Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
13
13
years of professional experience
Work History
Relationship Banker
Chase
Phoenix, AZ
04.2025 - Current
Cultivate and manage high-value client relationships by delivering tailored banking solutions, including deposit accounts, credit products, and investment referrals.
Maintain active FINRA SIE, Series 6, and Series 63 licenses, alongside a Life Insurance license, ensuring the delivery of compliant investment and insurance strategies.
Exceeded monthly performance benchmarks by achieving 150% of targets through disciplined sales execution and proactive client engagement.
Consistently drive revenue growth through strategic outreach, referral generation, and in-branch consultations centered on client financial goals.
Educate clients on financial planning fundamentals, digital banking platforms, and fraud prevention to improve long-term financial wellness.
Collaborate with financial advisors, mortgage bankers, and business specialists to deliver comprehensive, holistic financial solutions.
Resolve complex client inquiries and issues efficiently while maintaining rigorous adherence to banking compliance and regulatory standards.
Uphold operational excellence through precise transaction processing, meticulous documentation, and proactive risk management.
Generate new business opportunities through community outreach, networking, and targeted lead-generation initiatives.
Retail Sales Specialist
Verizon
Avondale, AZ
12.2024 - 04.2025
Delivered exceptional customer support, consistently achieving a 100% satisfaction rating in customer feedback surveys.
Consistently surpassed individual sales objectives by 15-20%, contributing significantly to the team's monthly and quarterly performance metrics.
Collaborated with team members to maintain optimal store aesthetics through updated displays and strategic product placement.
Utilized strategic selling techniques to cross-sell wireless solutions and close new business opportunities.
Licensed Insurance Advisor
Matic Insurance
Phoenix, AZ
04.2024 - 12.2024
Engaged with an average of 10-20 customers daily, providing personalized product recommendations based on individual needs.
Managed a robust database of prospects and clients, utilizing CRM tools to generate reports on sales forecasts and market trends.
Collaborated directly with financial management professionals to develop and implement standardized policies and procedures.
Provided precise, relevant information to address customer inquiries with a focus on accuracy and prompt response times.
Authorized to write business with over 40 of the insurance industry's leading carriers.
Sales Account Executive
National Debt Relief
Phoenix, AZ
05.2023 - 04.2024
Evaluated client portfolios to identify and implement the most effective strategies for achieving financial independence.
Conducted 120-150 daily outbound calls to new and existing leads to present various financial program options.
Acquired an average of 30 new clients per month, contributing to a 75% increase in territory revenue.
Enhanced the customer experience through dedicated service to foster long-term brand loyalty.
Retail Sales Representative
T-Mobile
Hillside, IL
06.2013 - 05.2023
Streamlined customer transaction workflows using POS systems to ensure efficiency and satisfaction during checkout.
Provided detailed responses to customer inquiries both in person and over the phone, enhancing understanding of product specifications and availability.
Guided new hires through onboarding processes to promote teamwork and elevate overall workplace productivity.
Recognized with 'Top Performer Award' for outstanding sales achievements and consistent goal fulfillment.
Assisted customers in selecting products that meet their needs and preferences.