Financial Services Representative resume example with 14+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105(555) 432-1000, resumesample@example.com
Professional Summary
Well-grounded leader experienced in banking and financial services pursuing challenging role within the financial industry . Successful at managing and building relationships to deliver a flawless client experience. Successful in leading every facet of new and ongoing business operations. Strategic thinker and tactical decision-maker with passion for serving clients and exceeding expectations. Creative problem solver skilled at de-escalating situations and driving positive change.
Skills
Business development and planning expertise
Analytical problem solving
Risk mitigation
Strong technical acumen
Financial analysis
Investment banking services
Financial Management
Understanding Of Financial Reporting
Financial Services And Products
Financial Budgeting And Reporting
Problem Resolution
Project Organization
Operational Improvement
Process Improvement
Digital Banking Products And Services
Onsite And Remote Services
Administration
Performance Management
Exceptional Client Service Skills
Staff Recruitment and Hiring
Work History
04/2016 to CurrentFinance ManagerGenealogybank | Minneapolis, MN,
Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
Reduced marketing costs by streamlining marketing roles, leveraging communications materials, and monitoring budgets.
Enhanced profitability to achieve marketing objectives and drive productivity and growth from concept to implementation.
Considered business demands and customer preferences when developing pricing structures and marketing plans.
Established, initiated and optimized business. development strategies based on company targets, product specifications, market data and budget factors.
Created organizational structures to improve accounting and finance functions.
Executed optimal sales strategies to achieve commercial goals for Chicago land market.
Improved overall financial reporting by streamlining control processes and reporting structures.
Increased revenue 10 % by assisting with operations management, including sales and marketing efforts.
07/2009 to 04/2016Branch Manager III (NMLS# 752315)Rasmussen College | Fargo, ND,
Assessed employee performance and developed improvement plans.
Resolved escalated client issues, which boosted retention rates.
Maintained friendly and professional client interactions.
Met deadlines by proactively managing individual and team tasks and streamlining processes.
Managed multiple branches with average of $150 million + in deposits.
Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations.
Reviewed loan applications against established parameters.
Managed branch team with 14 client service representatives.
Developed business plan for maximum profitability and effectiveness.
Expert financial advice on mortgage, educational and personal loans.
Monitored more than 300 Business client relationships per month.
Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
Developed prospects for new loans though weekly cold calling.
Engaged employees in business processes with positive motivational techniques.
Identified and capitalized on community business opportunities with effective networking.
06/2006 to 09/2009Branch Manager I (NMLS# 752315)US Bank | City, STATE,
Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act.
Originated, reviewed, processed, closed and administered client loan proposals.
Accomplished multiple tasks within established timeframes.
Oversaw entire loan process to ensure clients received exceptional service.
Cross-trained existing employees to maximize team agility and performance.
Established and updated work schedules to account for changing staff levels and expected workloads.
Raised performance in areas of sales, management and operations by identifying and targeting areas in need of improvement.
Successfully closed average of 10 loans per month.
Advised clients on mortgage, home equity and personal loans.
Expertly grew loan book by of $1.2 million per quarter.
Assigned tasks to associates, staffed projects and updated all involved parties to enhance optimal business flow.
Education
Expected in | College Of Engineering University Illinois At Chicago, Chicago, ILGPA:
Expected in Associate of Science | Computer ScienceMorton College , Cicero, ILGPA:
Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.