LiveCareer-Resume

personal financial representative resume example with 20+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Dedicated Manangement professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Experienced with over 15 years of experience in Banking management and the Financial industry. Excellent reputation for resolving problems and improving customer satisfaction. Reliable employee seeking onboarding or recruiting position. Offering excellent communication and good judgment. Hardworking and passionate job seeker with strong organizational skills Ready to help a team achieve company goals.

Skills
  • Attention to Detail
  • Service-Oriented
  • Client Interviews
  • Portfolio Management
  • Client Recruiting and Retention
  • Client Engagement
  • Customer Expectations Management
  • Client Needs Assessment
  • Client Confidentiality
  • Investment Guidance
  • Honest and Ethical
Work History
Personal Financial Representative, 11/2012 - Current
Salal Credit Union Seatac, WA,
  • Advised clients on portfolio allocation and various investment types.
  • Initiated customer relationships through prospecting, lead utilization, local market and community involvement, acquiring 50 new clients per annually.
  • Monitored clients' accounts to determine needed changes to improve performance or accommodate life changes such as getting married or having children.
  • Analyzed clients' financial situations to offer products to improve standard of living.
  • Performed quantitative analysis of financial investments to minimize risks.
  • Sold $15,000,000 in life insurance, retirement instruments and investments annually.
  • Kept client financial plans optimized for current market trends and economic conditions.
Branch Manager, 12/2006 - 10/2012
Tk Elevator Little Rock, AR,
  • Assessed expansion plans and presented costs to forecast trends and recommend changes.
  • Boosted branch sales by developing and deepening customer loyalty through incentive programs.
  • Consulted with representatives of regulatory agencies to complete accurate filings and uphold strict compliance.
  • Engaged employees in business processes with positive motivational techniques.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Identified and capitalized on community business opportunities with effective networking.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations.
  • Complied with Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Assessed employee performance and developed improvement plans.
  • Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
  • Maintained friendly and professional customer interactions.
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
Operations Manager, 01/2004 - 11/2005
Pacific Dental Services Melbourne, FL,
  • Worked in matrix management environment with oversight of division level managers, operations, sales, finance, human resources, safety and compliance.
  • Devised processes to boost long-term business success and increase profit levels.
  • Established and administered annual budget with controls to prevent overages, minimize burn rate and support sustainability objectives.
  • Implemented ticket tracking system and worked with team to create customized system for improved tracking and logging of work issues.
  • Identified and resolved unauthorized, unsafe or ineffective practices.
  • Established positive and effective communication among unit staff and organization leadership, reducing miscommunications and missed deadlines.
Branch Manager, 06/1995 - 01/2004
Ubs Gainesville, FL,
  • Consulted with representatives of regulatory agencies to complete accurate filings and uphold strict compliance.
  • Engaged employees in business processes with positive motivational techniques.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Developed and delivered polished sales presentations in order to highlight product and service quality.
  • Identified and capitalized on community business opportunities with effective networking.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations.
  • Increased monthly staff retention rate after implementing new training programs.
  • Complied with Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Assessed employee performance and developed improvement plans.
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
  • Maintained friendly and professional customer interactions.
  • Generated dramatic improvements across entire sales cycle.
Education
Financial Licenses: Series 6, 63, 65, 7 And Life And Health Licenses, Expected in 03/2009
-
AD Banker - St. Louis, Missouri,
GPA:
Status -
High School Diploma: , Expected in 05/1989
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Mississippi Valley School - Alton, IL,
GPA:
Status -

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Resume Overview

School Attended

  • AD Banker
  • Mississippi Valley School

Job Titles Held:

  • Personal Financial Representative
  • Branch Manager
  • Operations Manager
  • Branch Manager

Degrees

  • Financial Licenses
  • High School Diploma

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