Business Development Financial Services

Trelon Sheffield

*** ******* ***** *****, ** ****8

972-***-**** ️ ***************@******.***

Professional Summary

Dynamic and results-oriented Business and Finance professional with over 6 years of experience in financial services, customer relations, and operations. Demonstrated ability to drive revenue growth, streamline service delivery, and foster lasting client relationships in high-volume environments. Proven success in credit analysis, sales strategy, and operational leadership. Excels in team collaboration, project execution, and cross-functional communication. Eager to contribute to an innovative, growth-focused business team.

Core Competencies

Customer Relationship Management (CRM), Credit & Loan Processing, Financial Needs Analysis, Cross-Selling & Upselling Strategies, Operational Leadership, Business Development, Project Management, Sales Strategy & Execution, Regulatory Compliance, Data Analysis & Reporting, Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), POS & Financial Software Platforms

Professional Experience

Credit Union of Texas (CUTX) — Banker

August 2022 – March 2025 Dallas, TX

• Delivered tailored financial solutions through client consultations, identifying credit needs, financial goals, and product opportunities.

• Processed and reviewed applications for memberships, accounts, personal loans, and credit products with attention to compliance and accuracy.

• Maintained proactive post-sale communication to ensure satisfaction and develop long-term financial relationships.

• Collaborated across departments to meet business goals in lending, product promotion, and customer experience.

• Consistently exceeded performance KPIs in lending, account growth, and customer engagement.

• Received multiple awards for top-tier performance, including President’s Club and Sales Excellence honors.

TOCA — Assistant General Manager

August 2023 – September 2024 Dallas, TX

• Managed daily facility operations including guest services, front desk management, concessions, and cash handling.

• Led customer service initiatives, maintained facility readiness, and ensured a seamless experience for all guests.

• Handled Point-of-Sale (POS) transactions accurately and efficiently, resolving guest issues in real-time.

• Provided frontline leadership and ensured staff alignment with brand standards and operational goals.

Target (MarketSource) — Retail Sales Representative

January 2022 – July 2022 Dallas, TX

• Specialized in selling wireless products including iPhones, Samsung, and Android devices; activated multiple carriers (AT&T, T-Mobile, Cricket).

• Engaged customers in side-by-side selling and cross-promoted high-ticket electronics such as TVs (Samsung, LG, Sony).

• Drove wireless product sales through product knowledge and customer-first solutions, exceeding monthly sales goals.

Finish Line — Sales Associate

2018 – 2022 Wylie, TX

• Delivered a top-tier shopping experience by accurately fulfilling customer needs in footwear, apparel, and accessories.

• Supported inventory operations by processing shipments, organizing the stockroom, and preparing online order fulfillment.

• Ensured timely and accurate labeling, packaging, and delivery of e-commerce orders.

Education

Collin College / Lyon College (Currently Enrolled)

Major: Business Administration / Finance

Minor: Psychology

Relevant Coursework: Human Services, Business Ethics, Financial Accounting

Wylie High School — High School Diploma

Graduated 2020

GPA: 3.69 SAT: 1240 ACT: 21

Awards & Recognition

• Top 5 Sales Leader / President’s Club (8x)

• Sales Excellence Award – CUTX: Highest annual sales performer

• Leadership in Team Performance Award – CUTX: Team-focused leadership distinction

• Business Growth Contributor Award – CUTX: Recognized for strategic contributions to revenue growth

Technical Skills

Microsoft Office Suite (Excel, Word, PowerPoint, Outlook), POS & Sales Systems, CRM & Financial Software, Data Entry & Analysis, Email & Calendar Management, Basic Accounting Systems

Contact this candidate