Greta Robles
Barrie,ON
Summary
Polite and professional outbound and inbound call center representative successful in applying strong communication and problem resolution skills to each customer issue. Solid history of surpassing productivity and quality targets in high-volume settings. Skillful in building long-lasting, loyal customer relationships.
Motivated Marketing Director (as my sideline) , passionate about providing sound financial advice and helping clients reach financial goals and building a strong financial foundation through education and workshops. Hardworking and passionate job seeker with organizational skills eager to secure entry-level Supervisor and Managerial position. Ready to help team achieve company goals as team work makes the dream work.
Enthusiastic, dependable, hardworking, Sales Clerk bringing more than 5 years of retail experience. Knowledgeable in merchandising and customer service. Versatile team member offering years of experience handling tasks smoothly and efficiently. Adapts well to changing processes, programs and team requirements. Eager to contribute to growing company. Driven to provide superior quality customer service. Highly adept at training, managing, coaching and mentoring sales and customer service associates with talent for interacting with staff at all levels of organization and public. Willingness to take on added responsibilities to meet team goals. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
30
30
years of professional experience
Work History
Financial Advisor
WFG-World Financial Group
04.2016 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on family goals and objectives.
- Assisted clients with preparing financial plans, conducting investment research to assess and meet financial goals.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Site Manager
Canadian Office Management Inc.
07.2022 - 12.2022
- Oversaw all daily office operations and equipment maintenance.
- Created weekly and monthly reports.
- Kept sites compliant with OSHA, state, and local regulations to prevent unnecessary risks.
- Maintained records and logs of work performed and materials and equipment used.
- Inspected cleanliness of common areas and offices.
- Assumed responsibility for personnel deployed to work site.
- Resolved issues between employees and customers using company policies.
- Complied with safe operating practices and assessed operational procedures against best practices.
- Coordinated site investigations, documented issues, and escalated to executive teams.
- Coordinated with local building inspectors to verify compliance with all building codes and regulations.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Established team priorities, maintained schedules and monitored performance.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
House Manager
Canadian Employment Inc
09.2019 - 06.2022
- As House Manager/ Personal Assistant, worked directly to the family, helped organize daily activities, meetings or events. Booked vacation flights and hotels. Welcomes guests, oversees day to day household projects. Ran errands and drove family and take kids to school, extra curricular activities and shopping.
- Coordinates with contractors to perform necessary repairs in the house.
- Recruits and trains new employees to meet job requirements.
- Inspected stock to identify shortages, replenish supply and maintain consistent inventory.
- Developed and maintained positive relationships with guests, and other external partners to establish rapport.
Financial Consultant
GatesStone & Co,
04.2018 - 03.2020
- Helped and assisted customers to manage their debts to avoid charges and delinquencies, and maintain good credit ratings.
- Collaborated with Clients and Provided possible solutions and programs to manage their debts.
- Explained advantages and disadvantages of available solutions and programs to customers to maximize satisfaction.
Sales Clerk
Liberty Commercial Center
03.1994 - 02.2002
- Assisted customers by finding items quickly to boost store satisfaction rates.
- Kept front check out area clean and organized for efficient service.
- Enhanced customer service experience by acting quickly and applying appropriate resolutions for common problems.
- Processed payments and returns with accuracy and efficiency.
- Placed new merchandise on shelves and racks in appealing, organized arrangements to drive sales.
- Inspected floor displays, noted missing items, and immediately replenished merchandise.
- Helped customers complete purchases by moving heavy items, collecting payments, and bagging purchases.
- Maintained customer satisfaction with quick and professional handling of product returns.
- Presented, rotated and date-checked products to maintain company freshness standards.
- Assisted over fifty customers daily with buying experience to increase customer satisfaction ratings 100%.
- Used several databases to order inventory from major suppliers.
- Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Used customer insights to develop innovative sales strategies to increase sales.
- Developed and implemented sales strategies to increase profits.
- Managed customer accounts to secure customer satisfaction and repeat business.
- Generated weekly and monthly reports on sales performance to provide recommendations to meet sales goals.
- Developed and implemented marketing plans to increase brand awareness and drive sales.
- Generated new leads through networking and attending industry events.
- Created professional sales presentations and seminars to effectively demonstrate product features and competitive advantages.
- Stocked merchandise, clearly labeling items, and arranging according to size or color.
- Answered customer questions about products and services, helped locate merchandise, and promoted key items.
- Engaged in friendly conversation with customer to better uncover individual needs.
- Listened to customer needs and desires to identify and recommend optimal products.
- Opened, shelved and merchandised new products in visually appealing and organized displays for optimal sales promotions.
- Delivered energetic responses to customers in-store and by telephone, going above and beyond to serve needs.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
- Maintained up-to-date knowledge of store sales, payment policies and security standards.
- Developed strong rapport with customers and created positive impression of business.
- Conducted product demonstrations to highlight features and redirect objections to positive aspects.
Education
Associate of Science - Business Administration
Academy of Learning College
Old Toronto, ON12.2021
Associate of Science - Business Administration
Bicol University
Philippines 03.1998
Skills
- Upbeat and Positive Personality
- Upselling Products and Services
- Customer Data Confidentiality
- Insurance Decisions
- Financial Services, Debt Management
- Relationship Building and Management
- Regulatory compliance
- Ethical standards
- Team leadership
- Team Player, Coachable, Flexible
- Financial Goal Planning, Financial Analyses
- Building Customer Trust and Loyalty
- Calm and Professional Under Pressure
- Courteous with Strong Service Mindset while responding to difficult customers
- Establishing and Maintaining Customer Relationships
Timeline
Site Manager
Canadian Office Management Inc.
07.2022 - 12.2022
House Manager
Canadian Employment Inc
09.2019 - 06.2022
Financial Consultant
GatesStone & Co,
04.2018 - 03.2020
Financial Advisor
WFG-World Financial Group
04.2016 - Current
Sales Clerk
Liberty Commercial Center
03.1994 - 02.2002
Associate of Science - Business Administration
Academy of Learning College
Associate of Science - Business Administration
Bicol University
Languages
English
Full Professional
Tagalog
Native or Bilingual
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