Sean Ayer
St. George,UT
Summary
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.
Overview
2
2
years of professional experience
Work History
Store Manager
Choice Health Bar
05.2021 - 08.2023
- Rotated merchandise and displays to feature new products and promotions.
- Reconciled daily sales transactions to balance and log day-to-day revenue.
- Reported issues to higher management with great detail.
- Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
- Developed a successful employee retention plan, reducing staff turnover rates significantly.
- Assisted with hiring, training and mentoring new staff members.
- Completed point of sale opening and closing procedures.
- Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
- Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
- Oversaw loss prevention efforts, minimizing shrinkage by implementing effective security measures and training staff on proper procedures.
- Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
- Managed inventory control, cash control, and store opening and closing procedures.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Fostered a positive work environment by cultivating strong relationships between team members through team-building activities and consistent recognition of individual achievements.
- Implemented innovative programs to increase employee loyalty and reduce turnover.
- Promoted team collaboration, performance, and efficiency by fostering healthy environments focused on mutual success.
Personal Banker/Branch Sales Manager
First Hawaiian Bank
- Processed deposits, withdrawals and ACH transfers accurately.
- Spearheaded efforts to drive process enhancements that led to improved teller accuracy rates over time.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Conducted regular audits of cash handling procedures, minimizing risk exposure for the branch.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Monitored accuracy of customer information in system.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Presented new and additional products and services to existing customers.
- Promoted financial products by maintaining excellent service offering knowledge.
- Managed complex credit applications; negotiated terms and conditions which resulted in increased loan approvals for qualified borrowers.
- Provided ongoing mentorship to junior bankers, building their skills in sales techniques and customer relations management.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Cross-sold bank products and services to meet customer needs and provide options.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
Personal Banker Specialist
US Bank NA
- Proven ability to learn quickly and adapt to new situations.
- Developed strong client relationships through consistent communication and attentive service.
- Collaborated with cross-functional teams to achieve project goals on time and within budget.
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
- Led successful sales presentations to prospective clients, resulting in increased partnerships and collaboration opportunities.
- Attended training programs to deepen professional skillset and assisted in training fellow store associates on existing and new training programs.
- Earned recognition as a top performer consistently exceeding targets throughout my tenure as a specialist in the field.
- Interpreted clients' needs and introduced services to fit specific requirements.
- Mentored junior team members, fostering professional growth through guidance on best practices in the industry.
- Managed portfolio (300) clients
Education
Associate of Applied Science - Automotive-Body Technology
Saint Cloud Technical College
Saint Cloud, MNAssociate of Applied Science - Business Management
Saint Cloud Technical College
Saint Cloud, MNSkills
- Safe Deposit Box Oversight
- Branch operations
- Sales Growth
- Client Relationship Management
- Relationship building and management
- Transaction Processing
- Wealth Management
- Regulatory Compliance
- Loan application expertise
- Portfolio Management
- Banking Policies and Procedures
- Cross-Selling and Upselling
Accomplishments
- Millionaires Club for multiple quarters
- Emerging leaders
- Hawaii Causality and life insurance
- Exceeded Sales goals over 80% of the time.
Timeline
Store Manager
Choice Health Bar
05.2021 - 08.2023
Personal Banker/Branch Sales Manager
First Hawaiian Bank
Personal Banker Specialist
US Bank NA
Associate of Applied Science - Automotive-Body Technology
Saint Cloud Technical College
Associate of Applied Science - Business Management
Saint Cloud Technical College
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