Customer Service Sales
Resume:
Melissa Aguilera
Cell:
*******.*********@*****.***
Career Overview
Dedicated customer service professional with over six years of experience;
excellent communication skills, self motivated, and result-driven leading
company to success.
Core strengths
. MS Windows proficient
. Fluent in English and Spanish
. Top sales performer
. Goal-oriented
. Team leadership
. Strong organization skill
. Excellent people skills
. Adapt to diverse groups
. Problem-solving skills
. Fast learner
Certifications
Public Notary Certificate - 10/03/2013 - 10/03/2017
Work Experience
Personal Banker - Bank of America April 2012- Present
Assist customers on making and saving money with their financial needs.
Reach financial goals for present and future. Deepen customer relationship
by providing great customer service and asking open ended questions to
recommend great company products. Identify needs and refer customers to
business partners within and across lines of business. Participate in
various incentive programs and contests designed to support achievement of
production goals. Coach and receive coaching for best next time practice to
better job role. Focus on professional treatment, customer wait time, and
convenience for customers. Develop and maintain long- term relationships by
building rapport. Lobby lead and use branded welcome. Open depository
accounts such as checking and savings account. Issue debit cards for
accessing money from account. Open interest bearing accounts such as
checking, money markets, CD's and IRA's. Redeem IRA's and CD's. Focus on
deepening consumer and business relationship by enhancing products and
notifying them about the features. Follow policy and procedures at all
times. Use company sources for problem handling. Adapt to change fast to
see better results for everyone. Partner with tellers to achieve sales and
goals. Prepare customers for retirement with our different products that
best fit their financial needs. Advise customers on how to save for long
and short term goals. Take auto loan applications. Advise them on best
borrowing products such as credit cards with rewards, loans, and other
lines of credit. Make sure all documents are signed, faxed, and/or
collected from customers and other associates. Serve as mentor to the Sales
and Service Specialist for their future as personal banker. Daily practice;
and study questions for company audits. Assist Teller Operation Specialist
with ATM servicing. In every conversation, show the value of banking with
Bank of America.
Personal Banker - Associated Bank January 2012- April 2012
Exceed personal monthly goals and do outbound calling to meet branch goals.
Present solutions through product features and benefits. Observe and
practice aggressive selling. Personally commit to consistently exceed
customer expectations. Open new deposit and loan related accounts and
processes changes to existing accounts. Understand of sales, products,
benefits, account ownership, forms, and procedures. Ensure that new
accounts are properly processed and cross-sell opportunities are identified
and pursued. Verify and processes changes to existing accounts, answers
customer questions, and resolves related account problems to ensure
customer satisfaction. Assist the Bank Manager in the sales training and
development of other office staff. Help prepare reports and sales
aids. Participate in community and business functions/group to ensure a
positive image for the bank within their market place. Opening or closing
of retail bank, performing routine functions in preparation of the start or
end of day's activities including ATM balancing and/or servicing. Act as a
mentor and trainer for other Personal Bankers within an office or region.
Perform some sales coaching activities for the office, both for Personal
Bankers and Tellers (referral coaching). Attend business appointments as
well as conducts financial literacy presentations periodically. Issue debit
cards and order checks for personal and business accounts. Open IRA, CD,
Trust and other retirement lock term deposit products. Open Home Equity
Line Of Credit loans and Equity lines.
Sales and Service Specialist - Bank of America February 2010 - January 2012
Recommend products based on customer needs. Develop tool to track and
monitor personal sales opportunities, deals in progress. Issue and re-issue
debit cards. Open checking, savings accounts, Certificate of deposits,
individual retirement accounts. Close accounts for customers. Demonstrate
ownership by solving problem immediately and thanking the customer for
their business. Also, balance and count cash drawer daily, exceed referral
goals, do CTR's and MIS forms when needed. Make payments and deposit for
customers. Complete training and other self learning programs weekly, and
be a leader to accomplishments.
Education
Elgin Community College - Associates in Paralegal
2009 - Current
Larkin High School - High school diploma 2008
Contact this candidate