Years in the Financial field.
Stacey Little
Inverness,FL
Summary
Motivated professional looking to further a career in finance and administration. Successful at improving customer care, impacting business growth and enhancing profits. Exceptional at developing personal and professional relationships and able to excel in high pressure, fast paced environments.
Overview
6
6
Work History
Health and Wealth Management
ASB Financial
08.2019 - 01.2022
- Resolved problems, improved operations and provided exceptional service.
- Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.
- Delivered engaging and polished presentations to build connections with potential customers and distinguish business from competitors.
- Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
- Reviewed and mitigated discrepancies to increase sales, reduce costs and streamline processes.
Financial Relationship Consultant
Regions Bank
04.2017 - 08.2019
- Ensure superior customer experience by addressing customer concerns, demonstrating empathy and helping to resolve problems.
- Currently Licensed to help customers with retirement solutions and life insurance policies.
- Personally handle all borrowing needs from start to finish to make the experience as seamless as possible to the borrower.
- Able to jump into any role necessary to make sure team members are able to work cohesively to improve overall experience for all employees and customers.
- Consistently shown to boost sales and exceed sales targets by looking out for financial needs opportunities and conveying to other associates how to recognize those same leads.
- Received three promotions in two years based on performance and quality work ethic.
- Highlight the Banks's values and educate clients on their financial picture while recommending best personalized financial solutions.
- Facilitate negotiation agreements between employees to clarify misunderstood directions and resolve conflicts affecting performance.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Education
BBA - Business Management
Georgia State University- J. Mack Robinson College of Business
Atlanta2011
Skills
- Licensed Banker and NMLS Certified
- Wealth Distribution and Tax Implications
- Financial Analysis
- Proficient in Cash Management
- Strong problem-solving capabilities
- Ambitious goal achiever
- Energetic and Proactive
- Leadership and Training Experience
Timeline
Health and Wealth Management
ASB Financial
08.2019 - 01.2022
Financial Relationship Consultant
Regions Bank
04.2017 - 08.2019
BBA - Business Management
Georgia State University- J. Mack Robinson College of Business
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