Results-driven sales leader, brings progressive background in diverse environments. Natural leader with exceptional skills in customer relations, administration and scheduling. Manages competing priorities with organized and resourceful approaches.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Retail Personal Banker
PNC Bank
Rochester Hills, Michigan
08.2021 - Current
Presented financial plans to clients based on analysis of financial status and goals.
Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Developed highly empathetic client relationships and earned reputation for exceeding service standard goals maintaining customer service satisfactory rating of 98%.
Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue; personally responsible for over 200k of new revenue generated.
Gathered customer information and maintained in CRM database.
Devised cutting edge client solutions using latest financial data and web-based technologies.
Answered inquiries and provided information to sales representatives, distributed appropriate paperwork and fulfilled quote requests to deliver excellent customer support.
COVID-19 Contact Tracer
22nd Century Technologies
Remote, Michigan
11.2020 - 08.2021
Communicated with documented COVID-19 patients and other exposed persons via phone call, text, e-mail and other platforms.
Provided educational and informational resources regarding isolation policies and quarantine measures according to Local health department and CDC guidelines.
Conduct daily check-ins to assess signs/symptoms Facilitate referrals for testing and medical evaluation for clients who become symptomatic.
Appropriately document information acquired through phone calls in customer-relationship management (CRM) database.
Completes all confidentially-related, security-related, HIPAA, MDHHS and Security trainings and updates.
Identify barriers to necessary interventions and facilitate appropriate referrals, per local protocols.
Collaborate with key service providers to transfer client information and ensure expedited initiation of appropriate medical or social support services, per local protocols.
Bank Teller
PNC Bank
Southfield, MI
04.2019 - 11.2020
Enter sensitive confidential customer transactions and information into various data systems.
Ensure teller & branch daily protocols, operations and maintenance transactions are completed in an efficient and in an accurate manner, managed on average over 400 transactions per day.
Assessing and effectively managing all risks associated with business objectives and activities to ensure adherence to PNC's Enterprise Risk Management Framework.
Audited fellow teller currency to contribute to dual-control procedures.
Identified sales opportunities and referred customers to branch partners in financial services, contributing to an increase of sales by 30%.
Material handler
Frito Lay
Lansing, MI
06.2018 - 11.2018
Assembled and filled more than 20 shipments per day and prepared all shipping documentation
Led warehouse improvement initiatives to advance operational efficiencies and increase revenue.
Streamlined material delivery processes which increased efficiency and reduced downtime.
Conducted inventory audits with 97% accuracy following company procedures.
Proved successful working within tight deadlines and fast-paced atmosphere.
Assistant Manager
Springz
Lansing, MI
04.2015 - 06.2018
Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
Mentored newly hired employees on operating equipment and safety and developed training manual to use for reference purposes.
Repaired equipment to keep jobs moving smoothly, informing maintenance department of major equipment failures.
Onboarded new employees with training and new hire documentation.
Adjusted job assignments and schedules to keep pace with dynamic business needs, factoring in processes, employee knowledge and customer demands.
Raised performance in areas of sales, management and operations by identifying and targeting areas in need of improvement.
Delivered feedback to decision-makers regarding employee performance and training needs
Education
High School Diploma -
Holt Senior High School
Holt, MI
03.2015
Skills
Critical Thinking
Creative Solutions
Operational Cost Reductions
Discrepancy Resolution
Risk Mitigation Planning
Strategy Implementation
Employee Coaching and Motivation
General Management and Administration
Exquisite Written and Verbal Communication
Customer Service oriented mindset
Certification
Certified Covid-19 Contact Tracer, by Johns Hopkins University-November 2020
International Trade Specialist at PNC Bank, Pittsburgh National Corporation BankInternational Trade Specialist at PNC Bank, Pittsburgh National Corporation Bank