WENDY SOTO-PATRON
San Antonio,TX
Summary
Dynamic Member Consult leader with a proven track record at Security Service Federal Credit Union, enhancing member satisfaction through strategic relationship building and tailored financial solutions. Expert in sales strategy implementation and team training, consistently exceeding targets and fostering loyalty. Adept at problem-solving and delivering exceptional service, driving significant revenue growth.
Overview
14
14
years of professional experience
Work History
LEAD MEMBER CONSULTANT
Security Service Federal Credit Union
05.2021 - Current
- Increased revenue opportunities by promoting additional services to existing members.
- Educated members on benefits of various membership opportunities, enhancing informed decision-making.
- Conducted comprehensive needs assessments to recommend suitable financial products and services.
- Promoted member-focused events, boosting overall community engagement levels.
- Developed strong member relationships, fostering loyalty and trust.
- Enhanced member experience by addressing concerns, needs and providing tailored solutions.
- Collaborated with team members to achieve shared goals and improve overall performance.
- Analyzed member feedback data to identify opportunities for improvement within the organization''s operations or offerings.
- Trained new team members in company procedures and policies, facilitating smooth integration into the institution environment and culture.
- Boosted customer retention rates through proactive communication and follow up.
- Facilitated the onboarding process for new members, providing a seamless transition into their memberships and benefits.
- Built relationships with members and community to promote long term business growth.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Served customers with knowledgeable, friendly support at every stage of the sales process.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded member base.
- Presented professional image consistent with company's brand and core values.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
Sales Manager
Macy’s
01.2012 - 08.2025
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
- Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
- Managed key customers with strategic planning and relationship building, resulting in increased customer loyalty and repeat business.
- Consistently met or exceeded quarterly sales targets through diligent effort and persistence in closing deals.
- Overcame objections from potential clients by addressing concerns effectively and offering customized solutions based on their unique needs.
- Provided ongoing training and mentorship for junior sales staff, fostering professional development and career growth.
- Assisted in recruiting top talent for the sales team, contributing to a high-performing work environment.
- Collaborated with marketing teams to create targeted promotional campaigns, driving customer engagement and sales growth.
- Expanded market share by identifying and penetrating untapped markets.
- Boosted customer retention rates, implementing robust follow-up system and personalizing client interactions.
- Enhanced team performance with comprehensive training sessions, focusing on product knowledge and sales techniques.
- Fostered culture of continuous improvement.
- Enhanced sales team morale and cohesion, organizing team-building activities and maintaining open door communication.
- Collaborated with upper management to implement continuous improvements strategies.
- Organized promotional events and interacted with community to increase sales volume.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Engaged in product training, demonstrations, consumer awareness and branding.
- Coached and promoted high-achieving sales employees to fill leadership positions with qualified staff and boost company growth.
Education
BBA - Business Development
Instituto Tecnológico De Los Mochis
Los Mochis, Sinaloa, MexicoGeneral Studies
Pima Community College
Tucson, AZSkills
- Financial literacy
- Member service oriented
- Sales strategy implementation
- Sales techniques and membership retention
- Teamwork collaboration and development
- Problem-solving abilities
- Organizational skills and task prioritization
- Team leadership
- Active listening
- Adaptability and flexibility
- Relationship building and conflict resolution
- Professional demeanor
Languages
Spanish
Native or Bilingual
English
Full Professional
Timeline
LEAD MEMBER CONSULTANT
Security Service Federal Credit Union
05.2021 - Current
Sales Manager
Macy’s
01.2012 - 08.2025
BBA - Business Development
Instituto Tecnológico De Los Mochis
General Studies
Pima Community College