To employ my knowledge and experience with the intention of securing a professional career with opportunity for challenges and career advancement, while gaining knowledge of new skills and expertise.
Skills
Team leadership
Sales
Business development
Financial expertise
Accuracy
Customer relations
Organized
Analytical
Effective time management
Advanced user of MS Office (Word, Outlook, PowerPoint, Excel)
Experience
Relationship Banker, 2014 to Current Limestone Bank – Elizabethtown, KY,
Focus on affluent clients with balances over 100k
Calling with specialized partners to acquire new prospective clients
Focus on meeting customer's lending needs (mortgage loans, equity, lines of credit etc.)
Meeting with clients regarding their retirement and future investment needs
Build life-long relationships with new and existing clients
Work closely with JP Morgan partners (Business Wealth Management, Mortgage, and Financial Advisor's etc.)
Customer Sales & Service Representative, 2013 to Applied Industrial Technologies, Inc. – New Berlin, WI,
Maintained an extremely high satisfaction level among new and existing customers
Highly knowledgeable about all bank products and shared information with customers
Build relationships with customers and refer them to specialists
Processed daily monetary transactions with no error
Personal Banker, 2013 to 2014 First Fidelity Bank – Phoenix, AZ,
Servicing new and existing accounts
Established strong rapport with significant consumer and business clients to encourage long-term business
Discussed and analyzed needs and requirements with customers for financial products and services
Dealt with daily customer concerns, assisting in resolutions satisfying to both client and management
Consistently maintained a pace of exceeding monthly quotas for starting new accounts, loans, and partner referrals
Certifications
Series 6 Investment Company Products/Variable Contracts Limited Representative
Series 63 Uniform Securities Agent State law License
CA Life Insurance
Notary Public
Education
: , Expected in Current San Diego State University - San Diego, CA GPA:
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:
