Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Shawn Harmon

Batesville,MS

Summary

Dynamic Financial Relationship Senior Consultant with Regions Bank, skilled in client needs assessment and financial goal planning. Proven track record of exceeding sales targets while delivering exceptional customer service. Adept at advising on investments and fostering team leadership, driving significant growth in assets under management and client satisfaction.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Financial Relationship Senior Consultant Team Lead

Regions Bank
Batesville, MS
03.2015 - Current
  • Answers clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
  • Consult with clients to assess and meet short- and long-term financial goals.
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.
  • Met or exceeded sales goals for assigned market while meeting individual client needs.
  • Offer diversified set of solutions and full scope of investment products and services to meet clients' best interests.
  • Delivers high-quality customer service experience through understanding of sales process, policies and licensing requirements which contributed to retention and expansion of client relationships.
  • Increased assets under management by offering investment and insurance solutions to clients.
  • Promoted business to increase customer base and grow revenue.
  • Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.

88M Motor Transport Operator

US Army National Guard
Southaven, MS
11.2012 - 10.2019
  • Demonstrated safe driving by observing road rules, exercising caution in unfamiliar areas and maintaining vehicle control.
  • Loaded, balanced and secured product to safely transport goods.
  • Hooked and unhooked trailers from tractor and converter dollies.
  • Drove tractor-trailer combinations to transport and deliver products, livestock or other materials.
  • Utilized pallet jacks and forklifts to load and unload materials off trucks.
  • Read and interpreted maps to determine vehicle routes.
  • Conducted vehicle inspections before and after every trip and performed minor repairs to keep truck functional.
  • Logged driving hours and fuel usage data on time to keep reports current.
  • Conducted emergency roadside repairs, changed tires, replaced light bulbs and installed fuses and tire chains.
  • Provided leadership, guidance, and direction to subordinates.
  • Provided leadership, coaching and development for team members.

Financial Services Specialist II

Regions Bank
Batesville, MS
02.2014 - 03.2015
  • Conducted research into current industry trends related to service offerings.
  • Monitored customer satisfaction levels through surveys, calls, emails, tracking results against established benchmarks.
  • Participated in team meetings regarding service improvements or changes in policy or procedure.
  • Negotiated terms and conditions of loans with customers.
  • Responded promptly to customer inquiries about their closed loans.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.

Contact Center Representative / OJT Mentor

Regions Bank
Memphis, TN
06.2012 - 02.2014
  • Identified opportunities to cross-sell additional products and services to existing customers.
  • Provided product recommendations based on customer needs.
  • Researched customer inquiries and provided solutions in a timely manner.
  • Demonstrated excellent listening skills while interacting with customers via telephone or email.
  • Handled escalated customer service issues professionally and efficiently.
  • Answered incoming calls from customers, providing prompt and accurate information.
  • Conducted regular one-on-one meetings with each mentee to discuss challenges, successes and goals.
  • Advised on methods for effective conflict resolution techniques to ensure productive working environments.

Senior Customer Service Specialist

The Walt Disney Company
Memphis, TN
09.2011 - 06.2012
  • Handled cash and credit card payments and returned receipts, change and payment cards to customers.
  • Trained new team members on proper service methods and evaluated service delivery using quality assurance program.
  • Utilized active listening skills and asked open-ended questions to ascertain customer call needs.
  • Implemented company processes to effectively resolve customer service issues.
  • Volunteered to handle complaints and issues for manager during busy time periods.
  • Assisted customers with billing, troubleshooting and account issues.
  • Reviewed incoming orders for accuracy and notified supervisors of discrepancies or errors.
  • Handled escalated queries and complaints from customers and staff, sharing positive outcomes as training tools.
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Managed customer conflicts and challenging situations by staying calm and accessing internal knowledgebases to develop strategic solutions.

Education

Bachelor of Science - Business Administration And Management

Grand Canyon University
Phoenix, AZ
02.2017

Bachelor of Science - Surgical Technology

Northwest MS Community College
Senatobia, MS
05.2006

Skills

  • Critical Thinking
  • Analytical Thinking
  • Customer Complaint Resolution
  • Financial Goal Planning
  • Client Needs Assessment
  • Customer Referrals
  • Advising on Investments
  • Financial Plan Development
  • Verbal and Written Communication
  • Investment strategies
  • Team leadership

Accomplishments

  • Consistently maintained high customer satisfaction ratings.
  • Sucessfully coached associates to perform in not only achieving top pecentages in customer service in the organization by maintaining an overall green zone in KDS in assisting customers.
  • Was a part of a management team that achieved Chairman's Club, earning recognition from the entire organization as being in the top 10% of all branches.
  • Top Investment producer of my market in year of 2024.
  • Was awarded the 'Annuity Champions of Excellence Award' from Steve Lescher & Associates for 2024.
  • Consistently performs within the top percentages of production associates within the organization, while taking on coaching, managerial & branch operational duties simultaneously.

Certification

  • Licensed Financial Consultant/Annuity Investments - Series 6 [2015]
  • Life Insurance Producer (MS)
  • NMLS Licensed [2015]

Timeline

Financial Relationship Senior Consultant Team Lead

Regions Bank
03.2015 - Current

Financial Services Specialist II

Regions Bank
02.2014 - 03.2015

88M Motor Transport Operator

US Army National Guard
11.2012 - 10.2019

Contact Center Representative / OJT Mentor

Regions Bank
06.2012 - 02.2014

Senior Customer Service Specialist

The Walt Disney Company
09.2011 - 06.2012

Bachelor of Science - Business Administration And Management

Grand Canyon University

Bachelor of Science - Surgical Technology

Northwest MS Community College

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