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
Empower Retirement – NJ, State
Empower Retirement – NJ, State
- 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
Texas Credit Union – Allen , TX
Texas Credit Union – Allen , TX
- 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
Hillyard – East Hartford , CT
Hillyard – East Hartford , CT
- 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 – City , STATE
Flower And Craft Warehouse – City , STATE
- Communicated merchandise needs and issues to appropriatesupervisors 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 - City, State
Trinity Baptist College - City, State
Coursework: 10/2013-07/2014
DeVry University Online - City, State
DeVry University Online - City, State
Associate of Science: Nursing, 08/2014-12/2016 Projected
Pennsylvania College of Health Sciences - City, State
Clinical experience in Medical-Surgical, Telemetry, Obstetrics, Pediatrics, Neurology, Mental Health and Neuro ICU.
Pennsylvania College of Health Sciences - City, State
Clinical experience in Medical-Surgical, Telemetry, Obstetrics, Pediatrics, Neurology, Mental Health and Neuro ICU.
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Resume Overview
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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