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Senior Retirement Associate/ Wise Associate Resume Example

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SENIOR RETIREMENT ASSOCIATE/ WISE ASSOCIATE
Professional Summary
Highly-accomplished and detail-oriented professional with 8 years of banking and financial experience, and 3 years of management experince as well.  Expertise in building and maintaining professional relationships with co workers and outside professionals.  Accomplished in selling, financial solutions and products to drive sales goals and revenue generation.
Skills

Series 6 and 63 licensed

Knowledge and experience in Microsoft office

Experience in conducting customer counseling, staff briefings, and oral presentations.

Demonstrates an ability to follow oral and written instructions and complete tasks independently.


Experience in establishing and maintaining effective working and reporting relationships with a wide variety of persons, businesses and community associations.

Knowledge of the values and practices needed to align customer needs and satisfaction as an essential factor in all business decisions.

Work History
Senior Retirement Associate/ Wise Associate, 05/2016 to Current
Company Name – City
  • Providing outstanding customer service to inbound callers while responding to their inquiries and request on retirement and employee benefit plans.
  • Share knowledge of T. Rowe Price investment products and services.
  • Help participant navigate through all of their retirement and investment options to assist them in making smart choices decisions around retirement.
  • Guide participant through online account functions.
  • Work closely with colleagues to research and resolve any discrepancies with participant accounts.
  • Complete and compliance training and adhere to procedures and controls
  • Create a professional career development plan and take advantage of any and all opportunities to make a impact on the team.
Assistant Branch Manager/ Teller Coordinator, 04/2015 to 05/2016
Company Name – City
  • Managed coached and developed a staff of 5 in a busy high volume branch.
  • Create action plans with each employee to ensure all leads are worked effectively to ensure an increase in revenue and loyalty through proactive interactions with clients.
  • Assist tellers in executing customer transactions, including deposits, withdrawals, money orders and checks.
  • Responds orally and in writing to inquiries regarding banking products such as checking, savings, loans and lines of credit.
  • Utilizes problem solving skillset to effectively settle conflicts and ensure quality customer and community interactions.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Processed monthly Vault and ATM audits with a zero error rate.
  • Coordinated daily cash reconciliation at a high-volume location.
  • Maintained friendly and professional customer interactions.
Financial Sales Consultant, 10/2012 to 10/2012
Company Name – City
  • Charged with developing community partnerships and staffing major community events.
  • Coordinated branch's partnership with Langston Hughes Elementary School, which promoted financial literacy and in-school banking for students in Pre-K through grade 5.
  • Worked closely with local business to help them attract, retail, and increase employee satisfaction by offering Work Place Banking to all employees.
  • Engaged employees in PNC Workplace banking program by attending  Benefits fairs, Employee meetings, Open Enrollment week, and employee festivals.
  • Facilitated community-based financial literacy courses in low-income areas.
  • Supervised a branch team consisting of customer service representatives and tellers.
  • Coached employees to achieve performance and activity expectations.
  • Assisted in the performance management process for all employees.
  • Created strategies to develop and expand existing customer sales in order to proactively achieve sales targets and customer loyalty.
  • Submitted loan applications for verification and recommendation.
  • Maintain long standing relationships with customers, employers, employees and community officials.


Education
High School Diploma: 2007
Milford Mill Academy - City

Associates: Finance , Current
Community College of Baltimore County - City, State
  • Coursework in Finance and Economics
Associates: Community College of Baltimore County -
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Resume Overview

School Attended

  • Milford Mill Academy
  • Community College of Baltimore County

Job Titles Held:

  • Senior Retirement Associate/ Wise Associate
  • Assistant Branch Manager/ Teller Coordinator
  • Financial Sales Consultant

Degrees

  • High School Diploma : 2007
    Associates : Finance , Current
    Associates :

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