Quentin Coleman
Richton Park
Summary
Dynamic Business Management graduate specializing in building trusted client relationships and delivering personalized banking solutions. Expertise in managing teams and driving cross-functional collaboration has led to significant sales achievements and enhanced client experiences in financial services. Proficient in financial analysis and CRM technologies.
Overview
1
1
Certification
5
5
years of professional experience
Work History
Relationship Banker
Bank of America
06.2025 - Current
- Cultivated lasting client relationships through personalized financial needs assessments, aligning banking products with customers' financial goals.
- Addressed complex account and service issues, ensuring exceptional customer experiences that fostered long-term client loyalty.
- Partnered with financial advisors, mortgage loan officers, and small business specialists to deliver comprehensive banking solutions, enhancing cross-functional referrals.
Agency Coordinator
Combined Insurance
02.2023 - 06.2026
- Led team of 1-5 agents to achieve top 10 agency coordinator status.
- Generated over $40,000 in policies with a 0% cancellation rate.
- Advised clients on optimal plans through comprehensive needs analysis.
- Coordinated communication between departments and clients to enhance operational efficiency.
Benefits Advisor
One Digital Advanced Health
07.2024 - 06.2025
- Helped 500+ individuals upgrade Medicare benefits within five months.
- Built trust with clients by guiding them through sales process, enhancing client relationships.
- Verified and qualified clients using Five9, Broker Office, and government sites to streamline client onboarding.
Team Member
Circle K
05.2021 - 08.2021
- Provided customer resolution support and maintained organized store presentation, enhancing shopping experience.
- Assisted customers with product inquiries and service requests, fostering positive customer relationships.
- Operated cash register and processed customer transactions efficiently.
- Maintained cleanliness and organization of the store environment.
Education
B.S. - Business Management
University of Illinois
Urbana-Champaign, Illinois05-2022
Skills
- Client management
- Sales strategies
- Financial analysis
- Data Analysis
- Team leadership
- Document Management
- PowerPoint - Intermediate
Leadership And Volunteer Experience
Phi Beta Sigma Fraternity Inc. - Epsilon Xi Chapter, Chapter President, 06/20, Led 11 members to achieve the highest GPA among fraternities on campus., Coordinated 20+ events to promote the fraternity's mission and goals., Established 'MAB Talks' to foster campus dialogue on social and political issues.
Certification
- Producer Life and Health License
Timeline
Relationship Banker
Bank of America
06.2025 - Current
Benefits Advisor
One Digital Advanced Health
07.2024 - 06.2025
Agency Coordinator
Combined Insurance
02.2023 - 06.2026
Team Member
Circle K
05.2021 - 08.2021
B.S. - Business Management
University of Illinois