Consultative Relationship Banker & Client Advocate
Resume:
JOHN SALZ
Customer-focused sales and relationship management professional with 12+ years of experience building trust, driving revenue, and delivering compliant, high-quality service across financial services, telecom, healthcare, and automotive industries.
CONTACT
Phone: 317-***-****
Email: *********@*****.***
LinkedIn: www.linkedin.com/in/John-s-a136a1180
SKILLS
Relationship & Consultative Sales
Client Acquisition & Retention
Financial Needs Analysis
Compliance & Risk Management
Digital Banking & Technology Education
CRM Systems (Salesforce, DealerTrack, VinSolutions) Team Leadership & Coaching
Operational Excellence
PROFESSIONAL EXPERIENCE
PNC Bank – Relationship Banker
September 2025 – Present - Proactively acquire and deepen client relationships through in-branch engagement, outbound calling, and appointment setting. - Deliver a full consultative banking conversation to uncover financial needs and recommend appropriate products to improve financial wellbeing and increase share of wallet. - Ensure operational excellence by adhering to compliance, risk management policies, and maintaining high accuracy in daily transactions. - Actively engage customers in the lobby to build rapport, identify opportunities, and provide timely financial solutions. - Collaborate with internal partners to deliver comprehensive financial services and seamless customer experiences. - Educate customers on digital tools and banking technology to enhance adoption and self-service. Everise – Healthcare Client Relations Consultant
December 2024 – August 2025 - Managed inbound calls from U.S. customers regarding prescription healthcare benefits. - Explained insurance coverage, benefit plans, copays, and assisted with coverage determination. - Processed prescription refills, order status updates, and tracking. - Educated customers on
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online self-service tools and provided troubleshooting support. - Navigated multiple systems efficiently while maintaining empathy and accuracy.
AT&T – Sales Manager
March 2024 – December 2024 - Led individual and team performance to consistently meet and exceed sales quotas. - Trained, coached, and mentored sales staff to improve productivity and customer satisfaction. - Identified and developed new markets; implemented competitive pricing strategies. - Leveraged Salesforce CRM to optimize lead generation and manage customer interactions. Northside Auto – Sales & Finance Manager
January 2023 – March 2024 - Exceeded sales targets, generating an additional $1.25M in revenue within six months. - Led and coached a team of sales professionals using DealerTrack CRM, exceeding monthly targets by 25%. - Built strong lender relationships and optimized financing for subprime to super-prime customers. Carmel Auto Brokers – Wholesale Manager
January 2022 – January 2023 - Managed end-to-end wholesale operations and ensured timely vehicle delivery. - Averaged $5K profit per vehicle at Indianapolis Car Exchange Auto Auction. - Improved efficiency in servicing, detailing, transportation, and pricing. Dreyer & Reinbold BMW/MINI – Sales Representative
September 2015 – December 2021 - Managed a client base of 4,500+ customers, delivering exceptional service. - Ranked #1 sales representative across five Indiana stores (2018). - Helped elevate MINI Cooper’s national ranking from #36 to top 10 by 2021. - Implemented Four Square payment plans for financing and leasing company-wide.
Bloomington Ford & Lincoln – Customer Care Representative July 2012 – April 2015 - Built strong client relationships and consistently generated referrals. - Achieved a 100% passing score on a corporate secret shopper evaluation. - Earned Ford and Lincoln certifications. MILITARY SERVICE
United States Marine Corps Reserve – Lance Corporal January 2011 – January 2019 - Honorably discharged. - Served as 0621 Field Radio Operator and 0622 Digital Multi-band Wideband Transmissions Operator. - Led a squad of 25 recruits during boot camp; served as Guide-on in MOS school. - Maintained military standards in all aspects of service. 2
EDUCATION
Carmel High School
High School Diploma
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