Customer Service Assistant Manager

Summary

Skills

Experience

MATU KELLY

Burnsville, MN 55337 763-***-**** *************@*****.*** I'm applying for a job at your company. Based on the posted description, I'm sure that I am fully qualified for the position and will be a strong addition to your team. I would highly appreciate a job interview at your earliest convenience. Please find my resume enclosed. Enthusiastic Assistant Manager and personal banker offering almost 5 years' experience in Armani Exchange, Ann Taylor and Associated Bank. Excellent team leader and problem solver with a resourceful and flexible approach. Knowledgeable about leadership operations and business needs. Strategic planning and client relationship management expert. Versed in customer service and sales rep. Desires a challenging role as a manager or administrator. Action-oriented with strong ability to communicate effectively with technology, executive, and business audiences. Team lead with background as Management, Banker and Assistant Manager looking to join a growing entrepreneurial organization as part of the Executive team.

Thank you for your consideration.

I have almost 5 years of essential experience

working as a sales associate plus sales lead/

Role-play assistant manager, actual Assistant

Manager and a Banker for four retail

companies. I always do my best to deliver

quality experience and make customers

happier. I love working with people and I have

outstanding personal management skills.

Sales monitoring

Verbal and written communication

Customer rapport

Product and service knowledge

Orienting and training

High-end fashion knowledge

Strong communication skills

MS Office proficient

Excellent time management

In-depth fashion knowledge

Dedicated team player

Cheerful and energetic

Excellent multi-tasker

Superb sales professional

Employee scheduling

Detail-oriented

Reliable and dependable

Positive outlook

Approachable

Financial product expertise

Branch operations

Increased revenue

Cash vault audit

Customer satisfaction

Sales growth

Rapport building

Portfolio analysis

Cash Flow analysis

Problem solving

Financial strategy management

Loan application advisement

Planning for retirement

Developing financial plans

Funding education

Stock market expertise

Increasing savings

Customer Service Project Manager Aug 2021 to Current Toppan Merrill St. Paul, MN

Filing through the SEC (U.S. Securities And Exchange Commission) Filing form types 10Q, 10K, 8K, 6K, etc.

Create cases for client

Create filing bridge projects and services

Using JMS, HTML, iXBRL, XBRL, Excel, Word and Edgar Converts client content format in to Edgar format

Create a folio through the bridge Filing Engine

File quarterly reports for companies

Annual Filing 10-ks, 40-fs, 20-fs

File quarterly financial report for clients

Go over companies folio and exhibit

File companies Proxy and Press Release

Delivered fast, friendly and knowledgeable service for routine questions and service complaints.

Established positive rapport with customers, managers and customer service team members to maintain positive and successful work environment. Entered, organized and secured digital data for cases and billing records. Updated integrated library system records to include new holdings. Reviewed files to check for complete and accurate information. Retail Relationship Banker Aug 2020 to Aug 2021

BMO Harris Bank Burnsville, MN

Completed documentation for new accounts in alignment with bank policies and procedures.

Identified and resolved complex client service issues to deliver exceptional customer service.

Drove branch sales and portfolio growth by recommending various financial products to prospective customers.

Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.

Maintained optimal financial controls by securing funds and making accurate transactions.

Verified amounts and integrity of every check or funds transfer. Helped customers open and close accounts, apply for loans and make sound financial decisions.

Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.

Met or exceeded sales goals by promoting bank products and services in every interaction.

Put together and executed loan documents.

Developed culture of success rewarding performance, productivity and sales results. Developed and oversaw events to bring in customers and promote products. Reviewed accounts for signs of fraud and turned over details to law enforcement officials.

Customized products and services to meet specific banking requirements. Met with new clients and completed pre-qualification procedures. Developed asset protection strategies for clients. Set up new and regularly serviced existing accounts to bring in maximum revenue. Personal Banker Mar 2019 to Mar 2020

Associated Bank Burnsville, MN

Monthly mock audit

Created detailed financial models and applied analytical tools to facilitate variance analysis.

Devised targeted solutions for various customers, including deposit, lending and investment services.

Provided clients with information on bank accounts, institutional policies, financial products and related services.

Performed cash and check balancing to verify all daily and monthly cash accounts for accuracy.

Helped customers open and close accounts and make sound financial decisions. Partnered with loan and mortgage officers and financial advisors to clients with optimal financial solutions.

Processed invoices and checks and maintained daily cash logs and deposits. Increased teller efficiency by developing and implementing improved service methods Expanded client base through consistent product promotion and sales strategy. Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.

Maximized branch revenue by optimizing daily operations. Improved decision-making by using current data on market conditions and individual financial situations.

Expanded customer relationships by maintaining regular follow-up processes and rapport with each customer.

Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services. Assistant Manager Jun 2018 to Mar 2019

Armani Exchange Bloomington, MN

Assisted in store opening by setting up office space, computers and cash registers. Hired and scheduled staff to meet business needs and demand. Cut expenses by coordinating efficient merchandising and implementing new receiving and maintenance procedures.

Improved efficiency by training staff on best practices and protocol. Encouraged sales associates to cross-sell additional products and services to purchasing customers.

Proactively identified and solved complex strategy problems that impact business direction.

Verified merchandise pricing to achieve revenue and profitability goals, reduce shrink and forecast sales.

Networked with customers and asked open-ended questions to determine immediate needs.

Processed credit and debit card payments and returned proper change for cash purchases.

Addressed customer issues to ensure quick and successful resolution. Increased revenue, cultivating client relations to develop new customer accounts. Maintained store appearance, including rack and shelving organization, store lay out and planogram planning.

Supported long-term business-need strategies, generated customer-relations feedback for process improvements.

Close payroll

Supported senior leadership by accurately reporting monthly and annual sales and staff efficiency reports.

Tasked and evaluated sales staff and provided comprehensive training in sales, marketing and customer service.

Sales Lead Manager May 2016 to May 2018

Ann Taylor Bloomington, MN

Scheduled and led weekly store meetings to discuss sales, performance and customer service benchmarks.

Assisted in store opening by setting up office space, computers and cash registers. Hired and scheduled staff to meet business needs and demand. Cut expenses by coordinating efficient merchandising and implementing new receiving and maintenance procedures.

Analyzed team performance on a weekly basis through the review of in-depth reports. Worked jointly with team members to assist with the closing of leads. Interacted with customers and retail buyers to follow-up on shipping statuses and expedited orders.

Kept current on market and product trends to effectively answer customer questions. Maintained up-to-date knowledge of store policies regarding payments, returns and Education and Training

Awards/Honors

exchanges in order to provide speedy and accurate service to each customer. Resolved product issues and shared benefits of new technology. Processed all sales transactions accurately and in a timely fashion. Built customer confidence by actively listening to concerns and giving appropriate feedback.

Managed quality communication, customer support and product representation for each client.

Offered direction and gave constructive feedback to motivate team members. Held each team member accountable for achieving brand and performance goals. Collaborated with customer service team members to give exceptional service throughout the entire shopping and purchasing experience. Lead Visual Merchandiser Sep 2015 to May 2016

Forever 21 Bloomington, Minnesota

Presented updated floor plans and design strategy to store management. Adhered to and improved company merchandising standards in all areas. Managed visual displays for Forever 21 company to drive exposure and increase revenue.

Developed creative visual merchandising campaigns to focus on selling older inventory.

Monitored and reordered inventory items to fulfill displays and executed design changes to align with available inventory.

Enhanced store and display appearance utilizing seasonal promotions and trends to drive strategy.

Promoted new product releases and limited edition items to drive sales. Maintained current graphics, signage and related sales collateral. Restructured merchandising strategy to promote high value and products. Worked with department leaders to develop effective plans for sales floor, seasonal products and special promotions.

Associate of Arts, generals 2015

Normandale Community College Bloomington, MN

I'm getting my AA degree done in order for me to transfer to a 4-year institution to pursue a bachelor degree.

Major in [ Fashion styling ]

[4.0] GPA

Completed coursework in Reading, Math and science

Honor's Society Phi Theta Kappa member

Dean's List Honor of 2017

Student of the Month - by the Math Department 10/2012 - 12/2013 High Academic Achievement of 4.00 GPA 11/2016

Employee of the Month 10/2014

Certificate of Achievement 06/2015

Membership in Phi Theta Kappa 21/2017

Certificate of Special 6/2015

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