Customer-focused sales and relationship management professional with 13+ years of experience building trust, driving revenue, and delivering compliant, high-quality service across financial services, telecom, healthcare, banking and automotive industries.
Overview
14
14
years of professional experience
Work History
Branch Banker
PNC Bank
Anderson, IN
09.2025 - 02.2026
Proactively acquire and deepen client relationships through in-branch engagement, outbound calling, and appointment setting.
Deliver a full consultative banking conversation to uncover financial needs and recommend appropriate products to improve financial wellbeing and increase share of wallet.
Ensure operational excellence by adhering to compliance, risk management policies, and maintaining high accuracy in daily transactions.
Actively engage customers in the lobby to build rapport, identify opportunities, and provide timely financial solutions.
Collaborate with internal partners to deliver comprehensive financial services and seamless customer experiences.
Educate customers on digital tools and banking technology to enhance adoption and self-service.
Healthcare Client Relations Consultant
Everise
Anderson, IN
12.2024 - 08.2025
Managed inbound calls from U.S. customers regarding prescription healthcare benefits.
Explained insurance coverage, benefit plans, copays, and assisted with coverage determination.
Processed prescription refills, order status updates, and tracking.
Educated customers on online self-service tools and provided troubleshooting support.
Navigated multiple systems efficiently while maintaining empathy and accuracy.
Cultivated strong client relationships through proactive communication and personalized service strategies.
Sales Executive
AT&T
Indianapolis, IN
03.2024 - 12.2024
Led individual and team performance to consistently meet and exceed sales quotas.
Identified and developed new markets; implemented competitive pricing strategies.
Leveraged Salesforce CRM to optimize lead generation and manage customer interactions.
Delivered exceptional customer service to enhance shopping experience and foster repeat business.
Collaborated with team members to improve overall store performance, sharing best practices, and offering support as needed.
Sales & Finance Manager
Northside Auto
Indianapolis, IN
01.2023 - 03.2024
Exceeded sales targets, generating an additional $1.25M in revenue within six months.
Led and coached a team of sales professionals using DealerTrack CRM, exceeding monthly targets by 25%.
Built strong lender relationships and optimized financing for subprime to super-prime customers.
Developed financial models to evaluate sales performance and forecast revenue trends.
Analyzed pricing strategies to optimize profitability across vehicle inventory.
Prepared comprehensive financial reports for executive leadership and stakeholders.
Wholesale Manager
Carmel Auto Brokers
Carmel, IN
01.2022 - 01.2023
Managed end-to-end wholesale operations and ensured timely vehicle delivery.
Averaged $5K profit per vehicle at Indianapolis Car Exchange Auto Auction.
Improved efficiency in servicing, detailing, transportation, and pricing.
Developed and implemented pricing strategies to enhance market competitiveness.
Sales Representative
Dreyer & Reinbold BMW/MINI
Indianapolis, IN
09.2015 - 12.2021
Managed a client base of 4,500+ customers, delivering exceptional service.
Ranked #1 sales representative across five Indiana stores (2018).
Helped elevate MINI Cooper's national ranking from #36 to top 10 by 2021.
Implemented Four Square payment plans for financing and leasing company-wide.
Cultivated strong customer relationships to enhance satisfaction and drive repeat business.
Analyzed customer needs to recommend appropriate BMW/MINI models, accessories, and financing options.
Customer Care Representative
Bloomington Ford & Lincoln
Bloomington, IN
07.2012 - 04.2015
Built strong client relationships and consistently generated referrals.
Achieved a 100% passing score on a corporate secret shopper evaluation.
Earned Ford and Lincoln certifications.
Resolved customer inquiries and complaints, ensuring high satisfaction levels.
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Maintained a high level of product knowledge to provide accurate information and support to customers.
Education
High School Diploma -
Carmel High School
Carmel, IN
05-2011
Skills
Relationship & Consultative Sales
Client Acquisition & Retention
Financial Needs Analysis
Compliance & Risk Management
Digital Banking & Technology Education
CRM Systems (Salesforce, DealerTrack, VinSolutions)