MONICA SATTERWHITE
Durham,NC
Overview
8
8
years of professional experience
Work History
Financial advisor
Fidelity Investments
07.2022 - 10.2023
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives
- Recruited, trained, and mentored junior financial and support staff to generate ideas, share knowledge and grow firm
- Developed and maintained strong relationships with clients to maximize satisfaction
- Educated clients on financial topics and best practices
- Studied financial documents to identify potential areas needing improvement.
Sales representative
Charter Communications
07.2021 - 12.2022
- Take customer calls and provide accurate, satisfactory answers to their queries and concerns
- De-escalate situations involving dissatisfied customers, offering patient assistance and support
- Call clients and customers to inform them about the company's new products, services and policies
- Guide callers through troubleshooting, navigating the company site or using the products or services
- Review customer or client accounts, providing updates and information about billing, shipping, warranties, and other account items
- Collaborate with other call center professionals to improve customer service
- Provided customers with high level of service, privacy and confidentiality, and friendly, welcoming attitude
- Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
Account Executive
Golden Care Home Services
02.2021 - 12.2021
- Scheduling appointments and meetings
- Operated POS system to verify participant accounts
- Take inbound and outbound calls answer questions regarding prescription insurance and medication coverage
- Point of contact between clients and nurses
- Greeted customers and initiated conversations to assess needs and provide service, communication include outbound calls and email
- Initiate product offering, by building rapport and gaining trust with clientele.
Electronics Sales Associate
Walmart
09.2015 - 02.2021
- Demonstrated broad product knowledge and made personalized recommendations to meet customer needs
- Promoted product sales, vendor rebates and loyalty program rewards to drive profitable growth
- Operated POS system to verify inventory, check pricing and process sales transactions
- Used upselling techniques to drive sales and build customer loyalty
- Communicated with customers regarding lifestyle, budget, and product preferences to assist with informed decision-making
- Demonstrated expansive product knowledge and made personalized recommendations to meet customer needs
- Greeted customers and initiated conversations to assess needs and provide service
- Completed opening and closing duties, including counting money, balancing cash drawers and making deposits
- Maintained revenue by attracting customers with attractive sales displays
- Minimized loss by watching for and recognizing security risks and active theft
- Encouraged customers to sign up for warranties and additional services, consistently exceeding quotas for add-on sales
- Located out-of-stock items for customers with other store locations or by directly contacting vendors
- Processed credit and debit card payments to complete customer buying experience
- Stayed up to date on current promotions, sales, and special events to impart such information to customers
- Displayed merchandise by arranging in appealing ways to boost sales.
Education
Triangle School of Dental Assisting
Raleigh, NC04-2024
High School Diploma -
Riverside High School
Durham, NC06-2013
Skills
- Extraordinary Communication Skills
- Detail-Oriented
- Organizational Skills
- Customer Service Skills
- Stress Management
- Patience
- Speed
- Compassion
- Data collection
- Electronics product knowledge
- Sales assistance
- Basic math
- Impeccable Customer service
- Conflict resolution
- Data management
- Knowledge of regulations and best practices securing personal data
- Financial Aid Counseling
- Serve Client Needs
- Consultative Techniques
- Cash Flow Projection
- Basic health care, market, and 401k knowledge and terminology
- Instrument preparation
- Equipment Sterilization
- Patient Education
- Dental impressions
- Patient schedule management
- OSHA Regulations Knowledge
- Taking X-rays
- Disinfecting rooms and equipment
- Dental Radiography
- Treatment room setup
Certification
- Certificate Diploma Dental Assisting 1
- Dental Radiology
- CPR Certified
- Nitrous Oxide Sedation
- HIPAA Awareness For Healthcare Providers
- OSHA/Infection Control
- Medical & Dental Emergencies
References
- Freda Agyemang (Walmart Electronics Department Head) 919-768-3778
- Kevin Sanders (Fidelity Investment Management Team) 919-991-0620
- Kiara Davis (Golden Care Home Services Manager) 919-943-3032
Timeline
Financial advisor
Fidelity Investments
07.2022 - 10.2023
Sales representative
Charter Communications
07.2021 - 12.2022
Account Executive
Golden Care Home Services
02.2021 - 12.2021
Electronics Sales Associate
Walmart
09.2015 - 02.2021
Triangle School of Dental Assisting
High School Diploma -
Riverside High School