Summary
Overview
Work History
Education
Skills
References
Languages
Timeline
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Erika Burdick

Langley,B.C.

Summary

Results-oriented financial services manager engages with customers to help establish rapport. Proven track record of building customer relationships and successfully closing sales. Committed to delivering exceptional customer service and exceeding sales goals.

Overview

8
8
years of professional experience

Work History

Financial Services Manager

Preston Chevrolet
02.2022 - Current
  • Built strong relationships with clients, leading to repeat business and referrals.
  • Educated customers on product features, benefits, pricing options, warranties, promotions, financing structures available during purchase decision-making process.
  • Identified potential areas for improvement within the sales process through data analysis and feedback from clients.
  • Delivered exceptional service, consistently meeting or exceeding performance metrics.
  • Exceeded monthly quotas consistently by effectively managing time and prioritizing tasks aligned with organizational objectives.

Financial Services Manager

Marv Jones Honda
06.2021 - 02.2022
  • Checked submitted financial documentation for accuracy and integrity against internal and regulatory standards.
  • Managed a high volume of inbound calls while maintaining a professional demeanor under pressure.
  • Increased sales revenue by consistently meeting and exceeding monthly sales targets.
  • Helped sales team complete sales and finalize process.

Membership Services Supervisor

Fitness Unlimited
10.2016 - 02.2022
  • Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
  • Increased gym membership retention by fostering a positive and motivating workout environment.
  • Provided gym tours to new members and assessed individual needs.
  • Provided exceptional customer service to gym members, addressing questions or concerns promptly and professionally.

Education

Kwantlen Polytechnic University
Surrey, BC
01.2021

High School Diploma -

Brookswood Secondary School
Langley, BC
06.2017

Skills

  • Customer Service
  • Credit analysis
  • Teamwork and Collaboration
  • Monthly Reporting
  • Relationship Management
  • Negotiation
  • Financial Advising
  • Forecasting
  • Outbound sales calling
  • Training and mentoring
  • Goal-Oriented

References

AVAILABLE UPON REQUEST

Languages

English
Native or Bilingual
French
Native or Bilingual

Timeline

Financial Services Manager

Preston Chevrolet
02.2022 - Current

Financial Services Manager

Marv Jones Honda
06.2021 - 02.2022

Membership Services Supervisor

Fitness Unlimited
10.2016 - 02.2022

Kwantlen Polytechnic University

High School Diploma -

Brookswood Secondary School

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Erika Burdick