Driven sales professional with extensive customer service and business development experience. Proven track record of driving increased sales, improving buying experience and elevating company profile with target market.
Overview
5
5
years of professional experience
Work History
Business Performance Advisor
Insperity
10.2022 - Current
Contacted new and existing customers to discuss ways to meet needs through specific products and services.
Built strong client rapport to establish diversified network of connections.
Supplier Relationship Manager
C2FO
04.2022 - 10.2022
Built and maintained relationships with new and existing clients while providing high level of expertise.
Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
Sales Development Representative
C2FO
06.2021 - 04.2022
Developed and maintained positive relationships with key decision-makers and influencers.
Won new business by articulating full value of company's capabilities to prospects.
Cashiering Associate
Creative Planning
11.2019 - 06.2021
Provided support to Wealth Managers and Financial Planners by processing cash transactions for clients to/from investment accounts and bank accounts.
Problem solve with custodians and Wealth Managers on challenging transactions.
Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.
Personal Banker 1
Commerce Bank
04.2018 - 11.2019
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Cross-sold bank products and services to meet customer needs and provide options.