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Skills

  • CRM Process Implementation
  • Budgets
  • Banking and Financial Products Expertise
  • CRM software proficiency (Tableau)
  • Customer onboarding
  • New business development
  • Team building
  • Business operations
  • Consultative selling
  • Regulatory compliance

Work Experiences

  • Assisted in the launch of a new financial product line in 2016, increasing branch adoption rates by 34% in the first quarter.
  • Built and used effective working relationships across departmental, functional, and geographic reporting lines to share knowledge and achieve common goals.
  • Achieved $6 in loan originations.
  • Boosted client referrals by 26%.
  • Collaborated with branch management.
  • Collaborated with the digital banking team, which increased usage of online transactions by 50% within 18 months.
  • Achieved a retention rate of 16% in 2023.
  • Analyzed customer needs.
  • Adapted competitive analysis strategies.
  • Achieved sales growth across Q2 and Q3 in 2015.

Summaries

  • Adapted sales strategies to changing customer needs in 2015.
  • Achieved 17% participation and success.
  • Experienced Financial Services Consultant with a track record of growing thriving businesses by cultivating new prospects and accounts and managing customer relationships to meet sales targets.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Sophisticated Branch Sales Service Representative creates unique experiences for customers in order to improve their financial well-being and build loyalty while increasing their share of wallet.
  • Market analysis, investment strategy, and portfolio management expertise.
  • Branch Sales and Service Representative with over 18 years of Miscellaneous experience and a strong commitment to customer satisfaction.
  • Achieved 41% improvement in corporate banking sales.
  • Committed to achieving sales targets.
  • Branch Sales Representative is a successful Branch Sales Representative who is dedicated to assisting small businesses in achieving financial success.

Accomplishments

  • Worked closely with external partners to enhance bundled product offerings, driving a 43% upsell success rate.
  • Utilized CRM tools to track and enhance customer interactions, resulting in a 67% increase in follow-up efficiency.
  • Developed and presented customized financial product packages, increasing branch revenue by 41% within 18 months.
  • Contributed to strategic planning meetings, leading the integration of data analytics tools that led to more accurate sales forecasting.
  • Assisted with the restructuring of the branch’s internal sales processes, reducing processing time by 31% and increasing bookable hours.
  • Partnered directly with regional sales managers to create bundled solutions for corporate clients, increasing total product sales by 39%.
  • Led the successful implementation of a referral loyalty program, resulting in 4 new inbound client referrals over several months.
  • Analyzed and resolved complex client banking issues, improving client satisfaction and retention by 80%.
  • Documented and resolved system which led to process.
  • Conducted competitive market analysis to identify trends, enabling the branch to better position its offerings and increase market share by 30%.

Affiliations

  • American Association of Inside Sales Professionals (AA-ISP)
  • National Association of Personal Financial Advisors (NAPFA)
  • American Medical Informatics Association
  • Salesforce Trailblazer Community
  • American Society of Safety Professionals
  • Chamber of Commerce Columbus
  • Rotary International
  • Institute of Sales Management (ISM)
  • National Association of Sales Professionals (NASP)
  • International Association of Administrative Professionals

Certifications

  • Google Certified Professional Cloud Architect
  • Certificate in Strategic Selling with SPIN - 2024
  • Revenue Management Certification for Financial Services Sales - 2022
  • Project Management Professional (PMP)
  • Advanced Lead Conversion Optimization Specialist - Beacon Labs, 2024
  • Branch Operations Certification in Retail Banking Sales - 2024
  • Salesforce Certified Administrator (CRM) - 2021
  • Financial Sales Management Certification - Vantage, 2015
  • Fundamentals of Data-Driven Forecasting for Sales - Northwind, 2016
  • Client Engagement and Retention Management Certification - Northwind

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