Sergio Fuentes Hernandez
Harvard,IL
Summary
Hardworking employee enthusiastic about learning the field inside and out. Pursues opportunities to learn new skills and contribute to group success. Offers strong administrative, relationship-building and problem-solving abilities.
Overview
4
4
years of professional experience
Work History
Financial Solutions Specialist
Advia Credit Union
08.2023 - Current
- Interview existing and potential members in person and by phone and explains specific services, products, and policies. Identifying members' needs and cross-selling Credit Union services and products actively in an appropriate, professional manner, meeting Credit Union standards. This includes outbound call expectations pertaining to CRM and other call list leads
- Counsel members regarding money management and financial matters. Including communicating loan denials, explaining decisions, and providing direction for future consideration
- Perform timely and accurate lending functions and offer lending solutions of all varieties including HELOC and Business Lending.
- Build and maintain a book of business to help improve present, past, and future member relationships. Proactively build and manage a pipeline that drives progress for the benefit of the members financial well-being.
- Perform new account functions, explain various account and ownership options, and obtain the required information and documentation.
- Ensure that the Credit Union's quality and professional reputation is projected and maintained. Staying informed regarding policy and procedure updates as well as local and national banking and lending trends.
Development Coach/Sales Consultant
Cellular Sales
01.2022 - 07.2023
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Compute sales prices, total purchases and receive and process cash or credit payment.
- Monitored and reported trainee progress, introducing new learning tools to address individual needs.
- Provided sales and customer service assistance to walk-in traffic
- Followed up with existing customers to provide additional support and address concerns.
- Mentored new hires, resulting in stronger staff development and increased productivity.
- Delivered prepared sales pitch from script and persuaded potential customer to purchase product or service.
Sales Representative
Community Advantage Network Boost Mobile
01.2020 - 12.2021
- Managed customer accounts to secure customer satisfaction and repeat business.
- Trained and mentored new sales representatives.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
- Compute sales prices, total purchases and receive and process cash or credit payment.
Farmer's Market Salesman
Piscasaw Gardens
08.2020 - 10.2020
- Handled cash, check and credit cards, processing transactions onsite for products and services.
- Answer customers' questions about produce, prices, availability.
- Bagged, wrapped and packaged purchases according to customers
- Restocked shelves, racks and bins with latest produce and changed signage to promote special items
Education
High School Diploma -
Harvard High School
Harvard, IL05.2019
Skills
- Service Quality
- Social Networks
- Retail Store Management
- Effective Multitasking
- Bilingual (Spanish)
- Problem Solving
- Critical Thinking
- Computer literacy
- Leadership
- Relationship Building
- Phone Etiquette
Timeline
Financial Solutions Specialist
Advia Credit Union
08.2023 - Current
Development Coach/Sales Consultant
Cellular Sales
01.2022 - 07.2023
Farmer's Market Salesman
Piscasaw Gardens
08.2020 - 10.2020
Sales Representative
Community Advantage Network Boost Mobile
01.2020 - 12.2021
High School Diploma -
Harvard High School
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