ROBERT JORDAN
AUBURN,AL
Summary
Proven leader with a track record of exceeding revenue objectives at South State Bank, demonstrating exceptional financial sales acumen and interpersonal communication skills. Expert in volunteer recruitment and event setup, adept at fostering client relationships and driving results through strategic financial planning and team coaching. Achieved significant customer satisfaction improvements, underscoring a commitment to excellence and achievement.
Overview
7
7
years of professional experience
Work History
Volunteer
INNER CITY
- Assisted with special events and programs.
- Maintained clean, neat, and operational facilities to serve program needs.
- Used strong interpersonal communication skills to convey information to others.
- Supported engaging, fun, and smooth-running events by helping with organization and planning.
Motivator
Team Leader
Group Leader
SR FINIANCIAL SALES REPRESENTATIVE
Southstate
06.2017 - Current
- Oversaw financial sales to monitor compliance with legal requirements and company policies.
- Recruited, hired and coached departmental personnel for company in banking industry.
- Collected data on competitors' pricing and promotions through primary and secondary research techniques.
- Exceeded revenue objectives of $200,000.00 per quarter.
- Implemented initiatives to improve customer satisfaction and increase repeat business.
- Discussed financial options with clients and provided informed suggestions.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Worked with clients and finance companies to find optimal solutions for financing.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Developed advanced product knowledge to share current information while generating and delivering products quotes.
Education
High School Diploma -
Auburn High School
Auburn, AL05.2008
Skills
- Volunteer Recruitment
- Event Setup
- Fundraising
- Recordkeeping
- Making sure the people are helped in the best way
COMTIA SECURITY +
A Cybersecurity program to help move me into this field. The CompTIA Secuirty+ certified professionals are the experts in the field of cybersecurity. These Security professionals have tasks relating to securing network hardware, network services, and network traffic for the assigned business.
Timeline
SR FINIANCIAL SALES REPRESENTATIVE
Southstate
06.2017 - Current
Volunteer
INNER CITY
Motivator
Team Leader
Group Leader
High School Diploma -
Auburn High School
Similar Profiles
Cwenga KhwitshanaCwenga Khwitshana
General Worker at Inner CityGeneral Worker at Inner City
Carolyn MontgomeryCarolyn Montgomery
Treasurer at Castle Dale City/Price City/Orangeville CityTreasurer at Castle Dale City/Price City/Orangeville City
JULIE TICKLERJULIE TICKLER
Bus Aide, Preschool Aide, Middle School Aide at Bellbrook City Schools, Huber Heights City SchoolBus Aide, Preschool Aide, Middle School Aide at Bellbrook City Schools, Huber Heights City School