Customer Service Sales

Bank ( Finance

[pic] Profile [pic]

Management Accounting ( Financial Reporting ( Client Relationship

Management

Detail-oriented, efficient and organized individual who possess strong

analytical and problem solving skills, ability to make well thought out

decisions. Excellent communication and presentation skills. Highly

trustworthy, discreet and ethical. Resourceful in the completion of

projects, effective at multi-tasking.

Core Competencies

Problem Solving

Assessed existing financial procedures, identified and implemented

improvements to strengthen the financial health of the business

Management by Mentoring

Active motivator, supervisor and trainer, committed to the growth of

individuals and the success of the company

Fiscal Communications

Experienced in presenting financial information to senior management and

documenting financial policies and procedures

Administrative

Skilled in clerical procedures and systems such as managing files and

records and other office procedures

[pic] Employment [pic]

Sales & Service Specialist 2002-Present

Bank of America Southfield & Farmington Hills, MI

< Strong focus in meeting sales goals while servicing customer's accounts

< Help customers truly understand their financial situation

< Refer clients that have needs in investing, small business and home

loans

< Put customers in the right accounts using conversational sales

techniques.

< Assign duties and work schedules to workers to ensure efficient

functioning of department

< Train employees in customer service and banking procedures; approves

checks for payment

< Supervise and coordinate activities of workers engaged in

receiving/paying money and keeping records of transactions

< Consolidate and balance daily transactions; ensure supply of money based

on legal requirements and business demand

[pic] Education [pic]

Communication Degree in Marketing ( Oakland University in Rochester Hills,

Michigan: 2000-2005

Contact this candidate