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0-5 years of experience
Introduce Apple solutions, technology, and services to business customers.
- Generated new leads and built rapport with business customers, by connecting over the phone or through in-store workshops and events.
- Discovered customer needs through briefings; prepared and presented proposals
- Trained Sales specialist to identify and engage business customers to increase business connections
- Increased RedZone business connections 23.5% in Quarter 3 2014.
0-5 years of experience
- Ranked in top 5% in overall customer satisfaction scores 2012-2017
- Consistently in top 5% of bankers in telephone sales and inside referrals sold
- Ranked #1 in NE DFW market of bankers in 2011-2016
- Ranked # 3 in Texas market in 2016
- Promoted to Small Business Specialist in 2011
- Successfully utilized call blocking techniques for follow up, sales, and referrals
- Served as Outbound Call Specialist and mentored new service center candidates
0-5 years of experience
- Determined consumer and business customers financial service needs in order to present a suitable product
- Acquired, retained and managed relationships with both consumer and business customers
- Generated growth in balances through the sale of products by promoting and referring products and services
- Completed and exceeded monthly goals
- Maintained a portfolio of new and existing clients to discover their financial needs and provide the best product recommendations
- Reached out to clients via phone on a daily basis for followups and and appointments
- Partnered with specialist initiating referrals to ensure clients gained access to experts that could help them with specialized financial needs
0-5 years of experience
- Responsible for a book of business consisting of approximately 150 clients.
- Work with all business customers to achieve financial success, and assist with the growth and development of their entities.
- I am a Partner to the branch and work to drive new business and grow my current portfolio.
- Engage my coworkers to provide business referrals, and work to encourage personal development and increased sales skills.
- 2014 Quarterly Star of Excellence Award – Q4
- 2016 Quarterly Star of Excellence Award – Q1, Q4
0-5 years of experience
- Maintain an existing book of business of investments, loans deposits and credit products for mass affluent and high net worth clients totaling $25.2M, increasing assets under management by 13%.
- Processed and closed approximately $13.2M in consumer and business loans in 2016
- Identify assets held away by clients and commercial customers and work to transition those assets to J.P. Morgan. Transferred over $1.9M in assets in the last 2 quarters of 2016.
- Consistently finished in the top 10% of J.P Morgan Bankers nationwide in new business, personal accounts and investments
0-5 years of experience
- Train and coach branch team members to effectively refer potential customers.
- Maintain weekly, monthly and quarterly reporting to upper management.
- Analyze financial profiles of business customers, business tax and financial statements to ensure proper cash flow and assets.
- Manage and deepen existing business customer portfolio of over 125 high value clients by 25%.
- Prospect potential new businesses for deposit relationships, cash management, and equipment finance needs, and business loans and lines including commercial real estate loans and refinances.
- Work with branch partners to meet all needs regarding our customer’s full financial relationship.
- Work closely with underwriting to get issues resolved and ensure quick funding on loans, lines and other business products.
0-5 years of experience
- Facilitated business experiences through in-store briefings, workshops, and events. Worked with the business team to prepare and present proposals for the customer needs.
- Acquired several international and local businesses to join Apple’s business team.
- Responsible for in store trainings and development of new hires.
- Served as the bridge between managers and employees.
0-5 years of experience
- Engages current and potential customers to gain an understanding of their unique financial needs and recommends and opens appropriate products and services to meet those needs while delivering a positive customer experience.
- Demonstrates a comprehensive understanding of both consumer and small business products and services and seeks cross sell opportunities to enhance and deepen customer relationships.
- Actively participates in branch sales and marketing activities embodying our customer commitments to accountability, community, innovation and accessibility.
- Handle all cash flow with branch vault.
- Schedules and conducts face-to-face sales appointments and participates in sales calls to achieve personal consumer and small business sales goals.
0-5 years of experience
- Provided remote support assistance for thousands of Business owners all over the country
- Installed software through multiple technical environments (Terminal Services, VPN, RDP, Server/Client)
- Assisted with installation of additional hardware like receipt printers, barcode scanners, finger print and vein readers
- Configured applications and internal websites using Web services for offsite data access through cell phones, tablets and other PC’s
- Trained single and multi-location businesses on management and growth analysis strategies through the use of Millennium software
- Performed multiple onsite meetings with the goal of educating owners on business management as well as setting goals for Salon & Spa employees for future growth
- Recorded Webinars for best business practices on a monthly basis
- Implemented an enterprise environment for franchises with the goal of helping the owner keep track of royalties and profits that each branch generates on a monthly basis
- Installed a SQL database for cross pollination of Client Data including tracking of performance metrics through aggregated reporting
0-5 years of experience
Registered Representative designated to analyze current and potential clientele in order to maximize balance and investment growth for the branch
- Manage operational responsibilities and delegate duties in a diligent manner to maximize customer satisfaction and improve team production.
- Operate as the primary point of contact with affluent clientele to build relationships and ensure customer loyalty through consistent follow ups.
- Cold call clients and prospects systematically to transition funds into the branch specifically for investments and balance growth.
- Act as the liaison between our Chase Mortgage Specialist and our clients to guarantee an easy and fluid process for the financing of their real estate assets.
- Assist advisor in conducting financial analysis of the client’s economic condition with the goal of building a profile and uncovering opportunities on a personalized level.
- Manage branch’s sales tactics to optimize every team member’s approach with clients to capitalize on sales and increase the branch’s profitability.
- Conduct meetings with our commercial clients to help them organize banking accounts such as checking, savings, tax, investment, operating, and escrow.
- Provide credit solutions to ensure a seamless banking experience and provide the financial wherewithal necessary to promote growth and development in business and personal finances.
- Travel to commercial client’s place of work in conjunction with ADP specialist to present benefits of payroll services and promote other Chase Business options.
- Execute necessary analysis in relation to credit/debit sales of commercial clients to highlight benefits of available merchant services.
6-10 years of experience
- Process purchases of products and Mobility Services such as Wireless Phones and Accessories, Billing, as well as Customer resolution.
- Make recommendations according to customer’s needs on features, accessories, upgrades and rate plans.
- Provide Business Customers support concerning services, products, billing, equipment, claims, and resolve problem areas.
- Continually maintain working knowledge of all company products, services and promotions through Employee documents and training.
- Utilizes mechanized systems to initiate and complete service orders.
0-5 years of experience
- Provide telecommunications support for AT&T’s highest revenue building customers
- Designated as a dedicated point-of-contact for major businesses
- Communicate with external vendors to assess customer needs
- Process customer requests via internal database platforms
- Ensure that customer accounts have the proper security controls in place
- Train internal employees on new system applications when necessary
0-5 years of experience
- Managing multiple projects to improve Solar Turbines Enterprise applications
- Analyze impacts and risks for changes or upgrades on Enterprise Applications
- Assist Project Managers in pushing projects through GAP, CD, and UAT satisfying SOX requirements.
- Managing schedule to make sure projects meet customer need date and requirements.
- Updating process flows and training documents to meet business needs.
- Support production and technical issues for ERP applications: Baan, LN, and Solumina
0-5 years of experience
- Referrals to date: Investments – $8.8 million, Mortgage/Home Equity – $1.9 million
- Work with company owners and managers to explore lending and cash flow needs.
- Engage with business partners to enhance the client’s personal banking, business banking, financial advisory, and mortgage relationships.
0-5 years of experience
- Analyze consumers and business accounts, discover their needs and recommend a total personalized solution.
- Sold a variety of smart devices ranging from tablets and smartphones to vehicle safety and home security systems
- Provided technical support for various problems with customer’s smart devices.
- Worked flexible hours including holidays and vacations.
0-5 years of experience
- Resolve customer complaints via phone
- Use telephones to reach out to customers and verify information
- Greet customers warmly and ascertain problem or reason for calling.
- Advise on company information
- Utilize computer technology to handle high call volumes.
- Read from scripts.
- Work with customer service manager to ensure proper customer service is being delivered.
- Review small business accounts
Business Operations Cover Letter Examples
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Business Specialist
Last edited by: Gabriela Barcenas, CONTENT STRATEGIST -
Gabriela Barcenas
CONTENT STRATEGISTGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
