Daniel Rosales
Long Beach
Summary
Accomplished Client Relationship Consultant at U.S. Bank, adept in problem-solving and fostering client relationships, significantly enhancing account growth. Leveraged team leadership and meticulous attention to detail to exceed performance targets, achieving notable business growth. Expert in deploying digital tools for personalized service, demonstrating a unique blend of technical and interpersonal skills.
Overview
9
9
years of professional experience
Work History
CLIENT RELATIONSHIP CONSULTANT
U.S. Bank
08.2022 - Current
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Cultivate client relationships, driving account growth and retention. Analyze financial needs, propose tailored solutions, and exceed performance targets.
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
- Implement creative strategies to expand client portfolio. Leverage digital tools for efficient communication and personalized service delivery.
- Developed innovative strategies for clients, resulting in increased revenue and business growth.
Lead Sales Associate
Dunn-Edwards
09.2019 - 08.2022
- Coordinating delivery operations, processing customer orders, and managing data.
- Resolved customer issues promptly, ensuring satisfaction and loyalty.
- Processed and stocked merchandise in accordance with store standards by performing inventory control procedures to manage stock effectively, minimizing stock-outs and overstock situations.
- Contributed towards improving overall store ambience by maintaining a clean and organized work environment.
- Trained, coached, and mentored new sales associates for maximum performance o ensure consistent performance across the team.
- Assisted customers in making informed purchasing decisions by providing expert advice on product features and benefits.
- Developed a loyal client base through personalized attention, product knowledge, and exceptional service standards.
- Fostered strong team relationships, promoting seamless coordination between sales, delivery, and maintenance departments.
SALES ASSOCIATE
AutoZone
02.2016 - 12.2018
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Managed returns, exchanges and refunds in accordance with store policy.
- Assist with store operation, cashier, customer relations, inventory control, store quotas, and employee training.
- Interact closely with 10+ team members and owners to help create a team that displays hospitality while keeping in mind customer service, cleanliness and sales goals.
- Regulate the regular maintenance and cleanliness of store.
- Streamlined customer transactions, boosting efficiency and satisfaction. Played key role in inventory management, contributing to store's operational success.
Education
High School Diploma -
Juan Rodriguez Cabrillo
Long Beach, CA06-2014
Skills
- Problem-solving
- Attention to detail
- Team leadership & development
- Client relationships
Timeline
CLIENT RELATIONSHIP CONSULTANT
U.S. Bank
08.2022 - Current
Lead Sales Associate
Dunn-Edwards
09.2019 - 08.2022
SALES ASSOCIATE
AutoZone
02.2016 - 12.2018
High School Diploma -
Juan Rodriguez Cabrillo
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