Highly motivated, results-driven professional with strong consultative sales and client retention experience. Forward-thinking with a track record of growing revenues, problem solving, and exceeding expectations.
Overview
4
4
years of professional experience
Work History
Branch Manager
Tower Loan
03.2022 - 01.2024
Developed solicitation and client retention programs to exceed monthly, quarterly, and annual sales goals and drive portfolio growth
Preformed market/competitor research to stay current on industry offerings and provide recommendations to senior management
Identified sales opportunities, presented tailored financing programs to local business owners, and provided initial/on-going training
Trained and developed office staff including customer service reps and managers in training
Responsible for ensuring compliance with state and federal laws and regulations relating to business practices
Acted as representative for company at small claims court hearings
Prepared and submitted property, life, and health insurance claims on behalf of clients.
Personal Banker
PriorityOne Bank
09.2021 - 03.2022
Assisted customers with setting up or closing accounts, and signing up for new services
Processed customer requests for statements, ordering additional checks and updating customer personal information in databases
Educated customers on the use of banking website and mobile apps
Answered customer inquiries regarding account balances, transaction history, service charges, and interest rates
Executed wire transfers, stop payments, and account transfers
Balanced cash drawers and vault accounts on a daily basis.
Legal Assistant
Watson Jones PLLC
08.2019 - 08.2021
Managed accounts and client records of clients, observing confidentiality and extreme discretion
Reviewed, edited, and proofread legislation drafts for proper grammar, spelling, punctuation, and formatting
Screened phone calls to effectively handle less important inquiries and keep senior staff free for more important matters
Maintained organized office and case-specific paper and digital files for easy tracking and retrieval.