Spencer E. Email & Phone Number

San Antonio, Texas, United States

• Deliver training sessions to clients leveraging VantagePoint software to optimize their trading profits across stocks, futures, commodities, forex, ETFs, and cryptocurrencies through virtual consultations. Utilized.
• Participated in five to seven daily meetings, conducting training sessions ranging from 30 to 60 minutes.
• Boosted revenue by maintaining a robust pipeline of prospects and nurturing existing customer relationships.
• Surpassed quota and achieved a monthly revenue increase of $18K by proactively identifying sales opportunities, negotiating prices, and compelling customers to make purchases.

San Antonio, Texas, United States

• Identified potential clients and secured profitable accounts by analyzing market conditions then preparing competitive pricing. Acquired prospective clients by sales calls & emails. Functioned as liaison between.
• Built a reliable and profitable book of business.
• Leveraged professional expertise to successfully bring back four high tier customers.
• Exceeded defined metrics by utilizing excellent negotiation and closing skills.

Wichita, Kansas, United States

• Provided exceptional financial guidance to individuals and businesses on accomplishing desired goals, while acting astrusted financial advisor. Ensured customer satisfaction and experience by addressing customer issues.
• Acted as branch manager in lieu of primary’s absence.
• Surpassed sales goals and achieved company objective by establishing trusting relationships with customers.
• Volunteered to lead bankers & tellers.
• Generated business by promoting services and products.
• Obtained multiple referrals through current customers.

Oklahoma City, Oklahoma Area

• Provided top-notch customer services, while establishing strong relationships with a book of long-term clients via phone and e-mail; conducted zoom meetings with clients to educate them on software procedure. Acquired.
• Generated $2.5M of revenue by managing more than 100 accounts.
• Developed strategies through cross functional collaboration with departments and higher-level specialists.
• Attained top customer service award in October 2018.
• Maximized client usage as well as total system utilization through effective consultation.

Edmond, Oklahoma, United States

• Oversaw daily end-to-end business operations. Fostered strong relationships with product representatives by selling and promoting new items. Drove sustainable business through identifying and procuring early industry.
• Managed overall cash and financial responsibilities.
• Obtained high priority store classification by vendors due to large volume of sales.
• Recognized for performing several unassigned tasks.

Bachelor Of Science (B.S.) In Business Administration, Finance, General

Major: Finance – Risk Management & Insurance | Minor: Economics

Certification

Lean Six Sigma Yellow Belt