Lead Generator / Appointment Setter / Cold Caller

Provided customer support by assisting clients with inquiries, addressing concerns, and delivering accurate information about available services and programs. Maintained professional communication through phone calls and email, ensured timely responses, resolved issues efficiently, and guided individuals through enrollment and resource-access processes while maintaining a positive customer experience.

Managed email communications with event coordinators, business owners, community organizations, and healthcare providers. Sent outreach emails, follow-ups, event confirmations, partnership requests, and post-event reports. Maintained accurate email records, responded to inquiries professionally, and ensured timely communication to support successful community outreach events and resource enrollment programs.

Experienced in data entry and record management, accurately inputting, updating, and maintaining customer, lead, and event information in CRM systems and spreadsheets. Skilled in verifying data accuracy, organizing records, tracking outreach activities, and ensuring information is complete and up to date to support daily operations and reporting requirements.

Served as a Bank Ambassador, assisting customers with account opening, digital banking enrollment, and banking transactions. Educated clients on available banking products and services, answered inquiries, provided customer support, and promoted financial literacy. Built positive customer relationships while ensuring a professional and efficient banking experience.

Conducted high-volume outbound calls to business owners, event coordinators, and prospective clients to introduce services, generate leads, and secure appointments. Utilized CRM and dialer systems to manage call activities, follow up with prospects, handle inquiries, and maintain accurate records. Demonstrated strong communication, persuasion, and relationship-building skills to support outreach and business development objectives.

Experienced in lead generation through cold calling, email outreach, online research, and data collection. Identified and qualified potential clients, business owners, event organizers, and community partners by gathering accurate contact information and assessing their interest in available services. Maintained lead databases, updated CRM records, and scheduled appointments to support business growth and outreach initiatives.