Client-focused consultant with comprehensive experience in client relationship management, problem-solving, and strategic advisory. Skilled in identifying client needs, delivering tailored solutions, and fostering team collaboration to drive results. Highly adaptable, dependable, and effective in dynamic environments. Strong communicator with a positive and friendly disposition, committed to working diligently and driving success in every endeavor.
Overview
4
4
years of professional experience
Work History
Client Consultant 1
Flagstar Bank
29169 Euclid Ave, Wickliffe OH
07.2021 - Current
Worked closely with clients to ascertain their individual needs and desires then connected them with the proper products and services that would best assist them achieve their financial goals
Processed transactions and updated customer information accurately and efficiently, ensuring that all transactions were completed within a reasonable time and all customer information was correct
Managed escalated phone calls by applying conflict resolution skills and extensive knowledge of bank policies, products, and services.
Worked effectively with my team to reach sales goals and improve customer satisfaction
Developed strong relationships with clients, leading to increased repeat business and referrals & Increased client satisfaction by providing personalized consultation and tailored solutions for their specific needs.
Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
Participated In Junior achievement by volunteering to go to underprivileged and low-income schools to teach children about banking and numerous other finance-related topics.
Exceeded sales goals through effective prospecting strategies, reaching out to potential clients via phone calls, and Scheduling branch appointments.