Description
Business Financial Professional with over 30 years experience including Finance and Customer Service. I am seeking opportunities for a new challenge and experience handling internal or external customer needs. I enjoy assisting or recommending financial products and services for retail and commercial customers or prospects. Manage customer portfolio, customer relationships and cross-selling. Provide broad base of financial and credit services with the goals of acquiring 100% of the customers' business. Develop and maintain relationships with various companies and partners to maximize sales opportunities and achieve sales standards. Use profiling analysis tools to identify cross-sell opportunities. Make outbound sales calls in-person or by phone to increase opportunities. Visit businesses, conducting educational seminars, and being active in the community.
Accomplishments
Highlights:
Keywords
