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Candidate's Name
Street Address  1st Ave NWNew Brighton, MN Street Address
EMAIL AVAILABLE (PHONE NUMBER AVAILABLEPROFILE SUMMARYDynamic financial professional with long-standing record of success within customer-centric environments. Adept at scaling customized solutions which align to unique client needs to enhance satisfaction and retention. Multi-faceted leader recognized for excellent interpersonal, communication, analytical, problem solving, and decision making skills. Technically proficient in MS Office Suite.Areas of expertise include:Consultative Services Financial Transactions Regulatory Compliance Team Leadership Issue Resolution Retirement Products Mutual Funds Pension Planning Annuities Best Practices Continuous ImprovementWORK EXPERIENCESuperviourThe Villas at New Brighton Hospital, New Brighton, MN 01/2023  presentManaging incoming calls.Identifying customers' needs.Responding promptly to customer inquiries.Keeping records of customer interactions, transactions, comments, and complaints.Printing the documents.Scanning the Documents.Did not work from 1/2021  12/2022 he was affected by CovidCustomer Service RepresentativeAmeriprise Financial, Minneapolis, MN 08/1998  12/2020Executed a wide range of customer-facing services to promote the highest level of satisfaction. Operated as a key point of contact in resolving a broad spectrum of inquiries, queries, and escalations. Derived comprehensive solutions to align to unique customer requirements. Provisioned consultative services in financial transactions, out-processing transfers, third-party engagements, mutual funds certificates, 403(B) retirement products, and 401(K) pension plans. Ensured compliance to all applicable regulatory frameworks, service level agreements, quality assurance measures, and performance standards.Utilized advanced analytical and problem solving skills to ameliorate complex issues.Championed the highest level of customer service to enhance overall retention rates.Demonstrated innovative problem solving capabilities in fast-paced and challenging environments.Cultivated a transformative work environment committed to operational excellence.Showcased robust attention to detail, pragmatic leadership capability, and robust decision making capacity.Leveraged Kaizen and LEAN methodologies to bolster efficiency, accuracy, and productivity.Operate the printers, copiers, scanner, faxing machine etc. at office premises.Scan, Sort, print, copy and pull documents.send and receive emails, find, open and save documents and files, perform data entryCERTIFICATIONS AND TRAININGSeries 6 and Series 63 LicensesKaizen CertificationLEAN Six Sigma MethodologiesLeadership TrainingVOLUNTEER AFFILIATIONSName of Nursing Home (2020  Present)