Susan Scott

• Consistently ranked among Meridian Credit Union’s top three Financial Advisors for sales performance, driven by exceptional results in mutual fund and investment solutions.
• Built trusted client relationships and used a consultative sales approach to identify needs, uncover investment opportunities, and recommend appropriate mutual fund and investment solutions.
• Cultivated strong relationships with clients through regular communication and personalized service.
• Acted as a trusted mentor and resource to colleagues, providing ongoing support, sharing knowledge, and fostering strong working relationships.
• Maintained regular customer touchpoints and completed ongoing Know Your Client (KYC) updates, reviewing changing goals, timelines, and financial needs to identify suitable solutions, additional opportunities, or referrals to internal and external specialists.
• Mentored junior advisors, enhancing team knowledge and improving client service delivery.

• Advised clients on investment strategies, risk management, and asset allocation.
• Mentored junior advisors on best practices in client relationship management and compliance standards.
• Evaluated market trends to refine investment portfolios for optimal returns.
• Led workshops for clients on financial literacy and investment education initiatives.
• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Ensured compliance with industry regulations and company policies while serving clients'' best interests.

• Supervised daily sales operations, ensuring adherence to company policies and procedures.
• Trained new associates on product knowledge and customer service standards.
• Implemented visual merchandising strategies to enhance store presentation and drive sales.
• Analyzed sales data to identify trends and optimize inventory management processes.
• Collaborated with management to create promotional campaigns, increasing customer engagement.
• Conducted performance evaluations, providing constructive feedback to improve team effectiveness.
• Resolved customer inquiries and complaints, enhancing overall satisfaction and loyalty.
• Enhanced customer satisfaction through attentive service, product knowledge, and prompt issue resolution.
• Spearheaded special events within the store such as promotional launches or holiday festivities that engaged both employees and clientele alike.
• Educated staff on strategies for handling difficult customers and challenging situations.

Add financial services licensing, investment courses, mutual funds certification, insurance licensing, or other relevant training.