Sales Customer Service

Georgette Perez

626-***-**** mobile

626-***-**** msg

*************@*****.***

www.linkedin.com/msgperez

Dynamic Sales Professional with unrelenting enthusiasm, self motivation,

excellent communication, critical thinking and creative problem solving

skills seeking the opportunity to recruit, train, mentor, develop and

maintain success sales teams.

Equally skilled in recruitment, able to effectively utilize networks,

client referrals, online job boards, on campus and unconventional methods

to identify professionals for temp, contract to hire or direct hire basis.

Specialized in direct recruitment for unique or niche positions. Able to

effectively negotiation pricing, contracts and comply with vendor

requirements.

Education

University of Phoenix

Business Administration/Human Resources Management

(Continuing Education)

Professional Licenses

Insurance

Life Only #OG 52708 Active

Real Estate

Sales Person # 01817587 Active

Professional Experience- Sales/Business Development

Advantage Professional 03/2010- Present

Staffing Specialist

Los Angeles, Ca

Specialized focus on development of new business relationships through

creative marketing, networking, strategic partnerships and referrals.

Identify C level contacts, Key decision makers and Line Managers for target

penetration. Effectively communicate with all levels of clients, contacts

and candidates. Assist with Development of Staff through role plays, sales

training, informative presentations and recruitment. Create strategic

network of high caliber professionals as solutions for existing needs,

utilization in effective forecasting and areas of opportunity to increase

profitability through utilization of unique skills or industry specific

experience. Provide clients with continual return on investment. Handle

complex negotiations, contracted pricing agreements, gaining approval as

new vendors in compliance with client requirements, utilized effective

network resources for recruitment of professionals in line with demands.

Duties include: cold calling, target marketing, field appointments,

canvassing, participation in alliances, Chamber of Commerce participation,

skills matching, recruitment, sales training and continued education of

ever changing compliance laws. Use of Media boards, Internet, Websites,

Social Networking and referrals to expand business relationships and

candidate network. Areas of concentration include Banking, Financial

Services, Finance, Accounting, Human Resources Management, Benefits

Coordination, Strategic Planning, Systems Implementation and

Administration.

Robert Half International, Inc

08/2009 to 03/2010

Staffing Manager

Ontario, Ca

Sales professional with focus on new business development, recapturing lost

revenue, target marketing, relationship retention and expansion.

Successfully integrated self into territory with success in recapturing

lost revenue and re-establishing relationships. Continually developed

Target Accounts developing relationships with multiple departments and

leveraging multiple lines of business to ensure target penetration.

Negotiated pricing for continued profitability and streamlined recruitment

through referrals, online job boards, online communities and direct

recruitment. Developed profitable book of business and delivered results

which exceeded performance goals. Identified and utilized all available

resources for networking, recruitment and expansion of client base.

AppleOne Employment 04/2008

to 05/2009

Branch Manager

Monterey Park, Ca

Manage operations and sales staff with focus on business-to-business sales,

recruitment, sales team management, client relationship management,

effective target marketing and staff development. Responsible for coaching,

mentoring, training, directing and managing sales team with various levels

of tenure for continual growth and development. Implement sales trainings

for target penetration and maximization of existing relationships to ensure

continuous revenue and growth. Client focused selling including

strategizing and developing marketing campaigns/plans. Successful

completion of necessary activity goals to achieve desired results including

200 marketing calls weekly, appointment setting, sales presentations and

closing. Handle campus recruitment and attract all classifications of

candidates. Develop successful network of resources and referrals.

Responsible for maintaining mandated traffic and revenue goals. Conduct

daily, weekly and monthly sales/compliance meetings. Develop sales goals in

accordance with budget to ensure branch profitability. Meet personal

production and business development goals. Maintain branch Profit and Loss

in accordance with company standards. Creatively overcome objections and

close situations positively. Successfully motivate sales team to meet

individual and branch goals. Individually develop team members and create

effective marketing plans capitalizing on their strengths while developing

areas of weakness. Cultivate Successful Sales and Work environment.

Robert Half International, Inc

09/2005 to 04/2008

Sr. Staffing Executive/Division Director

City of Industry, Ca

Supervise and develop sales team with continued focus on new business

development, target marketing, relationship retention and expansion.

Continually developed Target Accounts developing relationships with

multiple departments and leveraging multiple lines of business to ensure

complete penetration. Effectively developed and managed successful sales

teams to meet production goals. Identified and implemented new marketing

strategies and campaigns to increase revenues. Did onsite presentations at

companies that were downsizing to educate employees on interviewing skills

and resume writing. Worked within assigned territory to identify and

develop business opportunities with focus on dominating market share.

Develop profitable book of business and loyal client base. Effectively

motivate and coach sales professionals to exceed goals on a routine basis.

Successfully marketed Controller and CFO level contacts. Directly managed

up to 18 employee of Salaried Professionals Service including documentation

of performance issues, performance evaluations, developed career action

plan, and tracked all bonuses (referral, recruitment, sales leads, and

utilization. Directly managed sales team of 5 employees and up to 80

temporary employees. Effectively networked utilizing available resources

including but not limited to: National Alliances, Campus Recruitment,

Public Speaking Events, Chamber of Commerce Meetings, Career Fairs and

Expos.

Individual Accomplishments include successful creation of Salaried

Professional Service which created over 1 Million Dollars of Branch Revenue

Annually and Independent billing of over $500,000.00 for temporary

services. 2007 All Star Achievement Award.

Professional Experience- Banking Operations (Georgette Perez

page 3)

City National Bank 02/2004

to 11/2004

Client Services Officer

Golden Shore Office

Handled daily operations including operation of a cash drawer, ordering of

foreign currency, BSA reporting, Currency transaction log, review of

accepted items up to designated limits. Provide transactional support,

processed cash orders, outgoing shipments, review morning rejects, assist

tellers with procedural inquiries, take proactive role in meeting team

sales goals and identify business development opportunities. Identify and

develop SBA Leads. Relationship management of Premier and Private business

banking clients. Managed individual portfolio, developed new business and

maximized existing relationships to encourage use of all bank-sponsored

products. Complete monthly, semi-monthly, quarterly, and annual

certifications; hold necessary product and procedure meetings including

Anti Money Laundering, Patriot Act, and Check 21. Assist Sales platform

with opening of new accounts. Assist with staffing including interviewing,

hiring, training and continual development of operational staff. Assist

Client Service Manager with preparation of Annual Reviews and

recommendations for increase.

Union Bank Of California 09/2001

to 02/2004

C.C.S.U R.E.I.D.S.

Customer Service Associate

Escrow Industry Group

Associate level position within Commercial Customer Services Unit

supporting both DOC and DRE regulated Escrow Companies. Handled

transactions including: telephone transfers, opening of new accounts,

documentation in compliance with Audits, account reconciliations, review of

posted transactions including necessary offsets and correction of 1099's.

Research wire transfers. Initiating outgoing wire transfers including memo

debiting accounts and instructing client to include necessary offsets for

audit trail. Set up and review of telephone transfer agreements. Verify the

authentication of checks, verifying issuance against positive pay and

approval of negotiation with branches for non-customers. Handle special

negotiation requests including cash orders and special courier runs.

Analyze selected documentation identifying possible risks in process new

accounts, wire transfers and uncollected funds usage. Coordinate and

implement opening of new accounts, set up, implementation and deletion of

services including courier, payroll, cash management products, checks and

all supply orders. Ensure preparation and completion of all documents

relating to opening an account (e.g., signature cards, W-9, Funds Transfer

Agreement, etc.). Follow up with account officer and customer to obtain

missing or temporary documentation. Ensure proper coding of accounts (e.g.,

Account Analysis NSF, Account Officer, etc.). Implement client training and

conversions to Union Bank of California accounts from other institutions.

Successful completion of Escrow One Course sponsored by OCEA

City National Bank 02/1999

to 09/2001

C.S.O.C

Call Center Specialist

Processed telephone transfers, check orders, service charge reversals,

address changes, balance inquiries, identifying origination of EFT, Wire,

Debit and ACH transactions, retrieve copies of paid checks, research

historical transactions and assist with account reconciliations. Interact

with assigned Officers in reference to obtaining telephone transfer

agreements and approvals for exception items. Use critical thinking and

creative problem solving skills to resolve issues expediently while

providing stellar customer service. Identify sales opportunities and cross-

sell bank sponsored products. Support Head Office and Entertainment

Divisions with processing of support related transactions. Contact clients

regarding Regulation D violations, accept Regulation E disputes and have

complete knowledge of bank sponsored products including all fees or

penalties associated with certificates of deposits, checking products,

savings accounts, loans, credit cards, ATM/Debit Cards, CD's, IRA's, and

wire transfers.

Contact this candidate