Ambitious and self-motivated with experience in the Financial Services field, looking to obtain a position and grow within an organization where my work experience and education will add value to its operations.
Skills
Financial product knowledge
Credit & Lending
Financial advisement
Banking
Portuguese Speaking
Compliance, banking laws and regulations
Accurate Data Entry
Microsoft Office (Excel, Word, PowerPoint, Outlook)
Relationship Management
Self-motivated professional
Flexible & Adaptable
Skills
Financial product knowledge
:
Credit & Lending
:
Financial advisement
:
Banking
:
Portuguese Speaking
:
Compliance, banking laws and regulations
:
Accurate Data Entry
:
Microsoft Office (Excel, Word, PowerPoint, Outlook)
:
Relationship Management
:
Self-motivated professional
:
Flexible & Adaptable
:
Work History
Personal Banker, 01/2019 to Current Great Western Bank – Lincoln, NE,
Relationship Management - Build and maintain meaningful relationships with affluent clients.
Created innovative financial solutions to meet client needs and provide competitive edge.
Business Advocate - Work closely with business clients in meeting their credit and banking needs.
Networked to increase client base and encourage existing clients to expand financial portfolios.
Effectively used complex software to access customer details and databases.
Work in a team environment, leveraging partners such as Mortgage Bankers and Financial Advisors.
Interpersonal skills, with the ability to educate and influence.
Connecting with clients on daily basis, by phone, email and in person.
Assisted clients with setting up or closing accounts, completing loan applications, signing up for new services, notary services and wire transfers.
Efficiently solve problems as they arise.
Adhered to policy and procedures.
Maintain a high level of professionalism, integrity, and transparency.
Financial Consultant, 06/2017 to 01/2019 Aaa Southern New England – Marquette, MI,
Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
Established new accounts for high net worth individuals and serviced existing accounts.
Promoted all financial products by maintaining excellent service offering knowledge.
Worked closely with management to strategize sales techniques to increase branch production and customer service.
Established rapport with new clients to increase satisfaction and loyalty.
Completed special procedures for customers such as ordering new checks, stopping payments or wire transfers.
Upheld rigorous bank standards for loans, money handling and legal considerations.
Adhered to established security procedures and reported potential fraud for immediate recourse.
Adhered risk management policies to mitigate bank losses.
Teller, 06/2016 to 06/2017 Citizens Community Bancorp, Inc. – Eau Claire, WI,
Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
Rapidly and efficiently prepared customer and ATM cash and change orders.
Upheld strict financial controls by keeping funds secure and accurately transferring monies.
Processed quarterly vault and ATM audits with zero error rate.
Identified sales opportunities and referred customers to branch partners on platform.
Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
Collaborated with team members to discuss fraud trends and brainstorm methods to mitigate risk.
Account Representative, 02/2015 to 09/2016 Smc Corporation – Richmond, VA,
Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Utilized targeted marketing efforts to increase revenue, including email campaigns and cold calling.
Clerical tasks (Typing, Data Entering, Filing, photocopying, scanning, mail handling).
Proficiently utilized microsoft office tools such as Excel, PowerPoint and Word.
Education
Bachelor of Science: Finance, Expected in 06/2021 Southern New Hampshire University - Manchester, NH, GPA:
Current GPA 3.6
Dean's List
President's list
Member of National Society of Leadership and Success (NSLS)
Relevant course include: Applied Statistics, Macroeconomics, Microeconomics, Financial Accounting, Personal Financial Planning, Principles of Finance, Corporate Finance, Fundamentals of Investing, Financial Markets, Business Law I, Multinational Corp Finance, Money & Banking, Wealth Management, Public Finance, Fin Statements & Reporting Analysis, Managerial Accounting as well as others.
Certifications
NJ Notary Public
Safe Registered - NMLS 1645931
Professional Trader Course – Trading Academy (OTA)
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 score could be improved?
Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:
