premier banker resume example with 6+ years of experience
Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
Summary
Driven Financial Representative offering a 3-year track record working with financial products. Handles diverse range of financial needs, including retirement planning, insurance advisement and holistic planning. Specializes in legacy building, tax minimization strategies, and protecting assets.
Skills
Tax-Qualified Accounts
Roll-overs and transfers
Asset allocation and diversification
Customized insurance solutions
Retirement income planning
Wealth Management
Series 7, 63, & 66 licenses
Notary license
Banking software and applications
Education and Training
Rancho Cucamonga High SchoolRancho Cucamonga, CAExpected in 4 2011 ā āHigh School Diploma:Business - GPA:
Mt San Antonio CollegeWalnut, CAExpected in 5 2013 ā āAssociate of Business Administration:Financial Planning And Services - GPA:
Certifications
Life & Health Insurance License
Long Term Care Insurance
Series 63
Series 66
Series 7
CPR certified
Licensed Notary Public
Experience
Truist Financial Corporation - Premier Banker Alpharetta, GA, 03/2021 - Current
Navigated Wells Fargo platforms and procedures to fulfill affluent client expectations including notarization of Certification of Trustee and handling business and trust documents.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Frequently scored first and second quartile amongst my peer group in all categories.
Worked closely with team members to deliver practical results for our affluent clientele.
Interacted with prospects by asking appropriate open-ended questions such as examining and assessing their needs in relation to their financial situation, and tailoring bank products and services to their specific needs.
Followed licensed banker referral only model to transition affluent clients to their appropriate Wells Fargo partner to meet their unique financial needs.
Managed risk effectively by referring to branch procedures in order to stay compliant and uphold Wells Fargo's good name and business standards.
Acquired over 400 new clients within 2 years, and responsible for over $10 million USD in portfolio in investments, and deposit balances
Financial representative licensed in securities, as well as insurance, creating holistic financial plans, and joint accounts in excess of $2,000,000 each.
#1 in my region, for boosting branch sales, by 40% and, exceeding quarterly sales target; by providing exceptional customer experiences
Experience in planning portfolio growth, for a wide variety of individuals including retirees, business owners, sophisticated, and accredited investors
Specialist in retirement income planning, providing advice, in regards to required minimum distributions from Tax-Qualified accounts, and annuities to meet base-line income needs.
Veteran advisor, providing sales training to grow team assets under management, by 24 million USD across 2019, and 2020.
Bankers Life - Licensed Insurance Producer City, STATE, 09/2016 - 09/2017
Professionally evaluated clients current situations. Finding interviews to address uncovered risks that pose significant threats to their financial plan.
Life Insurance top producer 3 years in a row. Premiums ranging from $50 per month term, and final expense plans, to high premium equity indexed universal life policies with premiums that sometimes exceed, $12,000 per year, to single-premium whole life policies ranging from $30,000 - $100,000.
Business insurance professional, writing Buy-Sell Agreements, Key-Man Insurance, and group life, and health insurance for employees, and management.
Top Negotiator for high premium insurance deals in high intensity sales cycles involving multiple brokers competing for business, with premiums ranging from $12,000 - $100,000 per year.
Long-term care insurance specialist, writing on average 54-60 stand alone long-term care insurance policies each year, or about $115,000 in annual premiums.
Organized, and optimized digital marketing campaigns by implementing, Click Funnels CRM solution boosting lead generation by an average of 33%.
DSC Logistics Inc. - Customer Service Logistic Manager City, STATE, 10/2014 - 08/2016
Monitored metrics, and marketing investments to assess performance and implement continuous improvements.
Held weekly meetings with Director of Operations to identify techniques to overcome sales obstacles.
Increased regional market share 250% within 4 months.
Grew market penetration, and sales figures by leveraging supplier relationships, and personally overseeing negotiations resulting $5 million USD revenue increase.
Increased sales volume by expanding product line to new retailers, including warehouse clubs and natural food chains.
Created and launched new online marketing strategies, resulting in 400% sales increase.
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