Highly experienced financial services representative with over five years of dedicated service, consistently delivering exceptional customer experiences and exceeding sales targets for new accounts and financial products. Proven ability to accurately handle high-volume cash transactions, resolve complex customer inquiries and build lasting client relationships. Adept at identifying customer needs and cross-selling appropriate banking solutions to drive branch growth and profitability.
• Admissions Process Optimization - Operating and using a CRM system to effectively organize lead and student data.
• Student Engagement & Retention - Enhancing a more personalized admissions strategy to ensure a high conversion rate from inquiries to enrollments and contributing to X% improvement in student retention and satisfaction.
• Marketing & Outreach Strategy - Collaborated with marketing teams to design compelling digital and in-person campaigns, boosting application conversions and strengthening VCAD's brand presence in key markets.
• Developed strong relationships with team members, customers and industry professionals leading to new business opportunities and partnerships.
• Contributed to the overall success and growth of the tech company. Took on additional responsibilities and roles within the company to gain a deeper understanding of different areas of the tech industry.
• Kept up-to-date with industry trends and emerging technologies to ensure the company stayed ahead of the competition.
• Achieved and exceeded sales targets and quotas on a consistent basis. Maintained high levels of customer satisfaction and loyalty through exceptional customer service and support.
• Continuously learned about the company's products/services and industry trends to stay knowledgeable and provide value to clients.
• Conducted product demonstrations and presentations to potential clients to showcase the features and benefits of the company's products/services.
• Delivered exceptional member service by processing daily transactions, resolving account inquiries and offering tailored financial solutions in a friendly, professional manner.
• Promoted credit union products and services such as loans, savings accounts and online banking to meet individual financial needs and support member growth.
• Maintained a high level of accuracy and compliance in cash handling, daily balancing and documentation, contributing to branch efficiency and audit readiness.