Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sergio Wescott

Kansas City,MO

Summary

Motivated individual with 10 plus years in management experience and exceptional people skills. Well versed in Business and Retail Banking, as well as Retail banking and Business banking business sourcing. Desire a challenging role where I can expand my knowledge and professional career while making a difference in my community.

A sales professional with proven ability to drive client satisfaction and revenue growth. Leveraged strategic account management and relationship-building to achieve significant business outcomes. Known for collaborative leadership and adaptability in dynamic markets, bringing skills in client communication and sales strategy to team.

Highly organized and motivated Account Executive with demonstrated track record of building relationships with clients, developing successful sales campaigns, and managing teams of account managers. Skilled in financial analysis, customer service and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives.

Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.

Outside sales specialist with strength in negotiations, e-commerce and customer service. Excellent interpersonal and time management skills.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

10
10
years of professional experience

Work History

Account Executive Merchant Services

Commerce Bank
08.2023 - Current
  • Achieved or exceeded company-defined sales quotas.
  • Delivered informative presentations to potential clients, showcasing unique value of products or services offered.
  • Monitored industry trends and competition, adjusting sales strategies accordingly to maintain competitive edge in market.
  • Negotiated contracts successfully, securing favorable terms for both the company and clients.
  • Trained junior team members on best practices for account executive responsibilities, fostering a collaborative work environment focused on continuous improvement.
  • Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
  • Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
  • Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
  • Presented professional image consistent with company's brand values.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Met with customers to discuss and ascertain needs, tailor solutions and close deals.

Small Business Consultant

Bank of America
04.2019 - 08.2023
  • As a Small business consultant, I work closely with business owners and assist in advising on business strategies, problem solving, and business development skills
  • I assist in providing resources that help the business performance, whether that be cash flow needs, receivables, payroll needs and business lending
  • I am passionate in seeing a small business develop from the ground up it is one of the most rewarding feeling to me
  • Achievements: Top teller performer for a year and a half in my district, promoted three times in a 5-year span
  • In 2020, I was one of five top performing Relationship Managers in the Kansas City Market, leading my branch toward Optimal and one of few selected as a floating associate to assist at understaffed locations during and through pandemic
  • After pandemic I was promoted to Small Business Consultant where I have had the opportunity to grow my career in a different field within the company
  • Through this small business consultant venture I have had the opportunity to be a part of networking teams such as the Kansas City Chamber of Commerce, I have been involved in events with the Hispanic Chamber of Commerce and I have also had the opportunity to be involved with the Kansas City LGBTQ chamber in a few networking events as well as volunteer events
  • Most recent I have had the opportunity to be apart of the Merrill FSA licensing program and have been working toward obtaining my SIE, Series 66 and Series 7 in order to open myself up to future opportunities

Senior FSR Manager

Citizens Bank and Trust
05.2016 - 06.2018
  • Responsibilities included, Operations, Lending, Product Sales, Customer Service, Security and Safety, New Small Business and Consumer sourcing
  • Provided leadership, training and supervision; to ensure superior level of customer service and promoted the sales and service culture through coaching, guidance and staff motivation
  • Achievements: Met monthly quarterly and yearly new business and consumer accounts goals
  • Implemented monthly community days as well as assisted other branches in the company to set up similar activities for their communities, and locations

Assistant Branch Manager

US Bank
02.2015 - 05.2016
  • Oversaw the efficiency and operation of the branch to ensure all operational functions are completely and properly performed by the staff while conveying a feeling of trust, service, security and satisfaction to customer and staff
  • As well as responsible for overseeing the teller functions, ATM balancing, night depository processing, Brinks processing and customer service duties
  • Achievements: Aided in turning an under-performing branch around and implemented strategies to meet sales goals and become an operationally sound branch
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.

Education

Bachelor’s - business management

MidAmerican Nazarene
Olathe, KS
11.2018

High School - RAY-PEC Honors program, A+ program

Ray-pec High School
Peculiar, MO
05.2006

Skills

  • Management
  • Time management
  • Problem solving
  • Critical thinking
  • Exceptional People Skills
  • Excel
  • Microsoft Word
  • Outlook
  • Team player
  • Organizational skills
  • Client relationship building
  • Account management
  • Pipeline management
  • Written and verbal communication
  • Strategic selling
  • CRM software expertise
  • Business development and planning
  • Interpersonal skills
  • Sales proficiency
  • Performance tracking
  • Strategy implementation
  • Strong presentation skills
  • Client campaigns
  • Sales presentation
  • Business growth opportunities
  • Problem-solving
  • Task prioritization
  • Excellent communication
  • Point of sale operation
  • Analytical thinking
  • Self motivation
  • Adaptability and flexibility
  • Effective communication

Timeline

Account Executive Merchant Services

Commerce Bank
08.2023 - Current

Small Business Consultant

Bank of America
04.2019 - 08.2023

Senior FSR Manager

Citizens Bank and Trust
05.2016 - 06.2018

Assistant Branch Manager

US Bank
02.2015 - 05.2016

Bachelor’s - business management

MidAmerican Nazarene

High School - RAY-PEC Honors program, A+ program

Ray-pec High School
Sergio Wescott