Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Monee P. Graves

Atlanta,GA

Summary

Accomplished Financial Services Professional with a proven track record, enhancing customer satisfaction and sales through expert customer service and sales expertise. Excelled in team leadership and complex problem-solving, driving sustained growth and efficiency improvements. Recognized for goal-oriented achievements and strong communication, consistently exceeding sales targets and fostering productive relationships. Complementary aptitude mitigating risks and soaring business retention.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Sales Assistant

PNC Investments
10.2016 - Current
  • Handled customer inquiries and complaints professionally, ensuring a positive experience for all clients.
  • Processed transactions accurately while maintaining a high level of customer service.
  • Increased sales by building strong customer relationships and providing excellent service.
  • Assisted customers with prompt and polite support in-person and via telephone.
  • Collaborated with team members to achieve a cohesive and efficient work environment.
  • Met and exceeded goals consistently, contributing to overall team success.
  • Participated in ongoing training to stay updated on current products, promotions, and industry trends.
  • Kept up-to-date records of daily sales activities, monitoring progress towards individual goals.
  • Trained new hire Financial Advisors and Regional Coordinators on company policies, procedures, system navigation, sales tactics helping them integrate seamlessly into the team.
  • Mitigated risks and retained business daily.

Branch Sales & Service Representative

PNC Bank
11.2015 - 10.2016
  • Closely tracked progress toward sales goals for both individuals and teams within the branch while offering guidance as needed for achievement of targets.
  • Applied knowledge of banking products and services to meet customer needs and enable customers to achieve financial goals.
  • Built and used effective working relationships across department, functional and geographic reporting lines to share knowledge and achieve common goals.
  • Maintained current knowledge of industry trends, competitor offerings, regulatory updates, allowing informed decision-making on strategic initiatives.
  • Expanded customer base through proactive outreach and relationship-building efforts, resulting in increased business opportunities.
  • Assisted customers with account opening, loan applications, credit card issuance, and other financial transactions as needed.
  • Increased branch sales by identifying customer needs and recommending appropriate products and services.
  • Prepared customer and ATM cash and change orders.
  • Completed special actions such as account transfers, stop payments and dispute investigations.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Responded proactively and positively to rapid change.
  • Promoted to assist de novo branch.

Customer Service Associate

PNC Bank
06.2015 - 11.2015
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Handled customer complaints professionally, resulting in satisfactory outcomes and positive feedback.
  • Maintained a high level of product knowledge, providing accurate information to customers.
  • Collaborated with team members to achieve monthly targets and optimize workflow efficiency.
  • Achieved consistently high levels of customer satisfaction by prioritizing empathy, patience, and effective problem-solving skills during interactions.
  • Increased revenue by cross-selling and upselling products and services.
  • Peer to peer recognition and certifications of recognition for 5-star quality customer service from customer evaluations.

Financial Services Consultant

PNC Bank
10.2013 - 06.2015
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Offered competitive commercial banking solutions and retail financing options.
  • Managed client relationships, ensuring satisfaction through regular communication and proactive problem solving.
  • Streamlined internal processes and improved efficiency by implementing new software tools and organizing team training sessions.
  • Mentored junior consultants, sharing expertise in financial planning techniques and best practices for client success.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Employee of the month and team ambassador

Education

Business Management

Harvard Business School
Boston, MA
03.2021

Business Management

Columbus State Community College
Columbus, OH
12.2009

Skills

  • Goal-Oriented
  • Stock management
  • Sales expertise
  • Complex Problem-Solving
  • Customer Service
  • Strong Communication and Interpersonal Skills
  • Team Cooperation
  • Creative Thinking

Accomplishments

  • Achieved Employee of the month and team ambassador recognition by exceeding sales goals and displaying team leadership skills.
  • Promoted to BSSA position at de novo branch by regional manager for showcasing sales expertise and team cooperation.
  • Mentored team of 15+ new hire employees.

Certification

  • Entrepreneurship in Emerging Economies, Harvard Business School - March 2021

Timeline

Sales Assistant

PNC Investments
10.2016 - Current

Branch Sales & Service Representative

PNC Bank
11.2015 - 10.2016

Customer Service Associate

PNC Bank
06.2015 - 11.2015

Financial Services Consultant

PNC Bank
10.2013 - 06.2015

Business Management

Harvard Business School

Business Management

Columbus State Community College

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Monee P. Graves