Summary
Overview
Work History
Education
Skills
Skillsaccomplishments
Accomplishments
Timeline
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Vincent Daniels Jr.

Las Vegas,NV

Summary

7 years of combined experience in Sales, Banking, Customer Service and Training with an emphasis on driving revenue, compliance, customer satisfaction and demonstrating competency.

Overview

7
7
years of professional experience

Work History

Call Center Sales Representative/Trainer Coordinator

Adara Group LLC
Las Vegas
01.2022 - Current
  • Generated sales by prospecting leads, cold calling and negotiating advantageous deals.
  • Provided product recommendations based on customer needs.
  • Maintained records of customer interactions, transactions, comments, and complaints.
  • Developed strong relationships with repeat customers through consistent follow-up communication.
  • Assisted in training new call center staff members on proper procedures for handling calls and resolving customer issues.
  • Participated in team meetings to discuss strategies for improving customer service experience.
  • Monitored progress of trainees to ensure they were meeting expectations set by management.
  • Explained goals and expectations required of trainees.

Verification Specialist

Soaren-Management
Las Vegas
01.2021 - 12.2022
  • Guide clients through the verification process for any loan applications.
  • Handle inbound/outbound customer service and loan approval inquiries via phone and email.
  • Performed verification of customer accounts and ensured data accuracy.
  • Answer clients' questions and clarify information regarding loan agreements to ensure the client makes the best financial decision.
  • Process system update of sensitive customer information to ensure accuracy and protect customer information.
  • Process loan agreement once terms and e-signature have been read and acknowledged.
  • Perform approvals on APR% adjustments, withdrawal approvals, and bank verification reviews.
  • Manually adjust customer loan amount post payroll verification using Payroll to Income (PTI) & Loan to Income (LTI) calculations
  • Provide detailed notes and comments in the records for good documentation practices and to ensure full traceability.
  • Train and coach new employees on company policies and procedures.

Banker

Town & Country Bank
Las Vegas
11.2019 - 07.2020
  • Provides strategy and direction to ensure all loan and other processes are followed in accordance with applicable rules and regulations
  • Effectively handle cash to ensure accuracy in all transactions
  • Developed financial plans for client’s short term and long-term goals
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Communicate effectively & confidently while engaging with all clients and colleagues
  • Actively participate in team-oriented and self-oriented goal-setting activities to ensure company success.
  • Assist clients over the phone and multitask through necessary means to find solutions.
  • Follow established financial processes and guidelines in daily work routines to protect company and clients' assets and interests.
  • Earnestly participate in coaching and mentoring sessions with the management team to discuss potential improvements and highlight accomplishments.
  • Managed escalations with polite service, knowledgeable support, and professionalism to satisfy needs and protect bank reputation.
  • Identify potential fraud/scams, as well as take action to prevent customer and company loss.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Ordered checks, placed stop payment orders, loan applications and conducted additional special services for customers.

Full Time Teller

US Bank
Vancouver, WA
10.2017 - 09.2019
  • Ensure banking experience meets or exceeds the expectations of customers and other stakeholders
  • Balanced cash drawers on a daily basis.
  • Verified customers' identification to ensure compliance with laws and regulations.
  • Responsible for recommending financial products, such as credit cards, checking/saving accounts, and safety deposit box offers.
  • Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
  • Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
  • Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
  • Identified fraudulent activity or suspicious behavior immediately reported it to management.

Education

Business Administration -

Washington State University
Pullman, Washington
06-2019

Diploma -

Columbia River High
Vancouver, Washington
01.2015

Skills

  • Servant Leadership
  • Performance Tracking
  • Emotional Intelligence
  • Persuasive Strategies
  • Active Listener
  • Phone Etiquette
  • Adaptability and Flexibility
  • Life Learner
  • Team Player
  • Good Communicator
  • Skilled negotiator
  • Proficiency in Microsoft Office
  • Slack
  • Decision Logic
  • Cortex
  • Paycheck Flex
  • Okta

Skillsaccomplishments

  • Awarded Top Agent, Employee of the Month and Rookie of the Year in 2022
  • High Earner Club Member (>$100k in Annual Sales) in 2023
  • Named #2 Top Sales Representative in 2023
  • Lead Trainer and mentor for Sales and Lead Generating Reps
  • Servanthood Leadership; Strategist; Emotional Intelligence
  • Active Listener; Coachable; Adaptable; Life Learner
  • Team Player; Good Communicator and Collaborator
  • Proficiency in Microsoft Office, Slack (communication app), Decision Logic (bank verification), Cortex (loan verification), Paycheck Flex (time management), and Okta (dialer system)

Accomplishments

  • Top #3 Financial Banker/Teller (US Bank)
  • President's Club Member - $100k+in Gross Sales (1 of only 4 Sales Reps at Adara Group 2023)
  • Rookie of the Year in Sales (Adara Group 2022)
  • Employee of the Month (Soaren Management 2021)
  • Top Performer of the Month (9 consecutive months) in 2023 for Adara Group
  • Promoted into Company Training Coach

Timeline

Call Center Sales Representative/Trainer Coordinator

Adara Group LLC
01.2022 - Current

Verification Specialist

Soaren-Management
01.2021 - 12.2022

Banker

Town & Country Bank
11.2019 - 07.2020

Full Time Teller

US Bank
10.2017 - 09.2019

Business Administration -

Washington State University

Diploma -

Columbia River High

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Vincent Daniels Jr.