Cole Connell
Tampa
Summary
Dynamic Senior Financial Sales Representative with a proven track record at Citizens Debt Relief, excelling in client relationship management and sales development. Expert in analyzing financial data to create tailored solutions, enhancing customer satisfaction. Recognized for mentoring junior staff and driving team performance through effective communication and problem-solving skills.
Overview
6
6
years of professional experience
Work History
Senior Financial Sales Representative
Citizens Debt Relief
07.2022 - 11.2025
- Cultivated strong client relationships to enhance customer satisfaction and retention.
- Analyzed financial data to develop tailored debt relief solutions for clients.
- Collaborated with cross-functional teams to streamline processes and improve service delivery efficiency.
- Mentored junior sales representatives, fostering professional development and enhancing team performance.
Relationship Banker II - SB
JPMorgan Chase
03.2021 - 07.2022
- Developed and maintained strong client relationships through personalized banking solutions.
- Assisted clients in navigating financial products to enhance satisfaction and retention.
- Conducted comprehensive financial assessments to recommend appropriate services.
- Trained new staff on best practices for client interactions and operational procedures.
Broker Sales Representative
Premium Merchant Funding
08.2020 - 03.2021
- Cultivated relationships with clients to understand funding needs and tailor solutions.
- Presented funding options effectively, resulting in increased client engagement and satisfaction.
- Collaborated with underwriting team to streamline approval processes for merchant funding applications.
- Mentored junior sales representatives, enhancing team performance and knowledge sharing.
Traveling Business Development Manager
Deere Employees Credit Union
06.2019 - 08.2020
- Developed and implemented strategic partnerships to enhance member services and increase loan portfolio growth.
- Analyzed market trends to identify new business opportunities and optimize product offerings.
- Led cross-functional teams in executing marketing campaigns, resulting in improved member engagement and retention.
- Mentored junior staff on best practices for client relationship management and business development strategies.
Education
Bachelor of Arts - Healthcare Sales
St. Ambrose University
Davenport, Iowa05-2019
Skills
- Goal oriented
- Client relationship management
- Sales development
- Time management
- Problem-solving
- Reliability
- Critical thinking
- Multitasking Abilities
- Active listening
- Effective communication
- Sales presentations
- Competitive analysis
Timeline
Senior Financial Sales Representative
Citizens Debt Relief
07.2022 - 11.2025
Relationship Banker II - SB
JPMorgan Chase
03.2021 - 07.2022
Broker Sales Representative
Premium Merchant Funding
08.2020 - 03.2021
Traveling Business Development Manager
Deere Employees Credit Union
06.2019 - 08.2020
Bachelor of Arts - Healthcare Sales
St. Ambrose University