Rachel Rieves
Riverview,FL
Summary
I am a client-focused professional with proven success in managing high-value relationships, onboarding new accounts, and guiding clients through complex financial and service solutions with precision and care. My experience at J.P. Morgan Chase and Cigna equipped me with a strong foundation in banking, treasury services, and CRM systems like Salesforce, where I consistently delivered fast, accurate results and maintained exceptional client satisfaction. Recognized for my ability to anticipate client needs, identify cross-sale opportunities, and serve as a trusted advocate, I excel in fast-paced environments where detail, communication, and collaboration drive success.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Sales Advisor
BMW of Tampa
Tampa, FL
06.2023 - Current
- Acted as first point of contact for clients, delivering personalized consultations and tailored product solutions.
- Exceeded monthly sales and enrollment goals by 25% and maintained a client satisfaction rating of 95%.
- Conducted detailed needs assessments, guiding customers through complex product options with clarity and enthusiasm.
- Delivered client onboarding sessions, ensuring customers understood features, benefits, and next steps.
- Maintained organized pipeline management in CRM, improving follow-up efficiency and conversion.
Enrollment & Client Experience Specialist
Cigna Healthcare
Riverview, FL
08.2020 - 06.2023
- Acted as the client advocate and advisor, guiding individuals and businesses through complex onboarding processes for health and financial services.
- Collaborated with internal teams to resolve escalated research requests quickly, maintaining high client satisfaction scores.
- Delivered proactive follow-ups, building trust and ensuring a smooth client journey from prospect to enrollment.
- Identified cross-sale opportunities and partnered with business units to expand client relationships.
- Consistently exceeded performance goals while maintaining a high degree of accuracy and compliance.
Client Solutions Specialist
J.P. Morgan Chase
Tampa, FL
03.2017 - 07.2020
- Served as the primary point of contact for 350+ clients, managing onboarding, account servicing, and ongoing relationship needs.
- Guided clients through commercial deposit account openings and treasury services, ensuring accuracy, compliance, and efficiency.
- Partnered cross-functionally with internal business units to resolve escalated requests, advocating on behalf of clients to deliver seamless solutions.
- Identified opportunities to expand relationships by recommending additional banking products and services.
- Leveraged Salesforce and core banking systems to maintain client records, track interactions, and ensure continuity of care.
Retail Sales Associate
Macys Department Store
Tampa, FL
01.2017 - 03.2017
- Delivered a high-energy, welcoming first impression to customers in fast-paced retail environments.
- Exceeded sales goals by upselling and creating engaging, personalized shopping experiences.
- Built strong brand representation by educating customers on product features and benefits.
Education
Bachelor of Science -
Johnson & Wales University
Miami, FL01.2018
Skills
- Customer Engagement & Experience Design
- Consultative Sales & Relationship Building
- Product Demonstrations & Feature Education
- CRM Systems (Salesforce, proprietary tools)
- High-Volume Pipeline Management
- EV Industry Knowledge & Passion for Innovation
- Public Speaking & Presentation Skills
Certification
- Customer Service Excellence Certificate – Call Center & Negotiation Training
- FDCPA Certification – Fair Debt Collection Practices Act Compliance
- LVMH Certified – Luxury Retail & Customer Experience Training
Timeline
Sales Advisor
BMW of Tampa
06.2023 - Current
Enrollment & Client Experience Specialist
Cigna Healthcare
08.2020 - 06.2023
Client Solutions Specialist
J.P. Morgan Chase
03.2017 - 07.2020
Retail Sales Associate
Macys Department Store
01.2017 - 03.2017
Bachelor of Science -
Johnson & Wales University
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