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Counted, verified and handled bank deposits and armored car transactions.
- Established rapport with new clients to increase satisfaction and loyalty.
Education
Associates of Arts - Business Management
University of Phoenix Online
01.2007 - 01.2009
Skills
Notary Public for the state of Montana (current)undefined
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Success isn't just about what you accomplish in your life; it's about what you inspire others to do.
Unknown
Timeline
Personal Caregiver
Self-employeed
09.2018 - Current
Senior Universal Banker
U.S. Bank, N.A.
09.2016 - 09.2018
Telecommunications Manager
Wireless Advocates
09.2014 - 09.2016
Product Sales Specialist
Verizon Wireless
12.2012 - 05.2014
Personal Banker
Wells Fargo & Company
12.2010 - 03.2012
Associate Banker
Wells Fargo & Company
10.2010 - 12.2010
Teller Service Manager
Wells Fargo & Company
01.2009 - 10.2010
Top Sales Service Manager
01.2009 - 01.2010
Lead Teller
Wells Fargo & Company
08.2007 - 06.2009
Associates of Arts - Business Management
University of Phoenix Online
01.2007 - 01.2009
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