Sajid Velez
Athens
Summary
Dynamic small business owner and former Financial Advisor at Prudential Financial, adept at driving sales and enhancing customer service. Proven track record in resolving complex issues and fostering client relationships. Skilled in analytical problem-solving and effective communication, consistently delivering tailored financial strategies to meet diverse client needs.
Overview
33
33
years of professional experience
Work History
Small Business Owner
New Roofing Contractor
01.2018 - 05.2024
- Provided elite customer service by resolving escalated problems and calmly responding to shifting priorities.
- Fulfilled customer shipping needs by completing all purchase orders and customer invoices.
- Promoted business via social media to generate leads and maximize brand identity.
- Conducted performance evaluations and provided constructive feedback to employees.
Small Business Banker
Bank of America
02.2006 - 06.2017
- Worked with borrowing clients to procure updated financial information on ongoing basis.
- Reviewed deposit profitability analysis and outlined strategies to bring unprofitable accounts back to productive status.
- Maintained up-to-date knowledge of competitors' products.
- Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
Financial Advisor
Prudential Financial
09.2004 - 12.2005
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Insurance Agent
Cosvi
08.1991 - 06.2004
- Maintained high standards of customer service by building relationships with clients.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
Education
Bachelor of Arts - Business Administration
Universidad Interamericana
Bayamon, PR06-1991
Skills
Sales and Negotiation
Analytical and Problem-Solving
Communication
Customer Service
Languages
Spanish
Native or Bilingual
Timeline
Small Business Owner
New Roofing Contractor
01.2018 - 05.2024
Small Business Banker
Bank of America
02.2006 - 06.2017
Financial Advisor
Prudential Financial
09.2004 - 12.2005
Insurance Agent
Cosvi
08.1991 - 06.2004
Bachelor of Arts - Business Administration
Universidad Interamericana
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