• Dashboard
  • Resumes
  • Cover Letters
  • Resumes
    • Resumes
    • Resume Builder
    • Resume Examples
      • Resume Examples
      • Nursing
      • Customer Service
      • Education
      • Sales
      • Manager
      • View All
    • Resume Search
    • Resume Templates
      • Resume Templates
      • Microsoft Word
      • Professional
      • Modern
      • Traditional
      • Creative
      • View All
    • Resume Services
    • Resume Formats
      • Resume Formats
      • Chronological
      • Functional
      • Combination
    • Resume Review
    • How to Write a Resume
      • How to Write a Resume
      • Summary
      • Experience
      • Education
      • Skills
        • Skills
        • Hard Skills
        • Soft Skills
    • Resume Objectives
  • CV
    • CV
    • CV Examples
    • CV Formats
    • CV Templates
    • How to Write a CV
  • Cover Letters
    • Cover Letters
    • Cover Letter Builder
    • Cover Letter Examples
      • Cover Letter Examples
      • Customer Service
      • Marketing
      • Sales
      • Education
      • Accounting
      • View All
    • Cover Letter Services
    • Cover Letter Templates
    • Cover Letter Formats
    • How to Write a Cover Letter
  • Questions
  • Resources
  • About
    • About
    • Reviews
  • Contact
  • jane
    • Settings
    • Help & Support
    • Sign Out
  • Sign In
Member Login
  • LiveCareer
  • Resume Search
  • Senior Retirement Associate/ Wise Associate
Please provide a type of job or location to search!
SEARCH

Senior Retirement Associate/ Wise Associate Resume Example

Love this resume?Build Your Own Now
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
Empower Retirement – Redwood 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
Suntrust Bank – 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
PNC Bank – 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 -
Build Your Own Now

DISCLAIMER

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:

73Average
Resume Strength
  • Completeness
  • Formatting
  • Word choice
  • Measurable results
  • Strong summary
  • Clear contact info
  • Typos

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 :

Create a job alert for [job role title] at [location].

×

Advertisement

Similar Resumes

View All
Product-Director-Product-Director-Medicare-&-Retirement	Associate-Director-Director-of-Operations-resume-sample

product-director-product-director-medicare-retirementassociate-director-director-of-operations

Lodge Management Group

Chicago , IL

Senior-Transfer-of-Assets-Associate-resume-sample

Senior Transfer of Assets Associate

Bickford Senior Living

Moline , IL

Retirement-Solutions-Representative-resume-sample

Retirement Solutions Representative

Cooper Standard

Livonia , MI

  • About Us
  • Privacy Policy
  • Terms of Use
  • Sitemap
  • Work Here
  • Contact Us
  • FAQs
  • Accessibility
  • EN
  • UK
  • ES
  • FR
  • IT
  • DE
  • NL
  • PT
  • PL
customerservice@livecareer.com
800-652-8430 Mon- Fri 8am - 8pm CST
Sat 8am - 5pm CST, Sun 10am - 6pm CST
  • Stay in touch with us
Site jabber winner award

© 2022, Bold Limited. All rights reserved.