Summary

Overview

Work History

Education

Skills

Websites

Timeline

Sedrick Green

Milwaukee,WI

Summary

Experienced banking, wireless sales, and financial services professional with 10+ years of expertise in customer

service, fraud prevention, account management, digital banking support, and sales consulting. Skilled in Salesforce,

CRM systems, client relationship management, and regulatory compliance. Recognized for strong communication,

problem-solving, and maintaining high customer satisfaction in fast-paced environments.

Overview

years of professional experience

Work History

Sales Advisor

Cellular Sales Services Group, LLC

Milwaukee, Wisconsin

03.2026 - Current

• Assist customers with wireless plans, device upgrades, and account support services

• Provide product recommendations based on customer needs and usage goals

• Maintain strong customer relationships through consultative sales and support

• Support inventory organization and daily retail operations in a fast-paced environment

Online Banking & Risk Strategy Consultant

SG Financial Consulting (Self-Employed)

Milwaukee, WI

01.2023 - Current

Provided consulting services to individuals and small businesses on digital banking systems and fraud prevention

practices

• Assisted clients with secure account setup and digital payment solutions

• Supported Salesforce CRM data cleanup and customer record organization for a lending startup

• Advised clients on banking compliance and account security best practices

• Continued professional development in financial technology and remote banking services

Online Banking Specialist

BMO Harris Bank

Brookfield, Wisconsin

06.2012 - 01.2022

• Delivered online banking support and account assistance for personal and business clients

• Assisted customers with digital banking tools, account access, wire transfers, and fraud-related concerns

• Maintained a 97% customer satisfaction rating during major banking system conversions

• Investigated account issues and supported fraud prevention efforts while ensuring regulatory compliance

• Built strong relationships with clients through consistent service and problem resolution