Sales Customer Service
Resume:
*JENNIFER S. DUARTE
Central Falls, RI 02863
********.*******@*****.***
OBJECTIVE___________________________________________________________________
__________________
A financial service professional eager for a leadership role utilizing my
business management and sales skills to meet clients needs.
CORE PROFESSIONAL STRENGTHS
Fluent in: English, Spanish Industry Knowledge & Insight
Proficient in Developing Sales Strategies
Strong Supervisory experience Community Insider (Providence, RI)
Banking Policies & Regulations Knowledge
Excellent Interpersonal Skills Excellent Multitaskial Skills
Excellent Communication Skills
Strong Accounting & Finance Background Strong Team Player
Strive For Excellence
EDUCATION
Bryant University, Smithfield, RI
Bachelor of Science in Business Administration - May 2006
Concentration: Double Concentration in Finance & Marketing, Minor:
Psychology
Cumulative GPA: 3.50, Dean's List Recipient (every semester)
Beta Gamma Sigma Honor Society, January 2006-Present
Magna Cum Laude Honors Society
EXPERIENCE__________________________________________________________________
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Sovereign Bank, East Providence, RI
. Retail Sales Representative II (October 2010-Present) -This
position proactively promotes Sovereign Bank's products and
services to maximize sales opportunities in fast paced team
oriented environment. It requires extensive knowledge of
Sovereign's products and identifies consumer individual needs for
best suited products. Individuals must promote new marketing
campaigns, achieve monthly goals and overall exceed customer
satisfaction. Major portions of this role are oriented toward
establishing and building client relations and follow thru with
customer's portfolios as well as inter-departmental liaisons. As an
experienced banker, lead and trained a team of representatives and
associates to achieve departmental goals.
Citizens Bank Downtown, Providence, RI
December 2007- June 2010
. Banker I (October 2008 - June 2010) - Actively marketing bank
products to customers and potential clients. Develop and implement
sales initiative programs to drive sales/ product goals. Schedule
prospect appointments either through initial contact and follow-up
phone calls. Responsible for the cross-selling of bank
products/services to develop existing customer relationship.
Proactively referring customers to other bank resources such as
Investments for additional services. Building key strategic
relationships to enhance customer satisfaction. This position
reports to the Assistant Branch Manager. Responsible for coaching,
supervising and assisting in the recruitment process of new tellers
for the branch. Manage and lead teller team to become knowledgeable
advocates of bank products and customer satisfaction. Build, grow
and mentor Teller team; emphasized close-knit team; teller turnover
dropped 30%. Oversee high-quality operation of branch environment
(ATMs, teller equipment, etc.) Train all staff regarding compliance
of bank policies, laws and regulations and ensure completion of all
branch assurance reports.
. Advanced Teller (December 2007 - October 2008) -Accurately
conducting all credit and debit transactions in compliance with
established bank policies and procedures. Keeping proper cash
supply on hand and prepare daily proof record while maintaining an
acceptable difference record. Responsible for delivering
exceptional customer service. Meet teller sales referral goals and
actively participate in sales and promotions. Referred all bank
customers to banker for problem resolution. This position reports
to the Teller Supervisor.
High Tech Construction Incorporated Central Falls, RI
September 2004-December 2007
. Finance and Business Manager -Solely managed the overall daily
operations for the President of a large fast growing construction
entity. Responsible for accounting and bookkeeping functions using
QuickBooks with client billing and collections on A/R. Maintenance
of daily office operations and coordination of meetings. Oversee
and manage staff ensuring timely completion of all reports. Oversee
Inventory and purchase office supplies. Responsible for software
proficiency to fulfill requests under tight deadlines. Attend and
participate in industry related activities including town hall
meetings. Provided real estate research overview and guidance.
Handled all payroll services for employees and subcontractors.
Assisting the project estimator in engaging in project bids and
calling prospects. Managed a team of skilled and unskilled labors
both in office and field and authorized their daily work
activities.
INTERNSHIPS_________________________________________________________________
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Northwestern Mutual Insurance Financial, Providence, RI
June 2006-September 2006
. Financial Services Representative -- Conduct Financial Needs
Analysis and recommend appropriate product to meet client needs.
Deliver informational sales presentations to potential clients and
assist throughout completion of application process while
strengthening client relationship. Engaging in building strong
client relationships, while assisting in wealth management of
external accounts as well as internal, and prospecting. Educate
clients on products including Life Insurance, Long-Term Care,
Disability, Mutual Funds, and 529 plans.
TECHNOLOGY
SKILLS______________________________________________________________________
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Windows XP/98/2000/2003; Microsoft: Word, Excel, PowerPoint, Access,
FrontPage, Publisher, Outlook; QuickBooks, Scheduler, Project Planner,
Oracle and usage of Internet Explorer.
Contact this candidate