• Increase sales revenue by building strong relationships with clients and providing insightful product recommendations.• Streamline sales process efficiency by maintaining accurate records of client interactions in CRM systems, ensuring seamless follow-up.• Participate in industry events and trade shows to network with prospects, gather leads, and increase brand awareness.• Enhance customer retention by offering tailored solutions to address unique needs and challenges, resulting in increased loyalty and repeat business.• Manage friendly and professional customer interactions.• Maintain up-to-date knowledge of available products to best serve customers and maximize sales potential.

• Guided clients through important financial decisions and documentation.• Cultivated and strengthened relationships with clients and educated clients on account services and capabilities.• Highlighted values and educated clients on retirement plans, including IRAs and mutual fund financial products.• Processed loans, withdrawals and deferrals and maintained case activity.• Achieved monthly adherence level of 90% or above.• Monitored and updated financial plans to comply with client goals

• Established positive relationships with aid recipients through interviews and assessed goals, striving to address individual needs and tailor services to suit them.• Described procedures, requirements and benefits to clients and interested parties.• Adhered to strict client confidentiality laws and site-specific procedures to uphold privacy and provide best experience possible.• Kept and established comprehensive case files to support proper documentation and record retention.• Utilized complex client management systems, both digital and manual, and maintained sensitive information in highly encrypted databases.• Promoted to managerial training program Nov. 2022

- Determined licensing eligibility by examining test results and comparing against established structures.- Leveraged bilingual skills to communicate information accurately and expand service to more patrons.- Proctored licensing exams and graded submitted answers for >100 applicants per week.- Entrusted with confidential information in government databases, including SAVE immigration platform.- Entered into record-keeping systems appropriate data needed to create new records or update existing ones.- Ensured efficiency and accuracy in cashier department with no overages or lost currency.

- Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.- Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.- Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.- Managed staff training, delegated assignments and evaluated work performances.- Conducted 50+ outbound calls and job site visits to develop new business.

- Carried out business plan by using operations reports to identify opportunities within sales, gross margin and controlled expenses. Initiated 60+ sales calls weekly to meet goals.- Created viable team oriented work environment through good communication, individual employee knowledge and service requirements.- Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.- Ensured employees have working knowledge of various products and training to deliver excellent customer service and provide maximum efficiency- Managed cash control and store opening and closing procedures.

- Generated repeat business through exceptional customer service and responded to customer concerns- Strengthened merchandising and promotional strategies to drive customer engagement and boost sales with friendly and knowledgeable service.

Provided professional customer service and educated customers on custom design methods

Solved customer challenges by offering relevant products and services

Ensured strong team productivity and managed flow of materials between departments for efficiency