Karen B. Simonson

* ***** *** *****

Sacramento, Ca. 95834

916-***-****

ad2m2b@r.postjobfree.com

OBJECTIVE

I’m a highly motivated and driven goal-oriented business professional committed to pursuing long term employment in an organization where I can grow professionally and further enhance my skills, knowledge, and experience, with the determination to achieve any task given while adding value to the overall growth and success of my fellow co-workers and of the organization.

EDUCATION

February – April 2023

Clinical Medical Assisting – Roseville Adult School

Roseville CA

CERTIFICATIONS

April 2023 Medical Assistant Certification

American Medical Certification Association

QUALIFICATIONS

●25 years customer service and sales experience

●Outbound call dialing experience including tele sales in a call center environment.

●Build long-term relationships with customers in person and by phone.

●Built trust through a detailed customer financial review and customer profiling.

●Recommended products and services that meet their needs and help them succeed financially.

●Prospected leads with existing and new customers, visiting businesses, conducting educational seminars, and being active in

the community

●Filled in for supervisors/Manager running any department/branch, Taking daily conference calls and attending weekly

meetings

●Very organized, reliable, dependable, hardworking, quick study.

●Experience with meeting and exceeding sales goals daily, weekly, monthly and quarterly

●Personally mentored and developed new and existing team members in furthering their careers.

●Strong Background in sales, service, and staff development

●Knowledge of Microsoft office, MS word and Excel, Point Sec., Click to Staff, Hogan, Share point, Salesforce, Order Entry, Sales Manager workbench, Prospector

●Excellent written and verbal communication skills.

●Ability to work independently or with a team.

●Proven track record meeting and exceeding weekly, monthly, quarterly sales goals

EXTERNSHIP: SUTTER HEALTH MEDICAL FOUNDATION

June 13,2023 – July 27,2023

1020 29th Street Sacramento Ca, 95816

Dermatology/ MHOS Department

06/01/2020-02/6/2023: Fe Controls

Title: Marketing Consultant, Office Admin

Duties: Ensuring quality control of office documentation regularly such as invoices, employee time cards, employee mileage, making sure that documentation is filed properly in the customer or business chart. Contacting customers or businesses if the invoices were not paid on time. Scheduling to ensuring that each employee goes to the right job site

10/2019 - Present: Tri Counties Bank

Title: Personal Banker 2

Duties: providing good customer service as well as educating customers about banking, deposits and credit lending products and services. Helping customers get into the right accounts and helping them with their lending needs. Working with new and existing business and consumer customers to expand their banking portfolios.

My focus as a Personal Banker 2 is: business, home equity lines of credit, mortgage, investment, and treasury management referrals. Working closely with our partner and profiling each customer in depth to ensure that we can offer them the right options (products and service) that the bank provides. In turn that will meet/ exceed my quarterly goals.

Also helping coach tellers, cash counting, ensuring the operations side of the bank are always within guidelines.

07/2018 - 10/2019: CarMax

Title: Sales Consultant

Duties: Providing good customer service

Building strong relationships with customers to get referral business.

Appraising vehicles and assist with purchasing the vehicles from customers.

Selling different types of vehicles to ensure the customer gets into the right vehicle, which includes taking the customer on multiple test drives.

In person sales as well as over the phone sales

Taking credit applications and running all financing including FICO and all credit history. Educating the customer about the finance process so they better understand their options.

05/2015 03/3018: Tesla Energy / SolarCity

Title: Energy Consultant Inside Sales & Outside Sales Field Energy Consultant

Duties: As an inside sales consultant I worked out of a call center helping residents all over the country to obtain solar electricity for their homes. I made outbound calls and took incoming calls of residents that wanted and need more information. As an Outside Sales Consultant I would meet these local clients at their homes and show them a side-by-side comparison on life with solar and life without solar. I was responsible for overseeing each project from beginning to end, From the time they initially signed the contract to site survey, final design, permits, Utility approval and installation. As well as continue to grow my referral base customers. I continued to be in the top 10% of the company Sales consultant. I helped train and other sales representatives that were struggling to ensure that my team of sales consultants and other teams met quota monthly as well as making sure I met and exceeded my sales quota monthly.

2008- 08/2014: Wells Fargo Bank

Title: Assistant Manager

Duties: As a member of the management team, I am responsible for contributing to the overall success of the branch through quality leadership, customer service, risk management and sales. Assisting the store manager in establishing sales and service goals, I train and coach a successful sales, service, and referral team. I am responsible for the schedule, insuring we have the adequate staff daily to maximize resources and achieve daily service and sales goals. This includes training and problem resolution while hitting my own personal sales goals daily, weekly monthly and quarterly, setting up weekly skills practice with team members ensuring that they have full knowledge with new and old products and procedures in implementing these while interacting with their clients. I am Responsible in assisting with the overall store compliance with audit and operational regulations and guidelines. Assisted in vault reconciliation as well as Cash handling while being in dual custody with tellers and service managers. Actively selling and servicing new and existing customers as needed. Assume all the duties of the Store Manager in his/her absence (taking daily conference calls, Helping bankers and tellers set themselves up for success daily. I’ve also the Specialized in business and high value clients in the branches I’ve worked for, I attended weekly conference calls and meetings with my District manager and all the business specialists and partners to strategize ways to maximize business and high value clients, I source new business and high value clients regularly as well as service our existing business and high value Client needs

2002-2008: Transportation Security Administration for Homeland Security

Title: Transportation Security Officer

Duties: x-ray operator, searching passengers, searching all carry on and checked baggages looking for explosives and prohibited items, customer service, also filling in for leads to help run the department.

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