- Montgomery Street, San Francisco, CA 94105
- Home: (555) 432-1000
- Cell:
- resumesample@example.com
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.
- Team leadership
- Sales
- Business development
- Financial expertise
- Accuracy
- Customer relations
- Organized
- Analytical
- Effective time management
- Advanced user of MS Office (Word, Outlook, PowerPoint, Excel)
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
- Series 6 Investment Company Products/Variable Contracts Limited Representative
- Series 63 Uniform Securities Agent State law License
- CA Life Insurance
- Notary Public
: , Expected in Current
San Diego State University - San Diego, CA
GPA:
Finance
English, Arabic and Aramaic
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