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Karen Chen
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About
Banking-focused client-facing candidate with experience using Salesforce to manage prospecting, client portfolios, and service interactions. They describe a relationship-driven sales approach centered on account openings, online enrollment, follow-up outreach, and uncovering client needs to cross-sell additional financial products.
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Key Strengths
- Salesforce-based client management and call logging
- Multi-channel outreach via calls, email, and social media
- Banking client onboarding and account opening support
- Needs-based selling to overcome client hesitation
- Follow-up driven cross-sell from deposit accounts to credit card products
- Consistent outbound activity of 60-75 calls per week
- Experience working toward a 7,600 quota
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