Lesly Figueroa
Kearns
Summary
Dynamic Financial Services Representative with a proven track record at Cyprus Credit Union, excelling in financial planning and customer relationship building. Adept at multitasking and collaboration, I effectively tailored investment strategies to meet client goals, enhancing portfolio performance and driving client satisfaction. Bilingual in Spanish and English, I foster strong connections with diverse clientele. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. An organized and motivated individual, eager to utilize time management and organizational skills across diverse settings. Seeking entry-level opportunities to enhance abilities while contributing to company growth.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Services Representative
Cyprus Credit Union
Magna
09.2022 - Current
- Advised customers on various aspects of personal finance such as budgeting, taxes, insurance, investments.
- Ensured that all customer inquiries were answered promptly and completely.
- Provided accurate information regarding fees, commissions, regulations related to financial services.
- Worked collaboratively with other departments to provide comprehensive solutions for clients.
- Educated customers about different types of products available from the company's portfolio.
- Managed multiple accounts simultaneously while ensuring compliance with all relevant laws.
- Developed and implemented strategies for financial planning, investments, and retirement.
- Processed transactions quickly and accurately in accordance with established procedures.
- Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
- Cold-called potential clients to discuss available financial products and services.
- Cross-sold bank products and services based on customer needs to boost sales.
- Offered sound financial recommendations to promote financial security, moving clients to take action.
- Utilized assistive software, reporting tools and illustrations to educate clients on financial services and planning.
- Built and maintained strong client relationships through exceptional service and communication.
- Audited student files to confirm accuracy and completion according to defined guidelines.
- Received and posted payments to loan accounts.
- Processed financial aid documents and completed basic verification of information.
- Researched and evaluated clients' financial objectives and risk tolerance levels.
- Conducted regular reviews of existing portfolios to ensure they remain in line with clients' goals.
- Fostered relationships with new and existing customers through excellent customer service skills.
- Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
- Guided customers toward upward credit mobility through good financial choices.
Sales Associate
Kohl's
West Jordan
08.2021 - 01.2022
- Assisted customers with locating items.
- Answered customer questions.
- Handled returns and exchanges.
- Maximized sales transactions.
- Greeted customers and provided exceptional customer service.
- Conducted inventories on a regular basis to track stock levels.
- Demonstrated product features and benefits for customers' needs.
- Assisted customers with product selection, sizing and styling.
- Handled customer complaints in a professional manner.
- Upsold additional items based on customer interests and needs.
- Maintained cleanliness of store environment including floors, windows, displays.
- Performed cashier duties such as accepting payments, issuing receipts and counting money back change.
- Restocked shelves as needed to ensure sufficient inventory levels.
- Processed credit card transactions quickly and securely.
- Sold various products by explaining unique features and educating customers on proper application or usage.
- Built and maintained relationships with peers and upper management to drive team success.
- Developed trusting relationships with customers by making personal connections.
- Helped customers find specific products, answered questions, and offered product advice.
- Assisted teammates with sales-processing tasks to meet daily sales goals.
- Trained new team members in cash register operation, stock procedures, and customer services.
- Collected payments and provided accurate change.
- Organized store by returning merchandise to proper areas and restocked displays.
- Opened and closed cash registers by counting money, separating charge slips and balancing drawers.
- Greeted customers to determine wants or needs.
- Answered store and merchandise questions and led customers to wanted items.
- Unboxed new merchandise and restocked shelves in appealing and organized arrangements to promote items.
- Maintained knowledge of sales and promotions, return policies and security practices.
- Maintained records related to sales for store management.
Education
High school diploma -
Kearns High School
Kearns, UT08.2022
Skills
- Communication skills
- Flexible
- People Skills
- Team Building
- Active listening
- Collaboration
- Multitasking
- Translation
- Interpretation
- Banking
- Financial Planning
- Financial Services
- Financial Analysis
- Microsoft Office
- Account Management
- Insurance Sales
- Presentation Skills
- Financial planning
- Transaction processing
- Sales techniques
- Cold calling
- Effective communication
- Problem solving
- Customer relationship building
- Microsoft office
- Customer service
- Google drive
- Basic math
- Team collaboration
- Bilingual in Spanish and English
- Account retention
- Willingness to learn
Certification
Driver's License, 06/21, Present, There is no problem with transportation, I'm willing and determined to arrive on time and work my hardest
Languages
- English, Fluent
- Spanish, Fluent
Languages
Spanish
Native/ Bilingual
Timeline
Financial Services Representative
Cyprus Credit Union
09.2022 - Current
Sales Associate
Kohl's
08.2021 - 01.2022
High school diploma -
Kearns High School
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