Michael Helt
Flagstaff,AZ
Overview
3
3
years of professional experience
Work History
Sales and Operations Manager
Penske Truck Leasing
Flagstaff, AZ
07.2025 - Current
- Lead daily operations and sales initiatives for a high-volume truck rental and leasing branch, overseeing fleet management, customer service, and revenue growth.
- Develop and execute strategic sales plans that drive new business acquisition and expand existing customer relationships, consistently exceeding monthly and annual sales targets.
- Optimize fleet utilization and maintenance scheduling to maximize uptime and profitability across short term rental and full-service lease units.
- Implement process improvements that enhance efficiency, reduce costs, and improve key performance metrics such as customer retention, asset ROI, and on time delivery.
- Provide leadership in safety, compliance, and training to maintain high standards of performance and workplace culture.
Senior Relationship Banker
PNC Bank
Peoria, AZ
09.2024 - 07.2025
- Achieved business certification through comprehensive training, ensuring deep knowledge of financial products and services to effectively serve clients and meet their needs.
- Fostered strong client relationships by delivering personalized banking solutions, resulting in increased customer satisfaction and retention.
- Consistently met and exceeded sales goals by identifying opportunities to cross-sell and upsell a range of banking products, including loans, credit, and investment services.
- Proactively developed new business opportunities through both inbound and outbound sales strategies, contributing to overall branch growth, including Business prospecting, and door to door sales.
- Collaborated with team members to ensure seamless client onboarding and superior service delivery, enhancing the overall client experience.
- Demonstrated expertise in identifying and addressing client financial needs, leveraging a consultative sales approach to drive revenue growth.
- Manage 200 Business/retail customers with a book of business with a value of 75 million and growing.
- Consistently generate over $1million in new revenue monthly.
Relationship Banker/Teller
JP Morgan Chase & Co.
Flagstaff, AZ
08.2022 - 09.2024
- Exceeded monthly sales targets by 15% through effective cross-selling and upselling of banking products.
- Managed a portfolio of 75+ clients, building strong relationships and ensuring personalized service.
- Conducted detailed financial assessments to understand clients' needs and recommend suitable products and services.
- Facilitated the opening, closing, and maintenance of accounts, ensuring compliance with bank policies and regulations.
- Collaborated with team members to achieve branch sales goals and improve customer service delivery.
- Provided clients with detailed information on financial products, helping them make informed decisions.
- Managed and maintained a cash drawer with no discrepancies.
Education
Bachelor of Science - Strategic Communication & Management
Northern Arizona University
05.2023
Skills
- Customer relationship management
- Fleet management
- Revenue growth initiatives
- Sales strategy development
- Performance metrics analysis
- Cross-selling strategies
Timeline
Sales and Operations Manager
Penske Truck Leasing
07.2025 - Current
Senior Relationship Banker
PNC Bank
09.2024 - 07.2025
Relationship Banker/Teller
JP Morgan Chase & Co.
08.2022 - 09.2024
Bachelor of Science - Strategic Communication & Management
Northern Arizona University