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Click here or scroll down to respond to this candidateCandidate's Name
Lithonia, GA Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLECareer Objective: Financial Solutions AdvisorSummaryConsistently surpassed company sales & service goals for 3 former employers. Achieved over 10 years of profitable experience as a results driven business manager. Initiated a banking Small business mixer program that was adopted nationally. Seamlessly able to adapt & perform in diverse (time sensitive) environments with a high attention to detail - while seeking incremental improvement. Developed a passion for exceeding the expectations of clients and superiors while instilling the same in those I am coaching.ExperienceDecember 2022 June 2024Wells Fargo Bank, N.A.Atlanta, GAPremier Client BankerRelentlessly acquired new consumer and small business customers, and continuously worked to deepen existing relationships. Escalated potential fraudulent banking issues or business risks that required an in-depth evaluation to case management teams with recommendations. Advised customers on various aspects of recommended and available financial options and/or services. Provided skilled guidance & expert advice while managing client relationships through regular meetings, check-ins & follow-ups. Facilitated morning team huddle meetings to cover objectives and plan strategy for the day. March 2020-November 2022J.P.Morgan Chase BankAtlanta, GAPrivate Client Banker II /Assistant Vice President By using a hands-on and practical approach to generate growth in their balances, my goal was to consistently show clients why they usually have more viable options with our organization. My main focus was to not only retain every profitable relationship, but to generate new opportunities for the bank & the client whenever possible. One of the most effective ways to do this was to really get to know who the individual is as a person or business owner. In doing this, I had the best chance to ensure each client felt valued and received the optimal products & services for his or her unique situation (and earn the right to ask for more of their business).March 2015-January 2020E*TRADE Financial Securities, LLCAlpharetta, GASenior Financial Representative Equity Compensation Department I was accountable to accurately collect equity plan participant financial information, analyze and evaluate their financial situation, identify investment objectives, and make referrals to licensed advisors within the Executive, Platinum and Elite service groups. In addition, I would also provide precise instruction on opening new investment accounts, lines of credit and trading platforms. My position also cross trained and provided back-up for Chat, Tax & Retirement and Account Activation teams. I would be responsible to execute trades for clients to buy & sell stock and exercise options. November 2007-March 2015OfficeMaxAtlanta, GAIMPRESS Department SupervisorEducationKennesaw State University, Kennesaw, GABachelor of Arts ~ Business ManagementCompleted |
