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PROFESSIONAL SUMMARYSKILLSEXPERIENCECandidate's Name
ALTAMONTE SPRINGS, FL 32701PHONE NUMBER AVAILABLE EMAIL AVAILABLEOrganized Financial Advisor with 17+-year background working with customers to achieve financial goals and maintain assets. Well-versed in financial principles.Talented advisor skilled at completing daily assignments and contributing to team success. Always willing to take on any task. Adapts quickly to new needs and policies. Focused advisor delivers consistent and professional work for every assignment. Offers 17+ years in banking industry. Reliable candidate ready to take on challenges using problem-solving and task prioritization skills to help team succeed.Willing to take on any task to support team and help business succeed. Dedicated professional with demonstrated strengths in customer service, time management and trend tracking. Good at troubleshooting problems and building successful solutions. Excellent verbal and written communicator with strong background cultivating positive relationships and exceeding goals. Dependable employee seeking opportunity to expand skills and contribute to company success. Considered hardworking, ethical and detail-oriented. Client Relations  Financial Services  Education funding Conflict resolution  Reporting  Financial Advising Attention to Detail  Critical Thinking  Honest and Dependable Organizational Skills  Product PromotionFEBRUARY 2006-OCTOBER 2023Financial AdvisorJP Morgan Chase Lake Mary, FL Answered concerns of the client Resolved any issues the clients had about their accounts Started fraud investigations on clients behalf Filed disputes for clients Helped clients with card accounts, checking and savings accounts Helped clients redeem rewardsFostered strong relationships with clients by providing excellent customer service through regular communication and meetings.EDUCATIONLANGUAGE Guided clients toward profitable and secure financial decisions Diploma - General Studies June 1984Gardner High, Gardner, MaNativeEnglish