Relationship Specialist
Charles Schwab Advisor Services Laveen,Arizona
, employee of the month awards and high productivity recognition . Work History Relationship Specialist , 07/2015 to Current Charles Schwab Advisor Services Primary point of contact for advisory...distributions , new accounts , and retirement distributions . Retail Operations Specialist , 01/2010 to 07/2015 Charles Schwab Account Solutions Opening new accounts and assisting branch
Financial Relationship Specialist
CommunityAmerica Credit Union Independence,Missouri
restaurants then switched my career from a bartender/restaurant management to a financial relationship specialist for a financial institution . I am a hardworking , dedicated employee that is always willing...going above and beyond normal job expectations . Experience 11/2015 to 06/2016 Financial Relationship Specialist Community America Credit Union - Independence , MO Opened new customer accounts , including
Banking Relationship Specialist
Farmers and Merchants Bank Los Angeles,California
daily cash drawers and vaults totaling an average of $ 900 , 000 . Experience Banking Relationship Specialist Jul 2005 to Sep 2011 Farmers and Merchants Bank - Long Beach , CA Customer Assistance Worked
Commercial Relationship Specialist
Panorama City,California
Human and Health Development Academy Honors in English and Chemistry Work History Commercial Relationship Specialist , 01/2020 to Current Technicolor Federal Credit Union – Burbank , CA Conducts initial...problems and quickly processing transactions , Skills Advanced clerical knowledge Consumer banking specialist Rapid data entry skills Problem , solver Goal , oriented Analytical Excellent written and oral
Customer Relationship Specialist /Analyst
Microbac Laboratories Inc. Fort Lauderdale,Florida
relationships , cultivating partnerships and growing businesses . Work History Customer Relationship Specialist /Analyst , 08/2017 to 04/2019 Microbac Laboratories Inc . - Richmond , VA The liaison
Relationship Specialist II
Synovous Bank Miami,Florida
professional skills for advancement towards company goals . Work History Synovous Bank - Relationship Specialist II Miami , Florida 02/2018 - 07/2019 Accurate cash handling , accounting and balancing...with a passion for building customer loyalty through public contact , exceptional listening , relationship building , and strong written and verbal communication Ability to work in a fast paced metric...annual bank - related in - house compliance training programs American Express - Customer Service Specialist Miami , Florida 10/2016 - 02/2018 Customer service experience in a contact center environment
Member Relationship Specialist (Retention Rep)
Christian Care Ministry Colorado Springs,Colorado
organizational leadership and motivation techniques Work History 11/2018 - Current Member Relationship Specialist (Retention Rep) | Christian Care Ministry - Colorado Springs , CO Operated in self -...situations to evaluate needs and deliver care 03/2005 - 10/2012 Front Office Manager/ Marketing Specialist | Premier Real Estate Group - Colorado Springs , CO Established and updated work schedules
Relationship Specialist ( Team Lead)
Wells Fargo Home Mortgage Oceanside,California
resolution effective pipeline managementorganizedcomputer proficient Professional Experience Relationship Specialist ( Team Lead) 10/2012 to 07/2013 Wells Fargo Home Mortgage Costa Mesa , CA Assist with pipeline... systems and government policies to attain solutions and increase production . Loan Document Specialist 02/2012 to 10/2012 Wells Fargo Home Mortgage Costa Mesa & San Deigo , CA Ordering , reviewing
Kitchen Assistant
Douglas County Jail Superior,Wisconsin
storage , and service areas to maintain established , regulatory guidelines . Member Relationship Specialist Superior , WI Superior Community Credit Union / Oct 1993 to Aug 2016 Executed loan origination
Financial Relationship Consultant
Regions Bank Gotha,Florida
contacts into potential clients through networking , consistency and credibility Financial Relationship Specialist , 09/2017 to 06/2018 Regions Bank – Orlando , FL • Educated clients on various financial...Innovative Attention to detail / Organized Adaptability - Quick Learner Work History Financial Relationship Consultant , 06/2018 to Current Regions Bank – Miami Beach , FL Managed client investment portfolios
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