Jalan Calhoun
Homewood,IL
Summary
Experienced Financial Services Consultant and adept leader with a passion for leveraging sales and customer service expertise to drive revenue and enhance daily metrics in a dynamic company. Solid foundation in customer service, financial planning, and sales, bringing agility, strong communication, and analytical skills to the table. Excel in cultivating new prospects, managing accounts, and achieving sales targets. Committed to fostering customer loyalty through strategic relationship-building with key decision-makers and utilizing an extensive network to drive business growth.
Overview
6
6
years of professional experience
Work History
Financial Services Officer/Customer Service
Lending Solutions Inc.(LSI)
01.2023 - 06.2025
- Utilize customer service skills
- Utilize sales skills in order to retain customers
- Upselling
- Cross-selling
- Retain members and their accounts
- Assist customers with loan
- Quote current rates of loans & credit cards
- Completing account transactions
- Loan payments
- Cashing checks
- Issuing savings withdrawals
- Help customers submit applications for Membership/ Account
- Build Rapport
- Utilize salesforce for leads
- Reiterate why a customer chose the type of account
Retention Advocate/Customer Service
GoHealth
05.2021 - 10.2022
- Utilize customer service skills
- Utilize sales skills in order to retain customers
- Retain members in plans
- Help customers submit applications for Medicare Savings(LIS)
- Build Rapport
- Utilize sales force for leads
- Utilize broker office for leads
- Reiterate why a customer chose the plan
- CRM Experience
Sales Representative
AMC
09.2019 - 05.2021
- Utilized customer service skills
- Stock
- Build rapport
- Handle issues and discrepancies in a timely manner
- Utilized visual aids to assist customers with Social Distancing during Covid-19
- Increased Store Productivity Immensely
- Provided optimal assistance to the Assistant Manager and handled various tasks.
- Assisted with training new employees on stocking and the cash register
- Handled cash register
- Retain AMC stubs members & acquired new AMC stubs members by upselling
- Bond with current account members and existing
- Upsell members to various membership status
- Handle issues and discrepancies in a timely manner
- Sale AMC Stubs Membership
Stock Person
Jewel Osco
04.2020 - 06.2020
- Utilized customer service skills
- Stock
- Build rapport
- Handle issues and discrepancies in a timely manner
- Utilized visual aids to assist customers with Social Distancing during Covid-19
- Increased Store Productivity Immensely
- Provided optimal assistance to the Assistant Manager and handled various tasks.
- Assisted with training new employees on stocking and the cash register
Cashier
Mariano's/Kroger Grocery Store
11.2019 - 04.2020
- Utilized customer service skills
- Handled cash register
- Maintained 100% cash handling accuracy
- Build rapport
- Handled issues and discrepancies in a timely manner
Education
High School Diploma -
Ogburn Academy
01.2021
Bachelor of Science -
Chamberlain University
Chicago, IL12-2026
Skills
- Sales
- Microsoft Word
- Cash Register
- Cash Handling
- Cash Handling Accuracy
- Powerpoint
- Excel
- Internet
- Cash flow management
- Banking operations
- Asset allocation
- Mergers and acquisitions
- Investment strategies
- Cost control
- Debt management
- Portfolio management
- Cash handling
- Relationship management
- Customer relationship management
- Loan applications
- Account maintenance
- Financial services
- Financial planning
- Sales goals
- Account retention
- Customer relationship building
- Account updating
- Complaint resolution
- Scheduling
- Consultative sales
- Multitasking and organization
- Data entry
- Complaint handling
- Coordination
- Product promotion
- Adaptive team player
- Customer consulting
- Retail store support
- Team collaboration
- Retail sales customer service
- [Software] CRM system proficiency
- Customer relations
- System implementation
- Multi-line telephone operations
- Customer relationship management (CRM)
- Call center experience
- Conflict resolution
- Inbound and outbound calling
- Office equipment proficiency
Highlights
- A disciplined individual who thrives in a fast-paced environment
- Customer service oriented with an end result to numbers
- Goal-oriented individual with the goal to achieve high sales in order to help the company meets additional revenue
Timeline
Financial Services Officer/Customer Service
Lending Solutions Inc.(LSI)
01.2023 - 06.2025
Retention Advocate/Customer Service
GoHealth
05.2021 - 10.2022
Stock Person
Jewel Osco
04.2020 - 06.2020
Cashier
Mariano's/Kroger Grocery Store
11.2019 - 04.2020
Sales Representative
AMC
09.2019 - 05.2021
High School Diploma -
Ogburn Academy
Bachelor of Science -
Chamberlain University
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