jessica claire montgomery street san francisco ca 94105 555 4321000 resumesampleexamplecom summary highly motivated sales associate extensive customer service sales experience outgoing sales professional track record driving increased sales improving buying experience elevating company profile target market skills excel powerpoint word qualtrics survey platform mapping market tools analyst stories automotive strategic planning banking teamwork contract negotiations telephone clients trend client validation customer satisfaction vendor relations customer service websites customer care databases email senior management executive management financial focus hr layout leadership marketing meetings excel office powerpoint presentations powerpoint word organizational presentations pricing processes quality quality assurance qa relationship building reporting research retail retail sales sales experience assistant vice president 102017 current jefferies financial group inc dallas tx supervise lead data analytics team within retail strategic planning group engage relationship building various department managers generate data pulls analysis understand gaps drive business efforts monitor control flow various department data reporting requests understand scope projects overall purpose correctly generate produce reports analysis delegate throughout team manage bankwide retail sales incentive program upholding rules guidelines adding new products services communicating updates executive management incentive payout employee participation provide continuous ongoing training sessions eligible employees oversee payout disbursement reports sent management hr creatively plan work layout execution dashboard create branch expansion transformation reports presentations board directors executive management conduct indepth analysis provide recommendations one various actionable steps branch expansion consolidation relocation downsizing remodeling use multiple data sources generate analyses including internal data universes transactional volume financial data external websites mapping tools survey results feedback sole analyst customer care center trend monthly quarterly data across various metrics create powerpoint presentation provide feedback areas improvement concern highlight bankrelated activities may affecting numbers compile produce various reports executive senior management include limited product trends product identification generation customer revenue contribution branch revenue contribution branch performance evaluation perform qa validation production validation various retail branch dashboards contributing member internal branch survey creation team weekly meetings form roundtables held plan create customer experience surveys question wording format overall survey layout multilanguage specifics deployment processes experience handling internal external 3rd party vendor relations determine appropriate partnering future reporting purposes customer relationship analyst 052015 102017 security service federal credit union austin tx integral member business support team supported centralized operations departments customer service center online banking loan servicing branch support centralized processing risk operations sole analyst customer service center online banking loan servicing departments produced reports powerpoint analyses support telephonefacing business lines generated departmentlevel advisorlevel reports highlighting metrics service level quality assurance call volume answer rates handle times make busy times continuously tracked metrics keep management abreast call handling advisor behavior areas improvement independently managed external surveys rate understand customer satisfaction collaborated department determine survey specifics qualifications limitations generated programmed survey questions email invitations survey platform worked internal departments survey approval thoroughly tested errors flaws prior initial deployment compiled raw data created monthly quarterly powerpoint analyses internal clients highlight trends strong problematic areas worked various departments satisfy internal external survey needs centralized operations departments commercial loans mortgage loans marketing internal trade operations thoroughly involved 3rd party survey vendor research determine best fit organizational needs contract negotiations pricing survey platform specifics capabilities senior marketing research analyst 092005 112006 capita plc bexley oh collected analyzed reported member marketplace information presented findings senior management internal business units conducted indepth analyses member service index identify trends performance gaps develop insights implications make recommendations improve service quality worked closely internal clients use act upon research findings order achieve exceed organizations service quality objectives managed member satisfaction tracking studies research vendor relationships consultant 072004 082005 jd power associates city state compiled data regarding automotive segment order comprehend sales processes customer shopping behavior analyzed industry market clientspecific data uncover potential retail process issues using customer service index along internal external databases sites created extensive powerpoint presentations depict data formulate dealership recommendations improve upon sales customer satisfaction scores participated overseas vehicle evaluations test automotive performance quality layout outcomes conclusions reported apeal study education training master business administration 2004 loyola marymount university bachelor arts political science 1999 university california riverside activities honors additional information awards cathay bank emerging leadership program 20192020 graduate inspirational leadership training series 2019 graduate toastmasters award recipient 2019 best table topics cra junior achievement event participant 2019 cra junior achievement event participant 2018