Summary
Overview
Work History
Education
Skills
Timeline
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Kolton Qualls

Burlington

Summary

Inside Sales and Finance Representative who consistently achieves aggressive sales goals. Dedicated Entrepreneur accomplished in concept development, feasibility analysis and securing the funding necessary for successful business growth. Self-motivated professional with experience in leadership positions and working with teams. Manages time efficiently and works well under pressure.

Overview

7
7
years of professional experience

Work History

Associate Relationship Banker

JP Morgan Chase
04.2024 - Current
  • Strengthened client relationships by providing personalized tailored solutions and excellent customer service.
  • Collaborated with branch partners and our Private Client Banker to improve overall performance which ultimately lead to investments with our Private Client Advisor.
  • Conducted comprehensive financial reviews for clients, resulting in discovering their needs and better decision making.
  • Exceeded the incentive goal consistently through effective product demonstrations and persuasive communication skills.
  • Fostered a positive working environment by actively participating in team meetings and belong to multiple Business Resource Groups.

Senior Financial Service Representative

E*TRADE Securities LLC
03.2018 - 08.2023
  • Assisted customers with selecting and customizing available items based on individual requirements.
  • Built long-term, loyal customer relations by providing top-notch service and detailed order, account and service information.
  • Calculated correct order totals, updated accounts and maintained detailed records for inventory management.
  • Investigated and resolved customer inquiries and complaints in a timely and empathetic manner.
  • Responded to customer requests for products, services and information with resourcefulness, skill and advanced use of internal knowledge bases.

Sales Representative

Bountiful Mazda Inc.
03.2017 - 12.2017
  • Responded to customer requests via telephone and email and effectively answered questions and inquiries.
  • Tailored sales approaches and techniques to specific client needs to increase marketing effectiveness.
  • Built strong rapport with clients by understanding needs and clearly explaining products.
  • Assisted in product placement and visual merchandising, maintaining an attractive and inviting appearance.
  • Identified client needs, built relationships and overcame objections to drive sales.
  • Prepared sales contracts.

Education

High School Diploma -

American Falls High School
2013

Skills

  • Strong client relations
  • Sales expertise
  • Business to Business sales
  • Product knowledge
  • Problem solving strength
  • Sales proposal creation
  • Self-motivated
  • Strong verbal communication
  • Financial Markets
  • Market Conditions
  • Complex account opening
  • CRM knowledge

Timeline

Associate Relationship Banker

JP Morgan Chase
04.2024 - Current

Senior Financial Service Representative

E*TRADE Securities LLC
03.2018 - 08.2023

Sales Representative

Bountiful Mazda Inc.
03.2017 - 12.2017

High School Diploma -

American Falls High School

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Kolton Qualls