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Financial Sales Consultant Resume Example

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FINANCIAL SALES CONSULTANT
Professional Summary
Customer Service professional with over 10 years experience as an effective advocate for clients.
Skills

Strong organizational skills

Meticulous attention to detail

Approachable

Dependable and reliable

Analytical & Critical thinking skills

Excellent communication skills

Licenses
Current PA Notary License
Work History
Financial Sales Consultant, 06/2012 to 07/2016
PNC Bank – Christiana, PA
  • Achieved highest level of Gallop measured customer service scores consistently throughout entire PNC employment.
  • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Achieved Orange Belt Certification in PNC Conversation.

Teller, 04/2011 to 05/2012
PNC Bank – Christiana, PA
  • Received regional branch recognition award for outstanding customer service.
  • As a team member performed teller duties, product assistance and incomparable customer service.
  • Promoted to Financial Sales Consultant after 12 months of employment.

Sorter/Lead Associate, 10/2008 to 04/2010
Goodwill Industries, Inc – East Earl, PA

  • Managed Cash flow within the shift including opening and closing cash drawers, creating bank deposits and insured adequate cash on hand for business day.
  • Motivated subordinates through clear direction and constructive feedback.
  • Trained new employees on company customer service policies and service level standards.
  • Promoted to Lead Associate within first year of employment.

Customer Service Associate, 08/2007 to 05/2008
Flower and Craft Warehouse – Blue Ball, PA
  • Communicated merchandise needs and issues to appropriate supervisors in a timely fashion.
  • Maintained visually appealing and effective displays for the Bath and Beauty Department.
  • Received a merit raise for strong attention to detail, exemplary customer service and team-layer attitude.

Education
Associate of Science: Secretarial Science, 08/1987-05/1989
Trinity Baptist College - Jacksonville, FL

Coursework: 10/2013-07/2014
DeVry University Online - Chicago, IL


Associate of Science: Nursing, 08/2014-12/2016 Projected
Pennsylvania College of Health Sciences - Lancaster, PA
Clinical experience in Medical-Surgical, Telemetry, Obstetrics, Pediatrics, Neurology, Mental Health and Neuro ICU.
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Resume Overview

Companies Worked For:

  • PNC Bank
  • Goodwill Industries, Inc
  • Flower and Craft Warehouse

School Attended

  • Trinity Baptist College
  • DeVry University Online
  • Pennsylvania College of Health Sciences

Job Titles Held:

  • Financial Sales Consultant
  • Teller
  • Sorter/Lead Associate
  • Customer Service Associate

Degrees

  • Associate of Science : Secretarial Science , 08/1987-05/1989
    Coursework : 10/2013-07/2014
    Associate of Science : Nursing , 08/2014-12/2016 Projected

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