financial relationship consultant resume example with 7+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

Proven performer, adaptable and transformational leader with an ability to work independently, as well as collaboratively to develop opportunities that further establish organizational goals.

  • Excellent customer service skills, including written and oral communication skills in English, Spanish and Portuguese.
  • Proficient with Microsoft Office- Access, Excel, Word and Power-Point.
  • Capable of working well independently, as well as in a team.
  • Effective Communication Skills
  • Strong Work Ethic
  • Critical Thinking- Innovative
  • Attention to detail / Organized
  • Adaptability- Quick Learner

Work History
Financial Relationship Consultant, 06/2018 - 03/2020
Regions Financial Corporation Auburn, AL,
  • Managed client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan
  • Highlighted values and educated clients on financial products
  • Managed quality assurance program including on site evaluations, internal audits and customer surveys
  • Developed and executed plans to monitor standard process adherence
  • Educated clients on various financial matters
  • Instituted to contribute to long-term plans for organization business processes
  • Followed quality standards and procedures to minimize errors and maximize customer satisfaction
  • Determined and recommended methods to address improvement opportunities
  • Generated new business leads through direct customer engagement, deploying inbound and outbound marketing tactics and developing and optimizing informative content
  • Converted community contacts into potential clients through networking, consistency and credibility
Financial Relationship Specialist, 09/2017 - 06/2018
Regions Financial Corporation Ball Ground, GA,

• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
• Cultivated and strengthened relationships with new and existing clients.
• Provides a consistent optimal customer experience, primarily handling customers' transactional needs, including but not limited to performing teller activities such as deposits, withdrawals, payments, and balancing.
• Ensures safe and sound banking practices, including adherence to all applicable laws and regulations.
• Achieves required levels of outbound phone calls using generated customer and prospect lead lists to educate customers on emerging technology and assist with meeting their financial needs.
• Refers customers to an internal team of experts when more complex financial goals and needs are recognized.
• Educates customers on standard consumer products, emerging bank technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier.

Human Resources Assistant, 08/2014 - 09/2017
Epic Rochester, MN,
  • Assisted with meetings and presentations within company
  • Delivered friendly assistance with new hires throughout interviewing and hiring process
  • Recruited and screened qualified potential employees
  • Troubleshot and resolved problems with HR software to enhance production support and minimize downtime
  • Improved office efficiency by effectively managing internal communications and correspondence
  • Collected and analyzed information to monitor compliance outcomes and identify and address trends of non-compliant behavior
  • Improved organizational filing systems for confidential employee records, resulting in improved accessibility and efficiency
  • Performed various administrative functions, including filing paperwork, delivering mail, sorting mail, office cleaning and bookkeeping
Clerk, 10/2012 - 08/2017
Department Of Homeland Security Fort Wayne, IN,
  • Provided clerical support to company employees by copying, faxing and filing documents
  • Interacted with customers professionally by phone, email or in-person to provide information and directed to desired staff members
  • Kept physical files and digitized records organized for easy updating and retrieval by authorized team members
  • Provided quality clerical support through data entry, document management, email correspondence and overseeing operation of office equipment
  • Reviewed and streamlined digital file systems to reduce usage errors
  • Maximized office productivity by digitizing and reorganizing files
  • Worked closely with several departments to type, edit and format memos with accurate and informative information
  • Maintained accurate and current alphanumeric filing system for optimal recordkeeping efficiency
  • Assist with Payroll/ Daily Labor Reports / PlanSource Benefits / ADP
High School Diploma : , Expected in 06/2010
Olympia High School - Orlando, FL
Status -
Associate in Arts: , Expected in 06/2013
Valencia College - Orlando, FL
Status -
Bachelor : Foreign Language And Literatures, Expected in 05/2016
Florida International University - Miami, FL
Status -

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Resume Overview

School Attended

  • Olympia High School
  • Valencia College
  • Florida International University

Job Titles Held:

  • Financial Relationship Consultant
  • Financial Relationship Specialist
  • Human Resources Assistant
  • Clerk


  • High School Diploma
  • Associate in Arts
  • Bachelor

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

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