Summary
Overview
Work History
Education
Skills
Languages
Timeline
Computer Art
Computer Art
Generic

Eliseo J Uriarte

Poughkeepsie,NY

Summary

Professional Sales Project Management Specialist with experience working with teams and Clients to accomplish short- and long-term project goals. Focused Project Manager adept at planning, directing and maintaining continuous operations in various departments. Skilled at identifying or anticipating problems and providing solutions. Executing satisfactory solutions to customers with the use of Spanish and English languages. Driven Sales Specialist with 20 plus years of experience offering personalized, courteous service. Expert at managing sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on purchase plans and processing applications, payments and corrections.

Overview

28
28
years of professional experience

Work History

Customer Service Specialist

Noth Folk Bank Currently Capital One
01.1996 - 01.1999
  • Used consultative techniques to understand customer needs and make strategic sales referrals to business partners.
  • Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
  • Provided primary customer support to internal and external customers.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Resolved concerns with products or services to help with retention and drive sales.
  • Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Updated account information to maintain customer records.
  • Recommended products to customers, thoroughly explaining details.
  • Recorded account information to open new customer accounts.
  • Enhanced branch sales through cross-selling bank products and services to customers.
  • Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
  • Assisted customers in opening new accounts, facilitating a smooth onboarding process for new clients.
  • Educated customers on banking products, enabling them to make informed decisions about their finances.

Delivery Courier

United Parcel Service, UPS
03.1997 - 05.2012
  • Answered customer inquiries regarding shipments and provided updates on package arrival.
  • Tracked delivery information, mileage and fuel use while on shift.
  • Followed company policies and procedures during shift.
  • Built and maintained professional relationships with customers, which boosted business.
  • Established lasting relationships with customers by delivering packages on time, interacting professionally and responding promptly to questions. Giving suggestions and best solutions based on their needs.
  • Developed strong interpersonal and communication skills from interacting professionally with dispatchers, upper management and peers.
  • Handled receipt, storage, identification and delivery of products for route clients.


Life Sales Agent

PRIMERICA FINANCIAL SERVICES
01.2002 - 01.2004
  • Sought out new clients and developed client relationships through networking, direct referrals and cold calling.
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Drove team revenue totals by bringing in sales numbers.
  • Conducted research on insurance packages and investment options to generate client recommendations.
  • Realizing how powerful Primerica’s pressing need for their friends, family and community members to have access to financial education and the right financial solutions that could help them live better lives and prepare for the future. Their middle–income market was – and still is – largely underserved by the financial services industry in favor of higher income clients. Freedom for Families was the goal because the basic HOW MONEY WORKS™ principles, which empower people to ask the right questions or make better decisions still aren’t often taught in schools.
  • Using Primerica's confidential, and customized Financial Needs Analysis (FNA) to help clients understand where they are financially and to map out a program to achieve their goals was my priority and commitment.

Store Manager of Operations

World Connections
11.2016 - Current
  • Reviewed and monitored scheduling, purchases and other expenses to maintain quarterly budget.
  • Improve sales numbers every month.
  • Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
  • Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.


  • Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
  • Coached sales associates on product knowledge by using wide variety of training tools.
  • Protected store from loss or theft by setting and enforcing clear security policies.
  • Managed inventory control, cash control and store opening and closing procedures.
  • Completed point of sale opening and closing procedures.
  • Reviewed performance data to monitor and measure productivity, goal progress and activity levels.
  • Supervised guests at front counter, answering questions regarding products.
  • Rotated merchandise and displays to feature new products and promotions.
  • Analyzed and interpreted store trends to facilitate planning.

Project Manager

Solanta Solar Systems
12.2020 - 09.2022
  • Improved sales by managing sales lifecycle from lead generation through contract negotiations and closings.
  • Created detailed sales presentations to communicate product features and market data.
  • Evaluated customer purchase requirements and recommended best-fit company offerings.
  • Developed and initiated projects, managed costs, and monitored performance.
  • Identified, reviewed and applied policies and procedures with team.
  • Modified and directed project plans to meet organizational needs.
  • Managed projects from procurement to commission.
  • Maintained open communication by presenting regular updates on project status to customers.
  • Identified plans and resources required to meet project goals and objectives.
  • Drove team success through shared vision and recognition of quality performance.
  • Stayed knowledgeable on latest Solar System innovations and technological advancements through continuous training.
  • Used prospecting and client development techniques to produce fresh leads and maintain solid conversion rate.
  • Presented Home owner energy solutions using interactive materials such as videos, charts and slideshows.

Analyst Consultant

MY BRILLIANT SOLAR
01.2024 - Current
  • Developed strong customer relationships through consistent communication and attentive service,
  • Boosted solar panel sales by implementing effective lead generation strategies.
  • Enhanced product knowledge by staying current with industry trends, attending training sessions, and conducting regular research.
  • Conducted in-depth energy assessments for potential clients to identify optimal solar solutions tailored to their needs.
  • Delivered persuasive sales presentations highlighting the benefits of solar energy adoption, leading to increased client conversions.
  • Streamlined the proposal process by creating templates and standardized materials for efficient document preparation.
  • Generated solar energy customer leads to develop new accounts.
  • Gathered information from prospective customers to identify solar energy needs.
  • Gave smooth and successful presentations at customer locations.
  • Followed-up with warm prospects to deepen connections and convert leads.
  • Produced quotes, proposals and contracts as part of sales process.

Digital Content Creator

I Love Ads Productions
10.2018 - Current
  • Developed visually appealing graphics for social media, resulting in higher engagement rates.
  • Created customized marketing materials to increase product awareness.
  • Maximized advertising efforts by developing content for media relations, corporate communications, and social media posts.
  • Wrote quality content for clients, enabling site visitors to quickly obtain information.
  • Identified target audiences to analyze characteristics, behavior and media habits.
  • Conducted online research to obtain relevant information and materials.
  • Created content with SEO keywords drawn from Google Analytics.
  • Created dynamic graphics and pieces to increase website and social media traffic.
  • Enhanced user experience by designing responsive and visually appealing websites for various clients.
  • Developed custom website features to meet client needs, resulting in improved functionality and increased satisfaction.
  • Delivered user support to clients to train, educate and answer questions.
  • Provided exceptional customer service through timely response to inquiries received via email or phone calls related to the website.

Jewelry Sales Associate

Banter By Piercing Pagoda
11.2023 - 02.2024
  • Boosted jewelry sales by providing excellent customer service and personalized product recommendations.
  • Increased repeat business by cultivating strong rapport with customers and offering tailored advice on product selection.
  • Maintained a visually appealing and organized store, contributing to a welcoming shopping environment.
  • Assisted clients in making informed decisions on high-value purchases by sharing expert knowledge of gemstones, metals, and designs.
  • Collaborated with fellow sales associates to achieve team sales goals consistently each month.
  • Greeted customers, helped locate merchandise, and suggested suitable options.
  • Checked pricing, scanned items, applied discounts, and printed receipts to ring up customers.
  • Offered each customer top-notch, personal service to boost sales and customer satisfaction.
  • Answered customer questions about products and services, helped locate merchandise, and promoted key items.
  • Engaged in friendly conversation with customer to better uncover individual needs.
  • Listened to customer needs and desires to identify and recommend optimal products.
  • Managed efficient cash register operations.
  • Opened, shelved and merchandised new products in visually appealing and organized displays for optimal sales promotions.
  • Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
  • Developed strong rapport with customers and created positive impression of business.
  • Maintained up-to-date knowledge of store sales, payment policies and security standards.
  • Worked to meet or exceed special targets for credit card applications, special donations and specific product promotions.

Education

No Degree - Life Insurance Licensed

Primerica Financial Services
The Bronx, NY
12.1996

High School Diploma -

John F Kennedy High School
The Bronx, NY
06.1991

Skills

  • Project planning and development
  • Lean manufacturing and design
  • Business process re-engineering
  • Advanced problem solving
  • Residential construction
  • Construction management
  • Strategic planning
  • Systems Design Documentation
  • Fluent in Spanish and English
  • Logistics Management
  • Project Management
  • Microsoft Active Directory
  • Contract Management
  • Technical Support

Languages

Spanish
English

Timeline

Analyst Consultant

MY BRILLIANT SOLAR
01.2024 - Current

Jewelry Sales Associate

Banter By Piercing Pagoda
11.2023 - 02.2024

Project Manager

Solanta Solar Systems
12.2020 - 09.2022

Digital Content Creator

I Love Ads Productions
10.2018 - Current

Store Manager of Operations

World Connections
11.2016 - Current

Life Sales Agent

PRIMERICA FINANCIAL SERVICES
01.2002 - 01.2004

Delivery Courier

United Parcel Service, UPS
03.1997 - 05.2012

Customer Service Specialist

Noth Folk Bank Currently Capital One
01.1996 - 01.1999

No Degree - Life Insurance Licensed

Primerica Financial Services

High School Diploma -

John F Kennedy High School

Computer Art

Knowledge on Microsoft Excell, Power Point and Word.

Knowledge on Sony Vega, Adobe Illustrator and Photoshop.

Wix Website Creator Partner.

Fluent on Google Sheets, Docs and Slides.

Fluent on Google Cloud HQ services.

Fluent on Zoom features.


Computer Art

Typing Skills. 50WPM.

Knowledge on Microsoft Excell, Power Point and Word.

Knowledge on Sony Vega, Adobe Illustrator and Photoshop.

Wix Website Creator Partner.

SMMA Managment

Fluent on Google Sheets, Docs and Slides.

Fluent on Google Cloud HQ services.

Fluent on Zoom Program and it's features.


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Eliseo J Uriarte