- , , 100 Montgomery St. 10th Floor
- Home: (555) 432-1000
- Cell:
- resumesample@example.com
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.
| Accurate Data Entry
Microsoft Office (Excel, Word, PowerPoint, Outlook)
Relationship Management
Self-motivated professional
Flexible & Adaptable
|
Financial product knowledge
:
Compliance, banking laws and regulations
:
Microsoft Office (Excel, Word, PowerPoint, Outlook)
:
Self-motivated professional
:
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.
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.
- NJ Notary Public
- Safe Registered - NMLS 1645931
- Professional Trader Course – Trading Academy (OTA)
- Second language, Portuguese - Fluent
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