SEARCH

Client Solutions Specialist Resume Example

Resume Score: 80%

Love this resume?Build Your Own Now
CLIENT SOLUTIONS SPECIALIST
Professional Summary

Dedicated finance professional and ambitious leader with years of experience in the financial services industry. Looking to utilize continued education in financial analysis and strengthened project management skills to earn a role with Medpace.

Work History
PNC Investments- Client Solutions Specialist
Cincinnati, OH01/2020 - Current
  • Leveraged advanced product knowledge to streamline process of account openings, account maintenance, and movement of client funds
  • Served as sales partner, tasked with expanding and managing 3 books of business (totaling $220 million of assets)
  • Led marketing efforts via mass client mailings and email campaigns
  • Managed estate settlement projects and delivery of client proposals
  • Individually managed the scheduling efforts/process of annual reviews for over 500 clients
  • Demonstrated strong crisis management skills throughout the COVID-19 epidemic and the ensuing stock market volatility
PNC Bank- Personal Banker
Huber Heights/Centerville, OH09/2018 - Current
  • Demonstrated ability to build client rapport to ensure consistent customer satisfaction and loyalty
  • Implemented innovative financial solutions to meet customer needs and increase share of wallet
  • Strengthened efforts to maximize revenue through improved sales techniques and plans of action
  • Monitored, via Oracle, team sales progress toward monthly and quarterly goals
  • Executed wire transfers, stop payments, and account openings
  • Effectively supervised branch operations in absence of management
  • Streamlined consumer lending and document review processes by precisely following PNC policy and procedure
  • Paced Centerville branch and ranked top 10 in the Dayton region in targeted product sales from April to May 2019
  • Assisted in coaching of branch staff and scheduling of lobby employees
  • Partnered with management in efforts to prepare branch staff for quarterly and annual branch audit activities
Northwestern Mutual- Financial Representative
Beavercreek, OH01/2017 - 07/2018
  • Paced Q4 2017 acquisition of clients among new advisors in the Dayton office, spreading our organization's presence within the community
  • Strengthened ability to deepen relationships with referrals and prospects
  • Promoted the value of Northwestern Mutual services, products, and overall mission our financial planning practice
  • Continued education of FINRA laws, financial planning strategies, insurance products, and investment knowledge
  • Consistency quantified production numbers, open case reports, client persistency, and efficiency of financial planning cycle
  • Developed strategies, compiled analysis, and produced documents for client meetings
  • Maintained effective communication with home office and clients regarding necessary documents for rollovers, insurance applications, etc
Red Lobster- Certified Supervisor/Certified Opening Supervisor/Certified Trainer
Beavercreek, OH02/2010 - 08/2017
  • Performed store opening procedures to efficiently prepare the restaurant for successful daily operations
  • Facilitated Health Department walkthroughs and inspections
  • Knowledgeable in the food inventory process, as well as daily ordering and overseeing kitchen preparation
  • Diligently monitored labor, performance of restaurant employees, cash handling, and invoices
  • Experienced frequent contact with numerous vendors, maintenance crews, as well as managing invoices
  • Inspected restaurant daily for health hazards
  • Remained proactive in demonstration of strong sales techniques and development of precise communication skills
  • Efficiency in time management resulted in high guest satisfaction surveys, boosting our restaurant service scores and ranking within the region
  • Collaborated with peers to develop a healthy work culture and enhance areas of performance
Accomplishments
  • Led PNC Dayton South region in consumer lending pipeline Q4 2019 with over $500,000 worth of referred product value
  • Paced PNC Centerville branch and earned top 10 ranking in the Dayton region in targeted product sales April-May 2019
  • Only 2017 new advisor in Dayton/Cincinnati network of Northwestern Mutual to hit bonus level production in first 3 months
  • President's List at Franklin University- 2017
  • Dean's List at Franklin University- Fall 2016, Winter 2016
  • Series of weekly sales and work ethic related employee awards at Red Lobster
Skills
  • Relationship building and management
  • Financial advisement
  • Financial product knowledge
  • Sales strategy
  • Document review
  • Filing and data archiving
  • Account servicing
  • Revenue generation
Education
Corporate Finance InstituteExpected in 12/2020Financial Modeling And Valuation Analyst: FMVA Certification
Franklin UniversityColumbus, OHBachelor of Science: Financial Management

Relative Courses: Financial Management II, Advanced Financial Management, Money, Banking, and Financial Markets, Financial Accounting, Corporate Finance, Investments, Principles of Financial Planning, Foundations of Entrepreneurship, Financial Policy Capstone
Cum Laude Honors, GPA: 3.54

Build Your Own Now

DISCLAIMER

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • PNC Investments
  • PNC Bank
  • Northwestern Mutual
  • Red Lobster

School Attended

  • Corporate Finance Institute
  • Franklin University

Job Titles Held:

  • Client Solutions Specialist
  • Personal Banker
  • Financial Representative
  • Certified Supervisor/Certified Opening Supervisor/Certified Trainer

Degrees

  • Financial Modeling And Valuation Analyst : FMVA Certification
    Bachelor of Science : Financial Management

Similar Resumes

View All
Client-Solutions-Consultant-resume-sample

Client Solutions Consultant

INTERNATIONAL BUSINESS MACHINES IBM

Atlanta, Georgia