LiveCareer-Resume
Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
Summary

Skilled financial professional with over 10 years experience in the financial services industry. I'm dedicated, motivated, and very competitive in my career. I work diligently to build, maintain, and improve relationships with my customers, everyday. I have top tier customer service scores and was a sales champion for 3 consecutive years. I pride myself on effective communication and attention to detail to bring the highest level of service to my customers.

Highlights
  • Missouri Life and Variable Insurance License
  • FINRA Series 6 License
  • FINRA Series 63 License
  • FINRA Series 65 License
  • FINRA Series 7 License
  • Goal-oriented
  • People-oriented
  • Reliable
  • Excellent communication skills
  • Inspiring team leader
Experience
Financial Specialist, 01/2013 to Current
Sea Mar Community Health CentersMonroe, WA,
  • Proactively engaging bank customers to conduct overall financial reviews with an emphasis on savings and investing.
  • Coaching the branch staff on a daily basis as to what makes a great referral in order to increase our branch goals.
  • Partnering with multiple bank specialists to broaden our clientele to deliver a superior banking experience for our customers.
  • Driving investment revenue for the branch by using various investment channels according to the customer's investable assets.
  • Working closely with a Financial Advisor to find suitable investment solutions for our customers.
  • Targeting the mass affluent segment within the branch to bring a more sophisticated style of banking and investing atmosphere.
  • Making at least 50 contacts per week to set up a minimum of 10 appointments per week.
Licensed Financial Sales Consultant, 10/2009 to 01/2013
PNC BankCity, STATE,
  • Identified banking and investing opportunities for bank clients, by efficiently profiling all areas of their financial situation.
  • Conducted daily coaching sessions with the branch staff as to what makes a good referral.
  • Assisted customers with their lending needs by offering and selling HELOCs, HEILs, auto loans, secured and unsecured personal lines of credit.
  • Worked closely with a Financial Advisor to develop and implement a wide variety of investment planning recommendations.
Education
BBA: , Expected in 2008
Fontbonne University - Saint Louis, MO
GPA:

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

Disclaimer

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

How this resume scorecould be improved?

Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:

resume Strength

  • Clear Contact Info
  • Completeness
  • Length
  • Personalization
  • Target Job

Resume Overview

School Attended

  • Fontbonne University

Job Titles Held:

  • Financial Specialist
  • Licensed Financial Sales Consultant

Degrees

  • BBA

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

*As seen in:As seen in: