Use This TemplateAndrew Smith
Phone:
(000) 000-0000
Email:
[email protected]
Address:
287 Custer Street, Hopewell, PA 00000
Professional Summary
Financial savvy individual equipped with the tools and knowledge needed to advance into a service level roles with a innovative, growth-driven attitude. Expert at developing and growing portfolios within a Private Banking team. Technical knowledge with proficient use of Excel programs to monitor growth to ensure quality reporting to line managers.
Employment history
Present
Port Marilee, Nevada
Pricing Specialist, Yost LLC
- Review loan agreements to ensure that they are complete and accurate according to policy.
- Handle customer complaints and take appropriate action to resolve them.
- Stay abreast of new types of loans and other financial services and products to better meet customers' needs.
- Consider local conditions, as well as competitor activity to create competitive advantage.
- Identify and exploit new pricing opportunities/ innovations to grow the business further.
- Coordinating and formatting all relevant information for decision making.
- Performing pricing analysis and creating reports for management.
- Developing and implementing pricing strategies.
- Finding new and innovative ways to assist the broader team to work more effective
Aug. 2017 – Apr. 2018
Marcomouth, Maryland
Private Banker Analyst, Hane, Fisher and Lind
- To develop and maintain relationships with client’s High level knowledge of business finance and investments.
- Generates new business.
- Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
- Manage existing clients and grow portfolio through making contact and generating leads through the Net Promoter Tool.
- Maintenance of expert knowledge on specific products, pricing, application procedure, processing and timelines in order to drive and achieve relevant sales targets.
- Manage the growth of active customer Account Base to increase client base.
- Maximise Business Portfolio cross sell opportunities and strengthen client relationships.
- Manage the migration of accounts from transactional to Self Service
- Prepare credit proposals for review by the Credit Product House.
- Manage own development to increase own competencies.
Jul. 2015 – Oct. 2015
East Lashandra, Maryland
Financial Analyst, Koss LLC
- Engage with the macro-environment to look for new opportunities, capabilities and trends that would add value to the required analysis work.
- Suggest changes in executing work processes to better drive value and benefits for the business.
- Prepare and share recommendations for process and systems improvements in relevant area of accountability.
- Work with business stakeholders to define metrics/performance goals and acceptance criteria for solution and ensure the implementation of the requirements
- Coordinate and, where required, participate in the test effort to ensure that the delivered solution meets agreed business requirements and functional/process specifications.
- Build and maintain professional working relationships with all stakeholders, displaying excellent abilities to initiate dialogue, listen, advise, influence and negotiate to achieve win-win outcomes
Education
Present
B.com: Human Resource Management
- East Daniel - North Lachelle, Illinois
Apr. 2013
B.com: Economics and International Trade
- North Weimann - Dustyborough, Maryland
Skills
Team Work
Experienced
Problem Solver
Expert
Organised
Expert
Decision making
Experienced
Critical Thinking
Experienced
Time Management
Expert
Ability to work under pressure
Expert
Communication
Experienced
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More Job Descriptions for :
1
pricing specialist
- Consider local conditions, as well as competitor activity to create competitive advantage.
- Identify and exploit new pricing opportunities/ innovations to grow the business further.
- Coordinating and formatting all relevant information for decision making.
- Performing pricing analysis and creating reports for management.
- Developing and implementing pricing strategies.
- Finding new and innovative ways to assist the broader team to work more effective
2
pricing specialist
- Ensure accurate unity integrity of store merchandise.
- Coordinate with of managers on strategies of execution of unit integrity and pricing calenders.
- Guarantee prices and swift performance of pricing changes.
- Assist layaway and other necessary transactions.
- Assist and guarantee customers with exceptional customer service.
3
pricing specialist /deal registration specialist
- Uploading approved pricing into MS Dynamics AX for sales teams.
- Worked on different business applications – Microsoft CRM, Microsoft Dynamics AX
- Handled calls from US customers or US clients and provide them with a solution to their queries.
- Handled escalations and maintained the relevancy and quality while providing service to the US customers.
- Identified and escalated priority issues
- Proactively take initiative to add new managed vendors to pricing/deal registration process.
- Handled deal registration team mailbox and simultaneously work in the live queue.
4
pricing specialist
- Responsible for procurement of IT related product and services from OEM and other source to buy & expediting functions from floating of inquiries till receipt of materials.
- Register the product in system after getting the quote from vendor as SKU.
- Prepare and publish team reports to the process manager on daily/weekly/monthly/Quarterly basis on productivity, resource utilisation and SLA Report
- Being one of the efficient members of the team has always assisted other team members whenever they have process related queries.
- Actively working on the follow ups with vendors which leads to timely closure of cases.
- Provide special pricing to sales reps for vendors which do not provide an option for deal registration.
- Provide training to any new team members regarding the process.
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