Marquel McElvin
Macon,GA
Summary
Proven track record in wealth management, relationship building, and leadership skills demonstrated at Cadence Bank through being an upbeat gentleman with a great attitude. Showing a personal example of leadership by strategic sales increases and fostering client loyalty. Excelled in cross-selling, achieving top sales at Geico with a focus on customer service excellence. Skilled in financial product knowledge and adept at identifying opportunities, consistently exceeding sales goals by nurturing client relationships.
Conflict resolution is the name of the game. It does no matter if it’s a customer or a teammate. Making sure your peers are in a great working environment is extremely important to me. While also holding those same wonderful people accountable to what the goals and expectations are is must.
Overview
13
13
years of professional experience
Work History
Personal Banker III
Cadence Bank
Macon, GA
05.2022 - Current
- Promoted financial products by maintaining excellent service offering knowledge.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
- Mentored team members to enhance professional development and accountability in workplace.
- Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Developed strategy to increase sales and drive profits.
Insurance Sales Agent
Geico
Macon, GA
06.2013 - 05.2022
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Led sales team in different sales categories and products throughout time at Geico (motorcycle 5x & auto 3x)
- Registered customer information on database to enable tracking history and maintain accurate records.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- After transferring to the Macon Ga office from the Virginia Beach location.Macon did not have a motorcycle selling department. After my arrival they started implementing it and I was part of a training team to get our sellers acclimated with the new system and how to sell the product.
Sales Associate
Ntelos Wireless
Hampton, VA
03.2011 - 06.2013
- Prepared merchandise for sales floor by pricing or tagging.
- Answered customer questions about sizing, accessories, and merchandise care.
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Solved customer challenges by offering relevant products and services.
- Engaged with customers to build rapport and loyalty.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Generated new sales leads to achieve and exceed monthly sales goals.
Education
N/A -
Dothan High School
Dothan, ALN/A - Business Administration
Edward Waters College
Jacksonville, FLSkills
- Wealth Management
- Opportunity Identification
- Attention to Detail
- Financial product knowledge
- Relationship Building
- Customer Service
- Issues Resolution
- Cross-Selling and Upselling
- Business Development
- Relationship Management
- Sales strategy
- Cash Handling
- Positive Attitude
- Relationship building and management
Timeline
Personal Banker III
Cadence Bank
05.2022 - Current
Insurance Sales Agent
Geico
06.2013 - 05.2022
Sales Associate
Ntelos Wireless
03.2011 - 06.2013
N/A -
Dothan High School
N/A - Business Administration
Edward Waters College