Experience

Confluent Strategies

• United States
• Financial Services
• 1 - 100 Employee

• Relationship Manager

  • Oct 2022 - Present



Trustmark Bank

• United States
• Banking
• 700 & Above Employee

• Relationship Manager Associate

  • Jan 2022 - Oct 2022

  Manage a portfolio of business loans, service loan customers, and grow business connections.

• Commercial Lending Assistant

  • Jan 2021 - Jan 2022

  Assisted commercial lender in processing loans, closing loans, and servicing loan commercial loan customers

• Wealth Management Account Administrator

  • Oct 2017 - Jan 2021

  • Establish and maintain relationships with clients and open projects to resolve any problems these customers may encounter.• Oversee the flow of cash or financial transactions within investment accounts.• Evaluate financial reporting systems, or investment activities, and make recommendations for changes.• Managing projects to ensure accounts are in compliance• Client project fulfillment through internal communication• Commended for excellent customer service

• FSR

  • Jun 2016 - Oct 2017

  • Managed projects to investigate and correct errors through internal department communication• Processed and completed secured and unsecured loans• Contacted new and existing clients to discuss their needs and determine possible sales opportunities• Presented and sold product options to clients for financial services• Met and exceeded quarterly sales goals• Achieved top customer satisfaction award quarterly



C Spire

• United States
• Telecommunications
• 700 & Above Employee

• ASR II

  • Apr 2015 - Jun 2016

  • Actively listened to customers’ needs to make appropriate sales recommendations • Collaborated with colleagues on sales and marketing strategies • Provide customers with face to face technical support • Maintained current product knowledge to provide clients with targeted product options • Maintained Sales Quotas and Goals • Regularly recognized for Customer Satisfaction Achievement • Actively listened to customers’ needs to make appropriate sales recommendations • Collaborated with colleagues on sales and marketing strategies • Provide customers with face to face technical support • Maintained current product knowledge to provide clients with targeted product options • Maintained Sales Quotas and Goals • Regularly recognized for Customer Satisfaction Achievement