I would like to further my career in the investment field as a Financial Advisor.
Current job duties include opening deposit accounts, taking and processing loan applications, and profiling customers to find if there is a need for investment products or other services the company offers.
Help to set sales goals for branch personnel and track the performance of the achieving of these goals. Also help to train employees of the bank in our branch and within our district to better understand the wealth products and how to better refer customers.
I have my NMLS certification as well as my investment licenses.
Job duties included opening deposit accounts, processed loan applications, processed home equity applications, profiled customers to uncover needs for investment products and opened investment products.
Helped to set and track sales goals for myself as well as the teller and platform staff.
Held weekly meetings with each of the teller staff to review their sales activities for the week and help if they were struggling in sales areas or with their success.
I have held the following positions while at TD Bank teller, supervising teller, customer service representative, licensed platform staff and my last position was financial adviser.
Duties included at different times scheduling, staff reviews, opening accounts, processing loan applications, processing home equity applications, ordering money, profiling customers and opening investment accounts.
Course Study in Business Administration and Accounting
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