Talented and successful at multi-tasking, balancing customer needs and making new sales. Builds loyalty and long-term relationships with customers while consistently reaching sales targets.
Overview
11
11
years of professional experience
Work History
Account Manager, Inside Sales
Wyatt Investment Research
01.2017 - 07.2023
Prepared and submitted reports to keep management informed of sales activities and progress.
Determined needs, delivered solutions, and overcame objections through consultative selling skills.
Met or exceeded sales targets and quotas to contribute to overall sales goals and revenue of company.
Operations Manager, Customer Experience
TD Bank
03.2016 - 12.2016
Addressed customer inquiries, concerns, and complaints by providing solutions and alternatives and followed up to confirm resolution.
Supervised operations and teller responsibilities with company policies and procedures.
Balanced Cash Vault and teller cash drawers following daily and monthly procedures.
Managed daily, weekly and annual reports to stay in compliance.
Developed systems and procedures to improve operational quality and team efficiency.
Opened personal and Business loans and lines of credit
Maintained NMLS for mortgage lending
Operations Manager, Customer Experience
TD Bank
10.2015 - 03.2016
Addressed customer inquiries, concerns, and complaints by providing solutions and alternatives and followed up to confirm resolution.
Supervised operations and teller responsibilities with company policies and procedures.
Balanced Cash Vault and teller cash drawers following daily and monthly procedures.
Managed daily, weekly and annual reports to stay in compliance.
Developed systems and procedures to improve operational quality and team efficiency.
Opened personal and Business loans and lines of credit