Mellissa Reid
Ellicott City,MD
Summary
Established sales professional with a proven track record in diverse financial environments, excelling in client relationship management and consistently exceeding sales goals. A self-sufficient team player with a relentless work ethic, dedicated to driving results and enhancing customer satisfaction.
Overview
15
15
years of professional experience
Work History
Tax Debt Resolution
Bernice Hassan & Associates CPA
10.2023 - Current
- Evaluated State and IRS tax cases via virtual meetings, proposing optimal resolution options.
- Consistently achieved over 200k in sales each month while working independently.
- Organize and update information on prospective client leads.
- Engaged in continuous professional development to maintain knowledge of evolving tax regulations
- Assisted clients facing diverse tax challenges including collections, non-compliance, and audits.
- Coordinate efforts among multiple departments to ensure clients receive swift resolutions.
- Trained incoming sales personnel, enhancing their strategic approach.
Relationship Manager
Bank of America
Towson, MD
08.2016 - 04.2018
- Managed a portfolio of preferred consumer and small business clients
- Strengthened client relationships by serving as primary contact for financial needs.
- Recognized for skill in cultivating client relationships and pinpointing primary financial needs while delivering matching services.
- Enhanced collaboration between tellers and Relationship bankers leading to improved customer satisfaction and increased close rates.
- Awarded for most customer feedback on surveys.
- Led initiatives that increased quarterly sales in two financial centers and earned the team an award for highest percent to goal achieved.
- Achieved multiple recognitions for outstanding leadership in client credit discussions.
Relationship Banker
M & T Bank
05.2014 - 08.2016
- Managed a portfolio of 600 accounts totaling over $9.5 M in sales for 2015
- Increased sales volume for my branch taking it from 77% to 106% of sales goals
- Coached tellers on effectively profiling for ref feral opportunities
- Strategically capitalized on the dreaded outbound calls!
- Build and maintain deep relationships with all customers
- Consistently exceeded sales goals by diligently pursuing all leads
- Maintain adequate records and compliance for successful audits
- Initiate meaningful conversations to uncover needs across all lines of business(Mortgage,Insurance, Investment & Lending)
Account Sales Representative
Comcast Corporation
03.2010 - 05.2014
- Demonstrating strong knowledge and understanding of Comcast products, benefits and features
- Evaluate customer's existing and potential product needs then making appropriate recommendations for upgrades
- Effectively exercise independent judgment regarding customers issues and concerns
- Build strong relationships with assigned customers resulting in increased sales and higher close rates
Skills
- Very strong sales background
- CRM Systems
- Needs assessment
- Strong work ethic
- Mastered the art of outbound calls !
- NEPQ Sales approach
- Reliable team player
- Excellent communication skills
- Self sufficient & goal driven
Timeline
Tax Debt Resolution
Bernice Hassan & Associates CPA
10.2023 - Current
Relationship Manager
Bank of America
08.2016 - 04.2018
Relationship Banker
M & T Bank
05.2014 - 08.2016
Account Sales Representative
Comcast Corporation
03.2010 - 05.2014