Valentino Winters
West Valley City
Summary
Hardworking relationship manager that values integrity. Proficient at devising personalized solutions to meet all types of customer demands. Positive and upbeat team player and clear communicator with demonstrated success several years of experience.
Overview
11
11
years of professional experience
1
1
year of post-secondary education
Work History
Participant Relationship Manager
Morgan Stanley
Sandy
05.2022 - Current
- Trained in Stock Plan Shareworks and EEO
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Resolved escalated customer issues efficiently and effectively within established timelines.
- Evaluated customer feedback to identify areas of improvement in products or services offered.
- Identified customer needs, developed customized solutions, and provided knowledgeable information about Stock Plan
Sales Manager
Prime Corporate Services
Sandy
09.2020 - 10.2021
- Performed sales consultations and educated clients on products and services.
- Maintained relationships with key clients to ensure satisfied customer experience.
- Fostered a positive team environment that encouraged collaboration and motivation.
- Developed sales plans, goals, strategies and objectives to achieve team goals and revenue objectives.
Sales associate
ClearLink
West Valley City
11.2018 - 09.2020
- Assisted customers with product selection and provided excellent service.
- Maintained knowledge of current promotions and product offerings.
- Processed transactions accurately using point-of-sale systems.
Collections
Discover Personal Loans
West Valley City
10.2014 - 03.2018
- Participated in training sessions related to collections policies and practices.
- Implemented quality assurance measures designed to reduce errors in sample collections.
- Developed strategies for resolving difficult collections issues with innovative solutions.
- Oversaw daily collections and accounts receivable activities, developing robust strategies to maximize collections and reduce aged accounts.
Education
Life And Health - Insurance
Symmetry
09.2017 - 12.2018
Skills
- Ability to maintain customer relationships
- Ability to learn fast
- Skilled in Equity Edge Online
- 5 years experience with Salesforce
- Overcoming objections
- Client engagement
- Relationship building
- De-escalation techniques
- Attention to detail
Timeline
Participant Relationship Manager
Morgan Stanley
05.2022 - Current
Sales Manager
Prime Corporate Services
09.2020 - 10.2021
Sales associate
ClearLink
11.2018 - 09.2020
Life And Health - Insurance
Symmetry
09.2017 - 12.2018
Collections
Discover Personal Loans
10.2014 - 03.2018