Motivated and disciplined individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
2
2
years of professional experience
Work History
Universal Banker
Mountain America Credit Union
Park City, UT
09.2023 - Current
Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
Financial Services Representative
Primerica
04.2023 - 09.2023
Developed and delivered financial presentations to drive client engagement.
Built and established relationships with clientele to improve future business opportunities.
Advised clients on financial matters and recommended investments.
Worked in a remote setting and provided services via calls, email and zoom.
Cellular Sales Associate
Cellular Sales Verizon
07.2022 - 04.2023
Listened to customer needs and desires to identify and recommend optimal products.
Engaged in friendly conversation with customer to better uncover individual needs.
Accepted and processed payments and purchases for new equipment using POS system.
Developed strong rapport with customers and created positive impression of business.
Maintained up-to-date knowledge of store sales, payment policies and security standards.
Education
Selling Skills And Sales Operations
Closers.io
07.2023
High School Diploma -
Woods Cross High School
Woods Cross, UT
05.2022
Skills
Exceeding Customer Expectations
Teamwork and Collaboration
Customer Interaction
Sales Assistance
Goal-Driven
Disciplined
Motivated
Adaptable and Flexible
Prospect Leads
Sales Goals
Life Insurance
Easily coachable
Problem-Solving
Time Management
Computer Skills
Accomplishments
Did taekwondo for 10 years and for 8 years I was an instructor teaching students of various ages and 5 years teaching black belt classes and providing leadership on the performance team to help grow others.