Cedric Mizero

• Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.
• Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
• Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.

• Set and exceeded inside sales goals by establishing ambitious targets and motivating sales representatives.
• Updated accounts and maintained long-term relationships with clients.
• Cultivated productive relationships and maintained quality communications with account contacts to maximize client retention.
• Prepared pricing strategies for current customers to enhance sales and increase profitability.
• Trained employees on new technology and sales methods to build highly-knowledgeable and successful team.

• Receive and respond to inbound calls from customers with a variety of support needs.

• Complete outbound calls to customers regarding vehicle maintenance recommendations,

• Monitored and optimized inventory, and reordered materials as required.
• Conferred with managers, sales teams, and engineering personnel to revise plans and achieve demanding targets.
• Managed filing system, entered data and completed other clerical tasks.

• Monitored logistics performance and identified improvement opportunities.
• Directed operations of a transportation truck fleet, optimizing logistics and client service.
• Wrote and negotiated contracts, securing new business and expanding client base.
• Conducted client meetings, cultivating relationships and identifying new opportunities.

• Delivered personalized banking solutions, achieving high customer satisfaction and loyalty.

• Processed financial transactions with compliance to banking regulations and standards.

• Recommended operational improvements, contributing to excellence in customer service.

• Provided insightful financial advice, facilitating informed customer decision-making.

• Managed store operations, ensuring customer experience excellence.

• Consistently surpassed sales targets through effective customer engagement.

• Built and sustained strong customer relationships, encouraging repeat business.

• Oversaw customer satisfaction, implementing feedback for service improvement.