Trayton O’Donnell
New York,New York
Summary
Motivated and results-oriented professional with a strong background in banking. Seeking a challenging position to contribute to the growth and success of the organization. Uses independent decision-making skills and sound judgment to positively impact company success. Experienced in building trust with clients and providing guidance and financial advice. Committed to continuously expanding knowledge and skill set to excel in this role.
Overview
8
8
years of professional experience
Work History
Senior Member Solutions
Municipal Credit Union
01.2020 - 06.2024
- Worked Provides asset knowledge protection to clients to assist in asset protection
- Exceeds corporate quotas for monthly policy sales
- Leverage knowledge of company products and services to advise clients on appropriate choices
- Recommends type of product based on analysis of client circumstances using persuasive sales techniques for financial growth
- Preforms daily operational huddles too educate and serve as a resource in operational account management
- Worked with over 52+ members daily in a fast paced environment to maximize all clients needs
Concierge
Equinox
01.2020 - 01.2021
- Forecasted foot traffic and managed over 30 incoming calls daily from members while recommending improvements based on analyses
- Increased operational functions and assisted in trainings, including retail sales
- Met monthly quote deadlines by proactively managing time and streamlining processes
- Worked closely with management to coordinate daily club operation and club events
- Guided club tours while delivering knowledge of club amenities and pricing
Assistant Property Manager
Melissa O’Donnell
01.2018 - 01.2021
- Preformed clerical duties including the collecting of rental payments monthly
- Implemented online advertising initiatives as well as managing 10+ daily incoming calls for prospective property showings
- Worked closely with contractors for the maintaining of all properties and weekly sanitation scheduling
Member Solutions Representative
F.D. Federal C.U.
01.2016 - 01.2019
- Promoted financial products maintain excellent customer service offering knowledge
- Identified and investigated variances too optimize financial plans and forecasts
- Worked closely with management and board meeting too strategize sales techniques and customer service
- Identified opportunities too cross- sell bank services and products, closing and contracting deals with accuracy and effective management
- Conducted over 17 out going daily calls to educate members on account benefits offered to them.
Education
Some College (No Degree) - Business Management
Borough of Manhattan Community College
New York, NYSkills
- Exceptional communication
- Strategic thinking
- Ethical and Methodical
- Risk Management
- Operational Efficiency
- Client onboarding
- Client relationship building
- Financial acumen
- Cross-functional coordination
Timeline
Senior Member Solutions
Municipal Credit Union
01.2020 - 06.2024
Concierge
Equinox
01.2020 - 01.2021
Assistant Property Manager
Melissa O’Donnell
01.2018 - 01.2021
Member Solutions Representative
F.D. Federal C.U.
01.2016 - 01.2019
Some College (No Degree) - Business Management
Borough of Manhattan Community College
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