Dynamic financial professional with extensive experience in customer relationship management and team leadership. Known for resolving conflicts efficiently and training staff to deliver exceptional service, driving significant improvements in client satisfaction and team performance.
Overview
15
15
years of professional experience
Work History
Team Leader, Financial Professional
Bevman Group
Tampa
08.2022 - Current
Led team meetings to improve communication and collaboration among staff.
Trained new employees on company policies and operational procedures.
Resolved employee conflicts through effective mediation techniques.
Maintained a positive work environment that promoted collaboration between team members.
Participated in regular meetings with senior leadership to provide updates on team progress.
Resolved customer complaints in an effective manner while maintaining a high level of customer service.
Promoted to leadership position in recognition of strong work ethic and provided exceptional customer service.
Senior Broker
World Financial Group Wfg
Hollywood
04.2015 - Current
Developed and maintained strong client relationships through personalized financial strategies.
Collaborated with team members to enhance service delivery and client satisfaction.
Educated clients on financial products and services to facilitate informed decisions.
Coordinated seminars and workshops to promote financial literacy among clients.
Mentored junior brokers, sharing best practices in client management and sales techniques.
Coached junior brokers on proper procedures for handling transactions and interacting with customers.
Developed and maintained relationships with clients to ensure a high level of customer satisfaction.
Collaborated with colleagues from other departments within the organization.
General Manager
Floor & Decor
Miramar
04.2011 - 08.2019
Managed daily operations and ensured efficient store performance.
Oversaw team recruitment, training, and development initiatives.
Implemented inventory management systems to streamline stock control.
Enhanced customer service strategies to improve shopping experience.
Analyzed sales data to identify trends and inform decisions.
Fostered a positive work environment through effective communication.
Managed all aspects of daily business operations including budgeting, staffing, scheduling, inventory control, customer service and sales.
Created schedules and monitored payroll to remain within budget.