Luphe E. Garcia
Rural Hall,NC
Summary
Motivated Inside Sales Representative successful at exceeding outbound call performance benchmarks. Remains focused on increasing sales through expert customer outreach. Establishes phone presence, drives conversation by creating rapport and builds and maintains productive business relationships. Diligent Inside Sales Representative focused on building loyalty and long-term relationships with customers to consistently reach sales targets. Skilled in data analysis, cold calling and process optimization. Familiar with job-related software paired with extensive knowledge of successful sales strategies and techniques. Proven skills in promoting products and boosting revenue by connecting with customers and effectively communicating sales recommendations. Well-organized, reliable and experienced in setting up displays, restocking shelves and supporting in-store customers with knowledgeable assistance. Enhance store loyalty with unparalleled support.
Overview
12
12
years of professional experience
Work History
Tax Preparer - Seasonal
Jackson Hewitt,
King, NC
12.2022 - Current
- Worked with individual walk-in clients and appointments to analyze tax documents, determine deductions, and prepare both
- Federal and State tax returns
- Informed clients of tax options and fee structure
- Seek out optimal deduction options for each client.
- Advised clients to comply with IRS regulations and meet state and federal tax obligations.
- Produced US and state income, gift tax and estate tax returns for individuals.
- Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
- Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.
- Reviewed income statements and documentation of expenditures to determine forms needed to prepare tax returns.
- Computed taxes owed or overpaid for clients.
Merchant Services Inside Sales Consultant
Truist Bank
Telecommuter, North Carolina
11.2021 - Current
- Responsible for acquiring new accounts through the referral process
- Assigned 2 Regions (Central FL and North FL) with over Banking Centers to cover, educate, report, and coach on how to identify a quality Merchant Service referral
- Identify potential customers, make contacts, and develop a strategy for selling Merchant Service products
- Negotiate pricing with customers within the established authority
- Maintain reports and contact logs for the purpose of tracking sales and trends
- Build strong internal partner relations to exceed goals
- Perform presentations via WebEx to Regional Leaders with sales reports
- Perform presentations via WebEx to educate, share success stories, and best practices to Area, Branch Leaders, and Bankers
- Email and phone communication skills within my 2 Regions.
- Negotiated prices, terms of sale and service agreement to close transactions.
- Took inbound calls on headset, promoting products and services to secure new accounts.
- Worked in conjunction with outside sales representative to maintain and grow product sales.
- Responded to customer inquiries quickly and professionally to maintain customer satisfaction.
Relationship Manager III
Bank of America
Thomasville, NC
10.2020 - 11.2021
- Evaluate loan applications and negotiate terms according to the selected loan program while sending credit including personal loans, car loans applications, credit cards, lines of credit, and small business loans
- Collaborate with business partners and key stakeholders, including home mortgage, merchant services, payroll specialist, financial advisor, and business specialist on sending referrals and filtering customers that fits their book of business.
- Established strong client relationships to drive business development.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Advised and counseled customers on financing and related matters, courteously educating clients and responding to inquires.
- Conducted comprehensive relationship reviews to understand and develop solutions for client needs, partnering with specialists to resolve specific issues.
- Collaborated with various departments to improve communication and deliver individualized customer solutions.
- Collaborated with managers to identify and develop new markets according to strategic plan, analyzing potential opportunities and challenges.
Personal Banker II – SAFE Registered - Notary Public
Wells Fargo Bank
Hallandale Beach, FL
01.2012 - 09.2020
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Performed various bank operations to ensure safety of bank and client's assets, including opening and supervising customer accounts
- Followed operational standards, promoting security, risk management and compliance.
- Processed necessary documents and credit information involving consumer loan applications
- Provide expert-level assistance to tellers and customer service professionals during peak hours with the focus of minimizing customer waiting time and enhancing clients’ satisfaction level.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Used product knowledge and abilities to execute consumer loans and other services.
- Met with customers to analyze financial needs and maximize sales opportunities.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
- Maintained and built strong client relationships through quality, personalized interactions.
Education
Bachelor’s - Business Administration, Accounting
DeVry University
01.2019
Skills
- Excellent Time Management
- Fluent in Spanish
- Analytical Thinking
- Interpersonal Communication
- Persuasive Negotiator
- Payment Processing
- Sales and Marketing
- Key Relationship Management
- Relationship Building and Management
- Issue Resolution
- Analytical Problem Solver
- Adept Multi-Tasker
- Upselling and Cross-Selling
- Prospect Follow-Up
- Warm Calling
- Territory Management
- B2B Sales
- Data Entry
- Organized and Efficient
- Pipeline Development
Timeline
Tax Preparer - Seasonal
Jackson Hewitt,
12.2022 - Current
Merchant Services Inside Sales Consultant
Truist Bank
11.2021 - Current
Relationship Manager III
Bank of America
10.2020 - 11.2021
Personal Banker II – SAFE Registered - Notary Public
Wells Fargo Bank
01.2012 - 09.2020
Bachelor’s - Business Administration, Accounting
DeVry University