Financial Advisor Resume Example Bok Financial Corp.

FINANCIAL ADVISOR

Summary

Dedicated and organized financial professional seeking new opportunities to drive sales and growth. Outstanding relationship-building and problem-solving skills. Driven to exceed expectations and able to operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills. Talented at managing competing priorities to accomplish challenging goals. Consistently exceeds company objectives to secure client satisfaction and loyalty.

Skills

Community relations

Account audits

Experience

Financial Advisor|Bok Financial Corp. - Irving , TX|05/2018 - 06/2019

Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors, and other professionals.
Profiled and analyzed investment products to devise financial strategies meeting client financial needs and to forecast opportunities with highest return on investments.
Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals, and risk tolerance to formulate and actualize strategic financial plans.
Articulated value of various financial products, including stocks, bonds, mutual funds, and insurance policies; educated clients on benefits of individual products.
Counseled clients on financial matters and provided recommendations investment opportunities, products, and services based on client needs and asset availability.
Analyzed investment materials to develop financial techniques to fulfill customer needs and predict favorable investments.
Identified client financial goals and risk tolerance to recommend appropriate products.
Assisted clients with planning for and funding retirements using mutual funds and other strategies.
Devised business plan and identified target customers.
Maintained secure meeting spaces to discuss privileged information with legal and advisory partners and spearhead due diligence activities.
Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
Advised high net worth customers and insurance department management on financial investment options and decisions involving capital expenditures.
Kept abreast of financial impact of clients' life changes to meet needs and exploit new areas of growth.
Implemented diverse wealth management options to meet client objectives.
Conducted due diligence and valuation activities to support informed business decisions.
Maintained knowledge of regulations, communicated with industry professionals, devised financial models, conducted sensitivity analyses and gathered financial reports to deliver superior service.
Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
Distributed information on accounts, insurance plans and diverse funds.
Counseled clients on profitable strategies to support informed decision-making on investments, financing and partner sourcing.
Took advantage of gaps in market and reached out to potential new clients.
Consulted with clients to assess and meet short- and long-term financial goal.
Cultivated and expanded financial planning relationships with customers through loyal and dedicated service.
Developed and deepened relationships with new and existing clients to advance progress and improve business.

Relationship Banker|Umpqua Bank Corp - Tigard , OR|01/2016 - 04/2018

Addressed inquiries from clients and relationship management department team members.
Improved decision-making by using current data on market conditions and individual financial situations.
Modified, opened and closed customer accounts.
Advised customers on bank products, services and financial planning options.
Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
Drafted monthly summaries to review level of client participation and identify targets for follow-up calls.
Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
Handled a portfolio of customers and reviewed accounts for signs of discrepancies, fraud or non-payment issues.
Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
Developed culture of success rewarding performance, productivity and sales results.
Completed thorough and accurate documentation for all money movements, deposits or withdrawals.
Interacted with prospects by asking appropriate open-ended questions to better understand products and services required.
Responded efficiently to customer queries and complaints to find solutions and diffuse tension.
Answered customers questions and explained available services such as accounts, bonds and securities.
Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.
Compiled information regarding new accounts and entered information into computers and file related forms.
Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
Maintained optimal financial controls by securing funds and making accurate transactions.
Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
Verified amounts and integrity of every check or funds transfer.
Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
Balanced daily cash deposits and vault inventory with zero error rate.
Completed comprehensive tasks by implementing customer service initiatives, audit and restock ATMs and keep records on accounts.
Managed customer referrals to help financial services team members capitalize on sales changes.
Delivered prompt, accurate and excellent customer service.
Processed cash withdrawals.
Offered to take on additional shifts during holidays and other busy periods to alleviate staffing shortages.
Adhered to financial services security and audit procedures.
Trained employees on cash drawer operation.
Recommended additional products, services and benefits for customers.
Managed opening and closing times for the main branch.
Examined checks for identification and endorsement.
Received regional branch recognition award for outstanding customer service.
Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
Processed all sales transactions accurately and promptly to prevent long customer wait times.

Customer Service Representative|Pioneer Bancorp, Inc. - Watervliet , NY|05/2015 - 11/2017

Met or exceeded revenue objectives by promoting product's to customers during service, account and sales follow-up calls.
Assisted approximately 45 customers each hour with product questions.
Kept apprised of emerging trends and provided informative customer service to assist in product selection.
Retained product, service and company policy knowledge to serve as resource for both coworkers and customers.
Answered incoming telephone calls to provide information about products, services, store hours, policies and promotions.
Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items.
Processed orders through system and coordinated product deliveries.
Mentored team members in mastering sales techniques to consistently exceed objectives.
Sold various products by explaining unique features and educating customers on proper application.
Won store sales competition for selling, resulting in a promotion offer with pay increase.
Assisted customers by finding needed [Type] items and checking inventory for items at other locations.
Offered product and service consultations and employed upselling techniques.
Built and maintained effective relationships with peers and upper management to drive team success toward common sales, service and operational goals.
Trained all new sales employees on effective sales, service and operational strategies to maximize team performance.
Coached team members on security risks and loss prevention to aid in mitigating store theft.
Cultivated professional client relationships by asking appropriate questions, identifying needs and providing insightful information regarding products.
Consulted with long-term, new and prospective customers to understand needs and propose ideal solutions.
Collaborated with retailers to strengthen product exposure with optimal locations, shelf positions and signage.
Followed up after sales to assess satisfaction and identify ongoing requirements.
Provided customers with recommendations to promote brand effectiveness and product benefits.
Greeted store customers promptly and responded to questions with knowledgeable service.

Education and Training

University of Chicago|City, StateBachelor of Science: Economics And Physics

Minor in Computer Science
Alpha Sigma Phi Member
Animal Legal Defense Fund Member
Booth Boxing Club Member
Tennis Team Member
Cheer-leading Team Member

College of DuPage||City, State|2020Associate of Science: Economics

Ranked in Top 10% of class
3.5 GPA
Entrepreneurship Club Member
Computer Science Club Member
Engineering and Technology Club Member
Paralegal Club Member
Chess Club Member
Tennis Team Member

Resume Overview

School Attended

University of Chicago
College of DuPage

Job Titles Held:

Financial Advisor
Relationship Banker
Customer Service Representative

Degrees

Bachelor of Science : Economics And Physics
Associate of Science : Economics

Financial Advisor Resume Example

DISCLAIMER

How this resume score could be improved?

Resume Overview

Create a job alert for [job role title] at [location].

Similar Resumes