David John Bonkowski Email & Phone Number

Saginaw, Mi, Us

St. Louis, Mo, Us

Maplewood, Missouri, United States

Engage with potential customers through calls, texts, emails, and personalized videos to generate leads. Provide comprehensiveinsurance quotes from various companies to offer competitive and suitable options to customers for new vehicles.▪ Generated additional sales opportunities and closed qualified leads by sustaining a robust referral business.▪ Fostered a cooperative workplace culture to enhance overall team success and achieve collective sales targets.▪ Met sales targets and sold 40 cars by navigating high-interest-rate market and leveraging exceptional sales acumen.▪ Heightened client loyalty and repeat business by provisioning positive and stress-free buying experience.

Scottsdale, Arizona

Conducted proactive discovery processes with existing customers and prospects to offer tailored financial solutions. Offered sound credit recommendations for personal lending transactions, including home financing based on prudent credit-granting principles and aligned with bank policies. Cultivated an unparalleled depth of understanding within banking sphere and broader financial servicesdomain, positioning as esteemed authority and indispensable advisor to clients.▪ Improved customer trust and retention by expertly addressing customer inquiries and resolving issues from credit auditsand quality checks in compliance with legal and regulatory standards.▪ Drove transformative change and fostered culture of sales excellence as a pivotal member of branch and market team.▪ Contributed to branch enhancement initiatives to elevate operational efficiency and provide unparalleled clientexperiences.▪ Upheld meticulous adherence to legal and regulatory standards, including anti-money laundering and terrorist financingreporting, and Financial Consumer Agency of Canada (FCAC) guidelines to secure client interests.

Tempe, Arizona

Demonstrated dedication to professional development and regulatory compliance by attaining the SIE, Series 7/63, and Life and Health Licenses. Currently not active.Analyzed market trends to facilitate clients in determining informed investment decisions. Engaged in cross-traininginitiatives with other Financial Advisors within Edward Jones Community to sharpen financial expertise.▪ Optimized service delivery by augmenting understanding of client service best practices and industry developmentsthrough active participation in web conferences.▪ Acquired valuable insights into business-building strategies while gaining extensive knowledge of the industry and financialservices landscape aimed at driving client engagement and growth.

Frankenmuth

Serving customers and cleaning tables.

Contributed to amplifying brand visibility by executing networking and community involvement initiatives in coordination with Financial Advisor. Assured seamless client service delivery in collaboration with Branch Office Administrator to improve client experience. Conducted in-depth research on market data and trends, informing investment strategies and client recommendations.▪ Strengthened customer relationships and grew sales by addressing specific needs and facilitating allowable serviceactivities.▪ Played key role in raising sales by engaging in relationship-building and client-acquisition training sessions.▪ Attracted new clients and expanded firm's client base by organizing and promoting marketing events and seminars.

Frankenmuth

Performed claims adjustments and underwriting duties to facilitate efficient execution of insurance processes. Determined validity and assessed extent of liability by conducting detailed thorough investigations of claims to prevent loss.▪ Offered personalized solutions to insurance claims, ensuring exceptional service delivery and client satisfaction.▪ Evaluated customer risk profiles and determined insurance eligibility by reviewing applications, reports, and customerinformation and upholding compliance with underwriting guidelines and company policies.