Retail Merchandiser Relationship Banker

Sheila R. Fales

**** ****** **** **. • Sunfield, MI 48890 • 989-***-**** • ***.*****@*****.***

REVENUE CREATIONS 09/22 to Present

Retail Merchandiser

Job Duties:

Project based; examples are complete cosmetic department resets in Rite Aids (11 locations), redo entire Levi’s floorplans for men and women departs in Kohl’s (3 locations), Set up toy displays and maintain inventory during holidays at Macy’s, Kohls, and Targets (in 3 cities).

Understand and implement written instructions and plan-o-grams

Manage my schedule to meet deadlines

Place marketing materials and special offers on product and/or displays

CROSSMARK/WIS INTERNATIONAL, formerly LAWRENCE MERCHANDISING SERVICES 08/19 to Present

Retail Merchandiser

Job Duties:

Build visually pleasing displays

Stock product to have as little backstock as possible

Build relationships with store managers and employees

Understand and implement written instructions and plan-o-grams

Manage my schedule to meet deadlines

Place marketing materials and special offers on product and/or displays

Manage inventory levels and report issues and/or shortages

HUNTINGTON NATIONAL BANK (Okemos, MI) 03/17 to 05/19

HUNTINGTON INVESTMENT COMPANY

Licensed Relationship Banker III

Job Duties:

●Proactively driving sales through walk-in customers, pre-set appointments, referrals from customers and other branch colleagues and partners.

●Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships.

●Providing excellent customer service and effectively resolving customer issues.

●Adhering to all operational, security, risk and regulatory policies and procedures.

●Focusing on lending, investments, and business relationships.

●Act as backup manager when needed.

FLAGSTAR BANK (Lansing, MI) 03/15 to 03/17

INFINEX INVESTMENTS INC./INVESTMENT & INSURANCE SERVICES AT FLAGSTAR

Relationship Banker/Registered Representative

Job Duties:

●Meet and exceed sales goals by working with customers to build and deepen relationships by uncovering financial needs and recommending the best products and services to meet those needs.

●Ensure the customer's needs are met by partnering with the appropriate specialist (Financial Consultant (for sales over my limit of $125,000) and/or Mortgage Loan Officer) to serve the customer's banking, mortgage, and investment needs. Including participation in 'Call Nights'.

●Demonstrate strong customers service skills and the ability to resolve problems and prevent customer dissatisfaction.

●Supervisor authority when management team is unable to be in the branch.

●Coach staff on investment products and strategies.

GAP YEAR (03/14 to 03/15): Taken to obtain additional insurance licenses.

CHASE (Saginaw, MI)- transferred to Lansing 07/12 08/08 to 03/14

Relationship Banker

Job Duties:

●Acquire, retain, and expand new and existing customer relationships.

●Discover financial needs and provide product recommendations.

●Partner with sales specialists in Home Lending, Business Banking, Investments, Chase At Work, etc.

●Construct call lists in target areas by specific needs to call and schedule appointments and/or deepen relationships.

●Obtained Series 6 and 63 Investment Licenses and Michigan Insurance Licenses

EDUCATION

Baker College – Owosso

●Associates of Business Degree – Marketing & Business Management Concentrations

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