Frederick B. Agustin
**** **** *******. #*** *****, CA 95973
******************@*******.***
Profile Summary
• Experienced professional with a successful career in banking
• Proactive and effective sales approach that has resulted in capturing numerous accounts and expanding a company’s client base
• Possesses excellent interpersonal and organizational skill
• Excels within a highly competitive and fast pace environment, where leadership and teamwork skills are the keys to success
Employment
INCREDIWEAR Chico, California 2016-Present
Customer Success Team Manager
• Increase customer retention and sales, by overseeing Customer Success Representatives performing on-boarding for new customers (product sales training and order process) and re-engaging with existing customers, subsequently performing regular health checks (no less than quarterly).
• Work side by side with General Manager, Sales and Marketing teams to prioritize accounts the focus on selling efforts based on potential growth and strategic values
• Ensure that the Customer Success Team develops and maintains a deep understanding of Incrediwear products
• Ensure that a plan is in place with each existing customer for product set-up, training and co-marketing programs
WELLS FARGO BANK Chico, California 2013 - 2016
Personal Banker
• Cross-sell banking services and products to new and existing customers
• Perform on-site presentations to educate Wells Fargo membership partners on their entitle banking benefits
• Provide advice to customers to help them succeed financially by
• tailoring a personalized savings and debt consolidation plan.
• Initiate personal loans and service accounts
• Participate in community events to position the bank as a leader within the community
• Work individually and as part of a team to accomplish sales performance goals
WELLS FARGO BANK Juneau, Alaska 2012-2013
Teller
• Find referral opportunities by asking customers questions to discover
• their financial needs
• Handle customer transactions efficiently while providing great customer
• service
• Work as a team to achieve customer satisfaction goals (WOW score)
• Cash handling experience through customer transactions, preparing cash shipments and commercial change orders
Education
High School Diploma
Juneau-Douglas High School, Juneau, Alaska
Certifications
S
.
A
.
F
.
E
Bilingual in English and Tagalog