RHYS HEFFERN
Richmond,VA
Summary
Enthusiastic Sales and Customer Service professional with expertise in communication and negotiating. Driven to provide superior quality customer service. Innovative in leveraging extensive knowledge of products and services as well as creating solutions for customers to drive loyalty, retention and revenue. Highly adept at training, managing, coaching and mentoring sales and customer service associates with talent for interacting with staff at all levels of organization and public.
Overview
8
8
years of professional experience
Work History
Sales Representative
State Farm
02.2023 - Current
- Managed customer accounts to secure customer satisfaction and repeat business.
- Generated new leads through networking and attending industry events.
- Answered customer questions about products and services, helped tailor personal packages, and promoted key items.
- Engaged in friendly conversation with customer to better uncover individual needs.
- Built customer loyalty and retention by delivering excellent shopping experiences.
- Delivered energetic responses to customers in-store and by telephone, going above and beyond to serve needs.
Associate Banker
Chase Bank
07.2021 - 02.2023
- Balanced teller drawers and ATM cash.
- Opened, closed, and updated accounts for customers.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Managed risk to ensure operational integrity and compliance with applicable regulations, policies and procedures
- Engaged in deeper financial conversations with customers to understand their goals and needs
- Educated customers on features and benefits of banking products and services.
Banker
Wells Fargo Bank
04.2017 - 07.2021
- Opening checking and savings accounts for business and personal
- Pivoting products such as Credit cards and loans
- Assisting customer with setting up and navigating online resources
- Filing fraudulent activity and replacing accounts
- Referring customer for wealth management and mortgages within the company
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
Teller
Wells Fargo Bank
11.2015 - 04.2017
- Assessed customers needs to effectively suggest services or products to benefit them the most
- Engaged in team member building exercises by planning team outings and actively participating in leading team huddles
- Excellent attention to detail resulting in achieving the 3 month perfect balancer award
- Daily risk management to prevent fraudulent activity
- Building rapport and a book of business
- Guiding my customer with my team of experts to achieve financial goals.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
Education
No Degree - Business
J Sargent Reynolds Community College
Richmond, VAHigh School Diploma -
Brandon High School
Brandon, Fl04.2012
Skills
- Always earl to the job
- PNC license
- Former Notary
- Building rapport with ease
- Promoting Products
- Cross-Selling Expertise
- Generating Referrals
- Retention Strategies
- Risk Mitigation
- Employee Motivation
Timeline
Sales Representative
State Farm
02.2023 - Current
Associate Banker
Chase Bank
07.2021 - 02.2023
Banker
Wells Fargo Bank
04.2017 - 07.2021
Teller
Wells Fargo Bank
11.2015 - 04.2017
No Degree - Business
J Sargent Reynolds Community College
High School Diploma -
Brandon High School