Aaron Barlip

About Aaron Barlip

I am a savvy finance and banking professional with extensive experience in managing the delivery of high quality, customer-centric services, supporting customers in selecting financial/banking products and services. I have gained rapid promotions through the achievement of top ranking sales performance, as a result of my innate ability to translate customer needs into recommendations that effectively meet their expectations. My background includes managing and building strong and positive customer relationships, and rapidly resolving concerns. I excel at educating prospective clients on a variety of products and services, enabling effective cross-selling to support sales and revenue growth. Throughout my career, I have been recognized for delivering advice and support to and extensive range of clients, including customers with accounts of up to $50M. With my solid knowledge and strong analytical skills, I have demonstrated a sound capacity to perform detailed research and analysis of client credit ratings and risk. Areas of Expertise ⇨ Finance/Banking Products ⇨ Sales Strategy/Management ⇨ Product Service Marketing ⇨ Customer Service ⇨ Customer Relationship Management ⇨ Product Cross-Selling ⇨ Loan Process Management ⇨ Quality Assurance ⇨ Mortgages ⇨ Underwriting ⇨ Team Leadership ⇨ Training/Coaching ⇨ Recruitment ⇨ Cross-Functional Collaboration

Experience

1. Business Innovation Specialist

   Paychex

   Aug 2018 — Present · Allentown, PA, US

Education

• William Allen High School

  High School Diploma

  2002 — 2006