Sheena Isaac
Durand,Michigan
Summary
Motivated Financial Service Representative enthusiastic about cultivating strong customer and community relationships. Sales expert familiar with bank regulations and best practices.
Overview
10
10
years of professional experience
Work History
Personal Banker II
Fifth Third Bank
Owosso, MI
08.2022 - Current
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Met with customers to analyze financial needs and maximize sales opportunities.
Relationship Banker
Chase Bank
Flint, MI
08.2021 - 06.2022
- Studied to get financial licenses.
- Completed the Series 63 and SIE exams.
Server
Sam's Italian Restaurant
Swartz Creek, MI
06.2021 - 05.2022
- Operated POS terminals to input orders, split bills and calculate totals.
- Communicated with hosts, bussers and kitchen staff to prepare for and serve customers.
- Displayed enthusiasm and knowledge about restaurant's menu and products.
- Trained new employees on restaurant procedures and plating techniques.
- Provided exceptional service to high volume of daily customers.
- Promoted desserts, appetizers and specialty drinks to optimize sales.
- Developed rapport with guests and assisted in generating repeat business by providing exceptional customer service.
Financial Services Representative
Financial Plus Credit Union of MI
Flint, MI
07.2014 - 08.2020
- Audited customer account information to identify issues and develop solutions.
- Consulted with customers regarding needs and addressed concerns.
- Offered exceptional customer service to differentiate and promote company brand.
- Maintained strong knowledgebase of product options and sales promotions to better serve every customer.
- Managed customer conflicts and challenging situations by staying calm and accessing internal knowledgebases to develop strategic solutions.
- Exceeded team goals and collaborated with staff to implement customer service initiatives.
- Worked under strict deadlines and responded to service requests and emergency call-outs.
- Capitalized on opportunities to enhance customer experiences and bring in repeat business.
Education
Associate of Science - Medical Assisting
Baker College
Owosso, MI06.2009
Skills
- Account Verification and Reconciliation
- Customer Care Experience
- Customer Service-Oriented
- Friendly, Positive Attitude
Timeline
Personal Banker II
Fifth Third Bank
08.2022 - Current
Relationship Banker
Chase Bank
08.2021 - 06.2022
Server
Sam's Italian Restaurant
06.2021 - 05.2022
Financial Services Representative
Financial Plus Credit Union of MI
07.2014 - 08.2020
Associate of Science - Medical Assisting
Baker College
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