Sascha Patterson
Carlsbad
Summary
Results driven professional with experience in high stakes financial environments, specializing in strategic client relationship management. Proven track record of leveraging consultative sales techniques to deliver impactful solutions and exceed targets. Adept at fostering collaborative, high performance team cultures and navigating complex client needs with agility and precision.
Overview
5
5
years of professional experience
Work History
Relationship banker
Bank of America
01.2024 - 01.2025
- Built and maintained strong client relationships by providing tailored financial solutions, increasing customer retention through personalized banking support
- Delivered exceptional customer service that enhanced client satisfaction and loyalty, fostering long-term relationships
- Educated clients on banking, lending, and investment options, helping them to achieve financial goals and improve their financial literacy
- Ensured adherence to banking regulations, policies, and security procedures, reducing compliance risks and maintaining operational integrity
- Assisted clients with digital banking tools, including mobile apps, online banking, and Zelle transfers, improving their digital banking experience and efficiency
Beauty advisor
Ulta Beauty
01.2021 - 01.2022
- Utilized product knowledge and communication skills to increase sales of beauty products, enhancing store profitability
- Delivered excellent customer service by building relationships with clients, increasing customer satisfaction and loyalty
- Enhanced team collaboration through strong communication, leading to smoother in-store operations and increased team efficiency
- Designed and maintained attractive product displays to enhance visual appeal and drive customer interest, contributing to increased sales
- Met store sales goals and objectives by leveraging product knowledge and effective sales strategies to maximize daily revenue
- Handled customer inquiries and sales transactions efficiently under pressure by applying problem-solving and prioritization techniques, improving customer satisfaction and trust
Warehouse Associate
Bindle Bottle Warehouse
01.2020 - 01.2021
- Counted and monitored inventory using POS systems and Excel from the Microsoft Office Suite, ensuring all warehouse stock was accurately tracked and accounted for
- Verified accuracy of orders before shipment, reducing order errors and ensuring customer satisfaction by utilizing precise checking methods
- Trained newly hired employees in warehouse procedures and POS systems, improving team efficiency and consistency in operations
- Accomplished tasks individually and in a group through effective time management, consistently meeting deadlines and contributing to smooth warehouse operations
- Organized and unpacked shipments upon arrival, streamlining inventory restocking with strong organizational skills and ensuring timely product availability on the floor
- Managed multiple warehouse tasks simultaneously by effectively collaborating with team members, which improved operational efficiency
Education
BS - Business Psychology, minor in accounting
UC San Diego
01.2024
Accounting
Palomar College- San Marcos
01.2022
Skills
- Effective time management
- Effective communication
- Microsoft Office proficiency
- Customer support expertise
- Finance & Inventory: Accounting, Financial Services, Merchandising & Inventory
- Financial services
- Cross-selling products
- Resourcefulness
Timeline
Relationship banker
Bank of America
01.2024 - 01.2025
Beauty advisor
Ulta Beauty
01.2021 - 01.2022
Warehouse Associate
Bindle Bottle Warehouse
01.2020 - 01.2021
Accounting
Palomar College- San Marcos
BS - Business Psychology, minor in accounting
UC San Diego