Meghan Flaherty
Citibank
East Northport,NY
9
years of professional experience
Skilled account management professional with proven track record in fostering client relationships, driving revenue growth, and managing complex accounts. Known for strong focus on team collaboration, adaptability, and delivering results. Expertise includes strategic planning, client communication, and problem-solving. Highly reliable and flexible in meeting changing business needs.
Work History
Personal Banker
2 Years 5 Months- Assisted clients in identifying financial needs and recommending suitable products.
- Collaborated with cross-functional teams to resolve complex client issues effectively.
- Conducted regular financial reviews with clients to ensure alignment with goals.
- Provided training and mentorship to new staff on service protocols and product offerings.
- Streamlined branch operations, ensuring adherence to compliance regulations and achieving exemplary audit results.
- Identified and engaged potential business and consumer clients to drive new business development initiatives.
Senior Solar Advisor
5 Months- Educated clients on solar energy solutions and benefits.
- Conducted site assessments to determine system suitability and design.
- Collaborated with installation teams to ensure timely project completion.
- Handled client concerns professionally, resolving issues quickly to maintain high levels of satisfaction.
- Executed targeted cold calling and leveraged referrals to build a comprehensive sales pipeline.
- Executed sales strategies to consistently close deals at elevated rates.
In Home Solar Advisor
4 Months- Advised clients on solar energy solutions, assessing individual energy needs and preferences.
- Conducted comprehensive site assessments to determine optimal solar panel placements.
- Developed customized proposals that outlined system specifications and financial incentives.
- Facilitated smooth installation processes by coordinating with technical teams and ensuring compliance with regulations.
Field Sales Representative
2 Months- Identified and pursued new business opportunities within designated territory.
- Utilized CRM software to track leads, manage customer interactions, and analyze sales data.
- Maintained detailed records of door-knocking efforts and destinations using CRM tracking systems.
- Developed strategies to generate new leads, enhancing sales opportunities.
Account Manager
5 Years 9 Months- Developed and executed targeted coaching plans to drive revenue improvements in partner stores experiencing low performance.
- Conducted collaborative training sessions aimed at refining sales techniques among team members.
- Facilitated onboarding processes for new hires, ensuring seamless integration into systems and work culture.
- Received Leap Award in recognition of leadership excellence as acknowledged by peers within Northeast Division.
- Achieved high customer satisfaction ratings through comprehensive product knowledge.
Acted as a key resource for partner stores by providing expert guidance.
Delivered effective solutions to enhance customer experiences in retail settings.
Apple Care Champion
1 Year- Conducted comprehensive research on Apple Care trends across Northeast division partner stores.
- Coordinated efforts with AppleCare champions across the country to drive the implementation of strategies that improved overall performance.
- Generated detailed weekly reports on AppleCare attachment rates, facilitating recognition of high achievers within the division.
- Conducted frequent discussions with high achievers and lower performers to enhance strategic sharing and collaboration.
- Facilitated resolution of technical issues by serving as a knowledgeable point of contact for Northeast Division.
- Compiled and reported data trend analyses to management using spreadsheets, facilitating informed decision-making processes.
Office Manager Part Time
6 Months- Achieved efficient staff scheduling to maintain project momentum.
Facilitated effective project site coordination to improve team productivity. - Oversaw payroll operations to ensure timely and accurate employee compensation.
- Managed inbound inquiries regarding roofing issues and coordinated timely repair solutions for clients.
- Facilitated seamless roofing installation by conducting project site evaluations and capturing photographic evidence of work completed.
Education
Associate of Science - Photography
Skills
Business Acumen
Customer Support
Coaching and Training
Financial advising
Financial services
Product cross-selling
Sales growth
Accomplishments
- LEAP award winner 2021
- Presented High Achiever 2025
Timeline
Personal Banker
Citibank
03.2024 - CurrentRead More
Senior Solar Advisor
The Green Plug
10.2023 - 03.2024Read More
In Home Solar Advisor
Surf Clean Energy
06.2023 - 10.2023Read More
Field Sales Representative
Trinity Solar
04.2023 - 06.2023Read More
Apple Care Champion
Apple
01.2022 - 01.2023Read More
Office Manager Part Time
Venegas Roofing
09.2021 - 03.2022Read More
Account Manager
Apple
06.2017 - 03.2023Read More
Suffolk Community College
Associate of Science from Photography
Read More