Ezell Watkins
Saint Charles
Summary
Dynamic finance professional with proven expertise in client relationship building and personal finance management. At Vantage Credit Union, I spearheaded strategies boosting client satisfaction and financial literacy. Skilled in cost reduction and problem-solving, I excel in environments requiring decisive financial decision-making and exceptional customer service. Achieved significant sales growth by fostering team collaboration and innovation.
Overview
34
34
years of professional experience
1
1
Certification
Work History
Financial Coach
Vantage Credit Union
04.2021 - Current
- Increased overall client satisfaction by consistently monitoring progress towards goals and adjusting strategies as needed.
- Maintained up-to-date knowledge of industry trends, regulations, and products to provide well-informed recommendations.
- Conducted comprehensive financial assessments for accurate goal setting and planning.
- Developed and delivered engaging group presentations and one-on-one coaching sessions.
Sales Manager
Ackerman Buick
06.1991 - 02.1999
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Increased sales revenue by developing and implementing effective sales strategies.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
- Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Managed key accounts with strategic planning and relationship building, resulting in increased customer loyalty and repeat business.
- Negotiated contracts with vendors and suppliers, ensuring the best pricing and terms for company profitability.
Finance Manager
Paul Cerame Auto Group
03.1999 - 02.2021
- Ensured adherence to local, state, and federal tax regulations.
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
- Increased sales revenue by developing and implementing effective sales strategies.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Consistently met or exceeded quarterly sales targets through diligent effort and persistence in closing deals.
- Overcame objections from potential clients by addressing concerns effectively and offering customized solutions based on their unique needs.
Education
General -
Parkway Central
Chesterfield, MO05.1987
Skills
- Client relationship building
- Personal finance management
- Cost reduction strategies
- Financial decision making
- Financial education
- Customer service
- Problem-solving
- Time management
Certification
Notary public
Timeline
Financial Coach
Vantage Credit Union
04.2021 - Current
Finance Manager
Paul Cerame Auto Group
03.1999 - 02.2021
Sales Manager
Ackerman Buick
06.1991 - 02.1999
General -
Parkway Central
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