Matthew Feldman
Charleston
Summary
Dynamic Financial Sales Representative with a proven track record at South Carolina Federal Credit Union, excelling in client relationship management and long-term sales strategies. Adept at problem-solving, I developed tailored financial solutions that enhanced member satisfaction and loyalty. Committed to delivering exceptional service and achieving results in competitive environments.
Overview
5
5
years of professional experience
Work History
Financial Sales Representative
South Carolina Federal Credit Union
09.2023 - Current
- Met with members to understand goals and recommend solutions to fit specific needs.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Conducted research to answer questions and handle issues using multiple systems and resources.
Server Assistant
Pier 101
03.2025 - 10.2025
- Bussed tables between courses and load and unloaded trays to expedite tasks.
- Delivered customer orders promptly and with attention to accuracy and satisfaction.
- Maintained knowledge of current menu items, garnishes, ingredients and preparation methods to promptly answer customer questions.
- Communicated customer needs clearly to kitchen staff for fast, accurate orders.
Overnight Assistant Manager
The Sanctuary Hotel
04.2021 - 09.2023
- Resolved customer complaints promptly and professionally to maintain satisfaction.
- Oversaw overnight operations for a luxury property, ensuring flawless guest experiences and adherence to 5-star service standards.
- Conducted nightly audits, including cash handling, occupancy reports, and incident logs.
- Maintained communication with day management team, providing detailed shift reports and handover notes.
Education
Bachelor of Science - Hospitality Management
University of South Carolina
Columbia, SC04-2020
Skills
- Account development
- Long-term sales strategies
- Client relationship management
- Problem-solving aptitude
Timeline
Server Assistant
Pier 101
03.2025 - 10.2025
Financial Sales Representative
South Carolina Federal Credit Union
09.2023 - Current
Overnight Assistant Manager
The Sanctuary Hotel
04.2021 - 09.2023
Bachelor of Science - Hospitality Management
University of South Carolina