- Business Development: Proactively seek out and engage potential clients through various channels, effectively presenting our products and services to drive sales.- Account Management: Build and maintain strong relationships with existing clients, ensuring their needs are met and identifying opportunities for upselling and cross-selling.- Needs Assessment: Conduct thorough research to understand customer business needs, providing personalized solutions that align with their goals.- Market Analysis: Stay informed about industry trends and competitor activities, leveraging insights to recommend the most relevant products to clients.- Sales Strategy: Collaborate with team members to develop and execute sales strategies that achieve targets and contribute to overall business objectives.- Performance Tracking: Monitor sales performance metrics, prepare reports, and adjust strategies as needed to ensure continuous improvement and growth.With a strong focus on customer satisfaction and a commitment to excellence, I strive to deliver exceptional service and drive profitable sales growth.

• Strategically presented and promoted detailed training information for employees on a portfolio of Pentagon’s products, including Checking and Savings accounts, Wealth Management, Credit Card retention, and others• Directed branch operations to improve sales and service performance, monitored and trained member service representatives to exceed customer service standards and enhance product sales• Managed and increased sales of peers by 20% by introducing consistent policies and procedures and one-on-one personalized training• Conducted market research to identify potential customers and sales opportunities and utilized sales strategies to gain new clients and upsell branch offerings• Maintained impeccable customer service and sales (KPIs above 90%); responded and researched all customer inquiries and solved concerns in a timely manner• Managed every facet of the sales process; made agenda-based calls and built the relationship pipeline to secure and maintain the account, orchestrated breakfast, lunch, and dinner meetings, and speaker presentations to educate, promote, and market the appropriate use of the products to local communities• Continually evaluated the effectiveness of new and existing products, services, and programs to remain on the cutting edge in a highly competitive market• Developed strong working relationships across in-person and over-the-phone interactions

• Spearheaded the development, marketing, promotion, and sales of production and group outings, consistently driving team achievements and ensuring their continued success• Presented product information to clients and key decision-makers, equipping employees with effective presentation techniques through comprehensive training programs• Acknowledged customer requirements and expectations, crafting actionable plans to deliver tailored products and solutions that exceeded client needs• Demonstrated exceptional proficiency in cross-selling and up-selling techniques, contributing to increased revenue and customer satisfaction• Maintained knowledge and ongoing education in market conditions, competitive landscape, consumer trends, and production growth strategies, staying ahead of industry developments