Sean Goins
Somerset,NJ
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Financial Services Consultant (Supervisor)
Affinity Federal Credit Union
10.2018 - Current
- Articulated client solutions in terms of ROI.
- Communicates with clients and advisors on various account and/or transactional processes and oversees client communication materials
- Coordinates with internal and external teams to on-board new account relationships (information collection, documentation and approval compilation, open and fund accounts)
- Leads and oversees multiple aspects of the client relationship including cash management, distributions, contributions, asset allocation, investment actions, client/account maintenance, and client inquiries. Coordinates with internal and external teams as necessary
- Builds rapport with clients and intermediaries to maintain a positive working relationship. Acts as the client advocate in order to retain, preserve, and deepen existing relationships
- Collaborates with district and corporate management team to ensure consistency of service through all service branches
- Develops systems to monitor the success and progress of new company initiatives to streamline efficiency of services
- Cultivates and sustains positive working relationships with customers and staff members to establish a partnership relationship, yielding higher customer retention rates
Head Server
Cheesecake Factory Restaurant
10.2016 - 09.2018
- Providing individualized guest service to meet the needs of each guest
- Trained new staff on restaurant operations and policies to strengthen performance.
- Driving the average sales transaction by upselling store product and current promotions
- Addressing guest concerns by actively listening, documenting the complaint, and directing concerns to the appropriate store personnel
- Maintaining cleanliness by conducting table visits, restocking supplies, and cleaning store consistently throughout the day
Assistant Manager
TGI Fridays Restaurant & Bar
05.2013 - 08.2016
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Collected, analyzed, and disseminated sales data, with an emphasis on identifying data trends
- Conferenced with certified employees to discuss individual performance and approaching company initiatives
- Collaborated with district and corporate management team to ensure consistency of service through all service branches
- Oversaw inventory of on-hand items on a daily basis, in depth inventory done on a weekly basis
- Reviewed guest experiences via email, guest surveys and phone calls
- Adhered to sales goals set via corporate office and district manager
- Oversaw in store budget by managing smallwares, advertising and promotions and profit and loss recaps
- On boarded of new employees with various software programs, I9 verification, W-4 information and WOTC information
Education
High School Diploma -
Piscataway Township High School
Piscataway, NJ06.2009
Skills
- Client Engagement & Retention
- Effective Communicator
- Financial planning
- Credit analysis
- Problem-solving
- Adaptability
- Regulatory compliance
- Risk Management
- Analytical skills
- Critical thinking
- Mission Driven
- Corporate Planning
Accomplishments
Affinity Influence Team
Affinity Foundation Team
Certification
NMLS Mortgage License 1949988
Notary Public: State of New Jersey
SORA License
Timeline
Financial Services Consultant (Supervisor)
Affinity Federal Credit Union
10.2018 - Current
Head Server
Cheesecake Factory Restaurant
10.2016 - 09.2018
Assistant Manager
TGI Fridays Restaurant & Bar
05.2013 - 08.2016
High School Diploma -
Piscataway Township High School
NMLS Mortgage License 1949988
Notary Public: State of New Jersey
SORA License
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