SARAH STEADMAN
Houston,TX
Summary
Experienced sales professional with a 10-year track record of increasing sales, improving client retention, and growing customer base. Thrives in fast-paced environments, excels as a results-oriented communicator. Skilled in analyzing documentation, resolving routine and complex issues, and facilitating effective communication between parties. Demonstrated passion for building relationships, cultivating partnerships, and driving business growth into the next chapter of my career.
Overview
8
8
years of professional experience
Work History
BRANCH BANKER SR.
PNC Bank
10.2021 - 10.2024
- Maintained confidentiality of bank records and client information, directed specific questions to appropriate branch personnel, and exceeded customer service satisfaction ratings.
- Demonstrated great teamwork skills with partners involved in production in the investment, mortgage, treasury, and commercial departments.
- Set and reinforced consistent, compliant control, and operational policies for accounts tracking, reconciliation, and reporting.
- Conducted financial reviews for existing customers to identify additional products or services that could benefit them.
- Participated in community events and workshops to represent the bank and foster community relations.
- Monitored and reported suspicious activities to comply with anti-money laundering regulations.
- Implemented strategies to promote banking services and products, increasing sales and customer engagement.
FINANCIAL SALES ADVISOR
BBVA USA
04.2019 - 10.2021
- Top Performer Leader's Circle Award 2020
- Delivered presentations to key decision makers and offered financial recommendations
- Informed clients of financial services providing a number of benefits and outlined potential risks
- Developed and maintained relationships with customers and assisted in generating sales opportunities
- Created and maintained a large client base by meeting needs and delivering exceptional customer service
- Negotiated contracts for improved pricing and terms of business with suppliers
SALES COORDINATOR
Aloft Hotels
08.2018 - 03.2019
- Drove sales by effectively up-selling and cross-selling products to maximize profitability
- Consulted with long-term, new, and prospective customers to understand needs and propose ideal solutions
- Developed long-term partnerships with lucrative business customers
- Saved costs by negotiating room rates and meeting space pricing
- Improved profitability and pipeline with multiple marketing channels and sales strategies
- Researched and capitalized on emerging opportunities to build business and expand customer base
SALES ASSOCIATE
Orangetheory Fitness
07.2016 - 08.2018
- Top Sales Award, 2017.
- Delivered courteous and professional customer support for sales and service needs.
- Collaborated with customers to determine needs and recommend appropriate products and services.
- Completed sales process from initial contact to final agreement.
- Drove improved customer ratings by addressing issues proactively.
Education
CULINARY MANAGEMENT -
THE ART INSTITUTE OF HOUSTON
Houston, TX01.2016
Skills
- Microsoft Office
- Cashflow Planning and Management
- Relationship Building
- Business Entity Structure Knowledge
- Bookkeeping
- Exceptional Communication
- Conflict Mediation
- Value Based Selling
- Budgeting assistance
- Credit assessment
- B2B relationship management
- Financial regulatory compliance
Timeline
BRANCH BANKER SR.
PNC Bank
10.2021 - 10.2024
FINANCIAL SALES ADVISOR
BBVA USA
04.2019 - 10.2021
SALES COORDINATOR
Aloft Hotels
08.2018 - 03.2019
SALES ASSOCIATE
Orangetheory Fitness
07.2016 - 08.2018
CULINARY MANAGEMENT -
THE ART INSTITUTE OF HOUSTON
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