Tomislav Kuraica
Mesa,AZ
Summary
Dedicated Team Leader with expertise in quality assurance initiatives, issue resolution and interpersonal communication. Proficient with project management, personnel training and production scheduling. Sets example for work ethic, punctuality and quality.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Services Representative
Merrill
12.2022 - Current
- My primary responsibility is to advocate for client financial goals, answer detailed questions, and educate clients on additional opportunities by referring them to specialists across Bank of America and Merrill Edge
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
Team Leader Assessed
Smooth Transition Moving Co, LLC
11.2021 - 12.2022
- Customer satisfaction and loyalty, to support retention and growth
- Mentored newly hired employees on machine operations and implemented training on safety procedures to prevent injuries
- Conducted inspections of equipment before, during, and after shifts to prevent project delays and resolve issues
Truck Driver & Shift Manager
John Volken Academy
03.2020 - 12.2022
- Delivered customer orders to homes and places of business within established time frames
- Established relationships with customers through the use of interpersonal, active listening, and inquiry response skills
- Logged driving hours and fuel usage data on time to keep reports current
- Handled payments through multiple payment methods
- Set up crew schedules as well as move dates
Team Leader Efficiency
Dicks Sporting Goods
03.2019 - 03.2021
- Delegated daily tasks to team members to optimize group productivity
- Fostered positive employee relationships through communication, training, and development coaching
- Mentored newly hired employees on machine operations and implemented training on safety procedures to prevent injuries
- Assigned projects and distributed tasks to team members as per area of expertise
Education
BBA - Business Management & Managerial Behavior
Benedictine University
Mesa, AZ05.2022
High School Diploma -
Skyline High School
Mesa, AZ05.2018
Skills
- Shipping & Receiving
- Project Management
- Production Management
- Warehouse Experience
- Inventory Control
- Production Planning
- Leadership
- Customer service
- Sales
- Financial Services
- Customer Relationship Management
- Cash Management
Certification
- Driver's License, Valid
- Securities Industry Essentials, 02/01/23, Present, License is valid while working at a financial institution.
Awards
Top performing financial service representative in 5 metrics across all sites.
Accomplishments
Achieved top performer across all Merrill sites for two months of the calendar year.
Exceeded referral goals and customer satisfaction survey metrics
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Financial Services Representative
Merrill
12.2022 - Current
Team Leader Assessed
Smooth Transition Moving Co, LLC
11.2021 - 12.2022
Truck Driver & Shift Manager
John Volken Academy
03.2020 - 12.2022
Team Leader Efficiency
Dicks Sporting Goods
03.2019 - 03.2021
High School Diploma -
Skyline High School
BBA - Business Management & Managerial Behavior
Benedictine University
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