Experienced Financial Services Representative and proven leader in building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
5
5
years of professional experience
Work History
FINANCIAL SERVICE REPRESENTATIVE
Easy financial services Inc
01.2022 - Current
Serve as the primary contact for visitors, assess needs, and direct them accordingly for a seamless experience.
Manage incoming/outgoing mail and facilitate smooth interdepartmental communication.
Handle phone and electronic inquiries, relay messages, and maintain filing systems.
Schedule appointments and meetings, ensuring an organized calendar for office and client-facing operations.
Assist clients with information gathering, product promotion, and addressing financial objectives.
Complete and review applications, assess creditworthiness, and provide informed recommendations.
Submit, approve, or reject loan applications within authorized limits, offering alternative solutions as needed.
Review and update client loan files for accuracy and compliance.
Manage office inventory and supplies, ensuring a well-organized workspace.
TECHNICAL SUPPORT ADVISOR
Concentrix
07.2021 - 12.2021
Greet customers in a courteous, friendly, and professional manner using agreed upon procedures
Listen attentively to customer needs and concerns; demonstrate empathy while maximizing opportunity to build rapport with the customer
Clarify customer requirements; probe for understanding
Prepare complete and accurate work including appropriately notating accounts as required
Participate in activities designed to improve customer satisfaction and business performance
Troubleshoot basic and routine customer issues that are technical in nature; including hardware, software, networking, or other designated client products.
CASHIER
Shell
09.2019 - 09.2020
Reconciled cash drawer at the start and end of each shift, accounting for errors and resolving discrepancies
Helped customers complete purchases locate items and join reward programs to promote loyalty, satisfaction, and sales numbers
Worked closely with Store Manager to solve problems and handle customer concerns
Promoted customer loyalty and consistent sales by delivering friendly service and knowledgeable assistance.