Financial Specialist Resume Example
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.
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Monroe , 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.
City , 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.
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Resume Overview
School Attended
- Fontbonne University
Job Titles Held:
- Financial Specialist
- Licensed Financial Sales Consultant
Degrees
- BBA
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