Summary
Overview
Work History
Education
Skills
Timeline
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Lisa M. Agosto

Bronx,NY

Summary

Sales Assistant with an outstanding background in customer service, sales and banking. Addresses all questions and concerns with customer satisfaction in mind.

Overview

11
11
years of professional experience

Work History

Personal Banker

CHASE
Bronx, NY
08.2014 - 02.2015
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Created member account profiles on CHASE online banking program.
  • Executed wire transfers, stop payments and account transfers.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Maintained friendly and professional customer interactions.

Sales Assistant

Popular Insurance
New York, NY
03.2003 - 02.2014
  • Identified and solicited sales prospects in agency databases.
  • Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
  • Contributed ideas and offered constructive feedback at weekly sales and training meetings.
  • Followed up with customers on unresolved issues.
  • Evaluated leads obtained through direct referrals, lead databases and cold calling.
  • Met with numerous existing and prospective clients each week to select appropriate insurance policies.

Education

Life and Health License - Business and Finance

Kaplan School for Higher Education
New York, NY
Current

Skills

  • Advanced clerical knowledge
  • Goal-oriented
  • People-oriented
  • Spanish speaking
  • Professional phone etiquette
  • Excellent communication skills
  • Articulate and well-spoken
  • Customer service-oriented
  • Conference planning

Timeline

Personal Banker

CHASE
08.2014 - 02.2015

Sales Assistant

Popular Insurance
03.2003 - 02.2014

Life and Health License - Business and Finance

Kaplan School for Higher Education

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