Summary
Overview
Work History
Education
Skills
Work Availability
Timeline

Sharan Carter

It's fine to celebrate success but it is more important to heed the lessons of failure.
Bill Gates

Summary

Knowledgeable and dedicated customer service professional with extensive experience in financial industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.

Overview

17
17
years of professional experience

Work History

Life Insurance Sales Representative

Primerica
Brooklyn, NY
09.2017 - Current
  • Developed sales strategies to increase customer base and maximize profits.
  • Conducted research on potential customers and identified target markets.
  • Provided customer service support, including responding to inquiries, resolving complaints, and providing product advice.
  • Ensured compliance with all applicable laws governing the sale of life insurance products.
  • Rewrote and reinstated insurance policies, following underwriting and business rules.
  • Created detailed presentations for prospective clients outlining the benefits of life insurance policies.

Family Daycare Provider

Self Employed
Brooklyn, NY
08.2017 - 07.2023
  • Provided safe, nurturing and stimulating environment for children in care.
  • Supervised children during playtime indoors and outdoors.
  • Developed age-appropriate learning activities to promote physical, emotional, intellectual development of the children.
  • Maintained accurate records of each child's progress in accordance with regulations.
  • Ensured all safety protocols were followed at all times within the daycare setting.
  • Supported children's emotional and social development, encouraging understanding of others and positive self-concepts.
  • Managed administrative program tasks such as taking attendance, updating logs and tracking supplies.

Head Bank Teller

JP Morgan Chase
New York, NY
02.2014 - 07.2017
  • Maintained a high level of customer service by ensuring all customers received prompt, efficient and courteous service.
  • Performed periodic audits on tellers' transactions to ensure accuracy and adherence to established policies and procedures.
  • Verified identification for customers before completing transactions involving large sums of money or sensitive information.
  • Balanced cash drawer at the end of each shift.
  • Conducted cash handling duties such as counting money, verifying deposits, cashing checks, and processing withdrawals accurately.
  • Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
  • Ensured compliance with bank policies and procedures regarding security measures, internal controls and audit requirements.
  • Identified suspicious activities or transactions that may be indicative of money laundering or other criminal activity according to Bank Secrecy Act regulations.
  • Provided training to new employees on proper cash handling techniques, customer service standards.
  • Resolved customer complaints professionally in a timely manner while maintaining positive relationships with customers.
  • Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Entered customer transactions into computers to record transactions and issue computer-generated receipts.

Executive Assistant to the Managing Director

Faith, Hope & Charity Daycare Services
Brooklyn, NY
01.2007 - 02.2014
  • Provided administrative support to the Managing Director, including scheduling meetings, preparing agendas and taking minutes.
  • Created presentations and reports for the Managing Director with accurate data entry and formatting.
  • Prepared expense reports for the Managing Director according to company policy.
  • Coordinated all incoming correspondence from internal and external contacts on behalf of the Managing Director.
  • Answered phone calls professionally and directed them appropriately according to protocol.
  • Greeted visitors in a professional manner; provided information or directed visitors to appropriate personnel as required.
  • Responded promptly to any requests made by senior management team members.
  • Developed relationships with other departments within the organization in order to ensure smooth flow of communication between departments.
  • Served as liaison between executive staff members and other departments and divisions within the organization.
  • Managed filing system for documents related to projects handled by executive staff members.
  • Supervised day-to-day operations at office premises ensuring compliance with safety regulations.
  • Maintained company confidence and protected business operations by keeping sensitive information confidential.
  • Wrote and distributed executive meeting agendas and minutes to department heads and executive team members.

Education

MBA - Business Administration

Purdue Global
  • President Honors Award
  • 3.7 GPA
  • Graduated cum laude

Bachelor of Science - Business Administration And Management

Kaplan University, Davenport, IA
  • Dean's List
  • Graduated summa cum laude

Skills

  • Cash Handling Accuracy
  • Regulatory Compliance
  • Transaction Review
  • Check Verification
  • Fraud Detection and Prevention
  • Opening and Closing Procedures
  • Goal-Oriented
  • Commercial Servicing
  • Attention to Detail
  • Financial Transactions
  • Customer Service
  • Trustworthy and Honest
  • Punctual and Reliable
  • Data Entry
  • Problem-Solving
  • Verbal and Written Communication
  • Relationship Building
  • Contract review and analysis
  • Product knowledge
  • Quotes and sales
  • Client needs analysis
  • Policy renewals

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Life Insurance Sales Representative - Primerica
09.2017 - Current
Family Daycare Provider - Self Employed
08.2017 - 07.2023
Head Bank Teller - JP Morgan Chase
02.2014 - 07.2017
Executive Assistant to the Managing Director - Faith, Hope & Charity Daycare Services
01.2007 - 02.2014
Purdue Global - MBA, Business Administration
Kaplan University - Bachelor of Science, Business Administration And Management
Sharan Carter