Shellie Buford
Portsmouth,VA
Summary
Insightful Manager with experience directing and improving operations through effective employee motivational strategies and strong policy enforcement. Proficient in best practices, market trends and regulatory requirements of industry operations. Talented leader with analytical approach to business planning and day-to-day problem-solving. Diligent trainer and mentor with exceptional management abilities and results-driven approach.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Branch Relationship Banker
Truist Financial
07.2021 - Current
- Provides client service level assistance through bank policies and procedures creating new credit accounts, loans, business banking, investments and securities. Assisted customers with completing required forms for opening and closing bank accounts. Prospecting potential clients or inactive accounts through solicitation, analyzed, personalized account guidance.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Continually boosted branch production and revenue by 30% by consistently meeting all monthly and quarterly sales goals.
Regional Sales Director
Universal Services of America
09.2017 - 07.2021
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
Medicare Insurance Agent
Optima Health
09.2016 - 01.2021
- Assisting medicare and medicaid clients and prospective clients with selecting health options during open enrollment and medicare advantage open enrollment
- Scheduled appointments with applicants to gather information and explain benefits processes.
- Proved successful working within tight deadlines and a fast-paced environment.
- Reviewed applications for different aid programs and determined which qualification criteria for individuals.
- Skilled at working independently and collaboratively in a team environment.
Retail Sales Supervisor
Cox Communications
06.2014 - 01.2017
- Trained new associates on cash register operations, conducting customer transactions, and balancing drawer.
- Increased store's profitability by re-merchandising inventory with attractive, eye-catching window and floor displays.
- Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products.
- Oversaw employee performance, corrected problems, and increased efficiency to maintain productivity targets.
Credt Card Services Team Lead
Bank Of America, Customer Service Contact Centers
02.2009 - 06.2014
- Conducted training and mentored team members to promote productivity and commitment to friendly service.
- Created customer support strategies to increase customer retention.
- Monitored metrics and developed actionable insights to improve efficiency and performance.
- Managed department call volume of over 300 calls per day and coordinated department schedules to maximize coverage during peak hours.
- Facilitated outreach activities to build community awareness.
Education
Bachelor of Science - Financial Planning
NewHamphire University
Souther New Hampshire University Online 01.2024
Associate of Arts - Fashion Design
Bauder College
Atlanta, GA12.2001
Skills
- Financial Due Diligence
- Distribution Balancing
- Security Evaluation
- Collection Calls
- Project Management
- Banking Operations Knowledge
- Employee Motivation
- Persuasive Communication Style
- Productivity Standards
- Microsoft Office
- Financial Services
- Strategic Financial Planning
Certification
- Licensed Personal Lines, Life Insurance - 2016
- Licensed Medicare - 2016
- Licensed Life, Health and Annuities - 2017
- Licensed Covid Contact Tracer - 2020
- Certified MixxedFit,Dance facilitator MixxedFit - 2017
- Certified Personal Trainer, ISSA - 2023
Timeline
Branch Relationship Banker
Truist Financial
07.2021 - Current
Regional Sales Director
Universal Services of America
09.2017 - 07.2021
Medicare Insurance Agent
Optima Health
09.2016 - 01.2021
Retail Sales Supervisor
Cox Communications
06.2014 - 01.2017
Credt Card Services Team Lead
Bank Of America, Customer Service Contact Centers
02.2009 - 06.2014
Bachelor of Science - Financial Planning
NewHamphire University
Associate of Arts - Fashion Design
Bauder College
- Licensed Personal Lines, Life Insurance - 2016
- Licensed Medicare - 2016
- Licensed Life, Health and Annuities - 2017
- Licensed Covid Contact Tracer - 2020
- Certified MixxedFit,Dance facilitator MixxedFit - 2017
- Certified Personal Trainer, ISSA - 2023
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