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Sales Customer Service

Plano, TX
September 30, 2018

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McKinney, TX

Home: 773-***-****


Client focused Financial Center Asst.V.P. of Sales and Service with a holistic business approach on building lucrative partnerships and keeping a focused eye on business objectives and opportunities. Looking for a role as a Senior Sales Professional where exceptional performance will be highly valued.


Team leadership

Sales expertise & Strategies

Excellent communication skills

Cross functional collaborator

Problem solver


Strong sense of sales ethics

Exceptional customer service

Uncompromising work ethic

Business development & Process improvements

Employee motivation and development

Relationship building

Acquiring new customers

Persuasive communication expertise

Strategic outreach & forecasting

Account management

Sales solutions

Quality assurance & Compliance understanding



Plano, TX

Financial Center Manager II/ Aisst. V.P. 09/2014 to Current

• Forecast trends by organizing data and interpreting Excel-based financial models.

• Manage and maintain internal/external vendor relationships.

• Manage projects and serve as primary liaison between client and multiple internal groups to ensure clarity of goals, quality and adherence to deadlines.

• Proven ability to build productive relationships with clients and drive results.

• Lead a cross-functional team through collaboration with the Mortgage loan officer and strategic planning functions for increased business, generating 13M in mortgage sales for 2017 trending above for 2018.

• Number 1 in mortgage dollars for all of 2017 amongst 500 financial centers.

• Partner with small business consultant & small business banker to exceed business objectives and finished 2017 as the #1 financial center in business ADP sales with continued positive growth for 2018.

• Number 1 in all North Central region markets in overall sales, operations and service stack rankings

• Regional Leadership liaison serving as a new hire leader chosen to communicate strategy plans and tactical goals to peers.

• Deliver exceptional Client Relation Care of 97% YTD and 98% in operational excellence.


Dallas, TX

Sales Manager 03/2014 to 09/2014

Held weekly one-on-one meetings to review performance, set goals and provide customized coaching.

Developed sales team performance and provided effective training to help hit objectives.

Mentored employees in successful selling techniques and encouraged cross-selling additional products and services.

Led sales calls with team members to establish sales and customer retention goals.

Trained sales team on cold-called prospective customers to build relationship.

Consistently met and exceeded targeted monthly sales goals.

Shared product knowledge with customers while making personal recommendations.

Trained in negotiations and time management.

Created and directed sales team training and development programs.


Irving, TX

Sales Manager 01/2012 to 10/2013

Monitored sales team performance and provided effective training to help them reach their targets.

Participated in weekly meetings with the VP of Sales to discuss strategy effectiveness.

Mentored employees in successful selling techniques and encouraged cross-selling additional products and services.

Forecasted product sales and achieved quarterly and annual sales objectives.

Generated monthly and annual sales reports.

Created, implemented and conducted employee onboarding and training programs.

Oversaw teams of up to 30 sales representatives and collaborated with internal department heads to determine and establish goals for existing and new staff.

Recruited, interviewed and hired people who would add value, a positive attitude and knowledge to the sales team.

Shared product knowledge with customers while making personal recommendations.

Monitored customer preferences to determine focus of sales efforts.


Chicago, IL

Sales Manager 02/2001 to 05/2011

• Directed, coached, motivated, developed and lead 15-25 sales associates.

• Served as subject matter expert supporting all customer service and sales needs. Served as pilot subject matter expert for small business U-verse fiber optic accounts.

• Ensured sales and service goals were met, orders were properly negotiated, billing and customer service inquiries were properly addressed, complaints are resolved, and revenue is grown and protected.

• Increased sales and revenue as well as coach and develop associates to adhere to established policies and procedures to ensure customer satisfaction and retention. Adhere to established policies and procedures to ensure customer retention and satisfaction.

• Offered alternative solutions where appropriate with the objective of retaining customer's business. Exceeded sales goals and targets month over month by 110%.

• Lead of initial implementation of company's flagship product at consumer call center, took pride in increasing sales and revenue as well as coaching and developing peers to double digit sales close rates

• Analyzed daily workflow, sales and employee attendance to ensure proper efficiency of work load

• Managed daily and monthly monitoring to provide real time feedback, ensuring compliance measures were met as well as associate and customer satisfaction.



Saint Xavier University, Chicago, IL, United States


B2B Inside Sales Training

Sales Presentation

Inbound/Inside Sales Consulting

Sales Strategy: Mastering the Selling Process

Engage Selling

Sales Leaders Coaching Program

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