Financial Specialist Resume Example PNC Bank

FINANCIAL SPECIALIST

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

PNC BankFebruary 2013 to CurrentFinancial Specialist
Saint Louis, MO

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.

PNC BankNovember 2009 to February 2013Licensed Financial Sales Consultant
Saint Louis, MO

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

Fontbonne University2008BBASaint Louis, MO

Resume Overview

Companies Worked For:

PNC Bank

School Attended

Fontbonne University

Job Titles Held:

Financial Specialist
Licensed Financial Sales Consultant

Degrees

Financial Specialist Resume Example

Resume Score: 65%

Resume Overview

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