Savannah Huston
Vacaville,CA
Summary
Highly motivated banking professional with a stellar track record as a Financial Service Representative, known for achieving extraordinary sales performance and fostering unwavering customer loyalty. Adept at problem-solving and providing effective solutions while also excelling in training and instructional design. A dynamic collaborator who thrives on working with leaders to drive growth and development. If you seek a results-oriented, personable powerhouse, look no further!
Overview
14
14
years of professional experience
1
1
Certification
Work History
Learning & Development Specialist
Travis Credit Union
07.2019 - 07.2023
- Evaluated success of training programs using the Kirkpatrick Model and recommended improvements to upper management to enhance effectiveness saving the company thousands of dollars a year.
- Facilitated over 10 effective training courses and workshops a month in topics ranging from techinical, consultative selling and leadership.
- Communicated all learning and performance objectives, schedules, and training assessments to upper management.
- Designed course materials using the ADDIE and SAM models. As well as supported implementation, using tools such as Articulate Storyline, Camtasia and more.
Senior Financial Services Representative
Travis Credit Union
07.2013 - 07.2019
- Analyzed member's current and future financial needs, producing beneficial product recommendations. Building customer loyalty and 27% of my clients being repeat members.
- Developed and maintained strong relationships with new customers and vendors to establish rapport and build trust.
- Supervised a team of 6 front line associates modeling consultative conversations and engagement strategies.
- Assisted training front line staff on systems such as Salesforce, Lumin, Fiserv, and the full suit of Microsoft.
- Assembled methods and procedures to improve financial department's policies and reported outcomes to operational supervisor making a more effective start to finish process.
Sales & Service Specialist
Bank Of America
07.2009 - 06.2013
- Responded to inquiries from clients and provided financial advice to drive fiscal growth by 17%.
- Maintained updated records of all financial transactions to support traceability.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Advised clients on favorable investment opportunities to meet established financial goals.
Skills
- Influencing Others
- Consultative Selling
- Problem-Solving & Decision Making
- Strategic Planning
- Learning & Development
- Emotional Intelligence
Accomplishments
- Collaborated with team of 4 leaders in the development of the New Hire Onboarding process. I was able to convert over 200 hours of instructor led training to 96 hours and built multiple on demand courses to support the learning.
Certification
- Certified Credit Union Financial Counselor, CUNA
Timeline
Learning & Development Specialist
Travis Credit Union
07.2019 - 07.2023
Senior Financial Services Representative
Travis Credit Union
07.2013 - 07.2019
Sales & Service Specialist
Bank Of America
07.2009 - 06.2013
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