Service Representative Customer

Sunita Malipal

Kissimmee, FL 347-***-**** *************@*****.***

PROFESSIONAL EXPERIENCE

**/**** – Current

Financial Services Representative Primerica – Kissimmee, FL Responsibilities:

• Interview prospective clients – obtain information about their financial resources/ needs and customize insurance programs to suit individual clients.

• Attend meetings + seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.

Accomplishments:

• 2021 Top (10) Earners

01/2020 – 11/2020

Sales Specialists Marriott Vacation Club – Kissimmee, FL Responsibilities:

• Performed incisive and insightful market and competitive research – marketed products and services to prospective customers across multimedia platforms.

• Worked with the Account Executive team to complete industry-specific outbound efforts – ensured standard processes during all sale stages.

Accomplishments:

• Counseled and provided expert level advise to buyers regarding their vacation needs, which increased guest satisfaction and loyalty through reward program by 1.2% for two quarters.

• Achieved sales goal and service targets by leveraging interpersonal communication skills and brand knowledge to cultivate and secure new client relationships. Exceeded standard by 5%.

(Reason for leaving: COVID-19 lay-off)

05/2014 – 10/2019

Customer Service Representative TD Bank – Brooklyn, NY Progression: 2014 relocated to TD Bank – Kissimmee, FL Responsibilities:

• Adhered to strict opening and closing procedures to protect bank assets.

• Balanced drawer and ATMs, handling $30K+ per day, with zero mistakes.

• Quickly established creditability and deepened relationships with new and existing clients to advance progress and improve business. Accomplishments:

• Processed sales referrals and promoted bank services and products, resulting in 22% branch sales increase.

• Used promotional offers and persuasive sales techniques – convince and consistently upsold additional banking services. 09/1997 – 05/2014

Personal Banker Astoria Federal Savings Bank – Brooklyn, NY Responsibilities:

• Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions. Accomplishments:

• Dedicated personal banker – provided thoughtful and trustworthy financial options exploration. Maintained 97% quality score which aided to increased customer satisfaction.

10/1989 – 09/1997

Customer Service Representative Greater New York Savings Bank – Brooklyn, NY Responsibilities:

• Provided efficient support to the management team in overseeing the day-to-day operations, and a productive business workflow.

• Balanced automated teller machines, teller cash dispensers, (TCDs)/ teller cash recyclers (TCRs) often totaling more than $100,000.

• Organized 500+ transaction receipts daily – filed in a timely manner.

• Assisted with the training of new tellers, ensuring comprehensive education on proper banking policies. Accomplishments:

• Increased loyalty and maximized satisfaction of existing clientele 100% – Leveraging personalization, selling and educating, communication and client feedback.

Diploma – New York City Technical College, Brooklyn NY Life Insurance and Annuities License – TD Bank, NY + FL

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