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Risk Management Financial Representative...
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Title Risk Management Financial Representative
Target Location US-IL-Peoria
Email Available with paid plan
Phone Available with paid plan
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EMAIL AVAILABLE PHONE NUMBER AVAILABLEEDUCATIONRockford University  Rockford, IL August 2020  December 2024 Bachelor of Science in Financial Economics, Minor in Business Administration WORK EXPERIENCENorthwestern Mutual, Peoria, IL June 2024  September 2024 College Financial Representative Internship Conducted financial needs assessments for clients to determine their investment goals and risk tolerance. Assisted in creating personalized financial plans and recommendations based on client profiles. Participated in client meetings and presentations alongside senior advisors to gain insight into client relations and financial advising practices.Better Banks, Dunlap, IL September 2019 -- August 2020 Bank Teller Provided customers individualized attention, answered questions, and swiftly resolved problems to guarantee high levels of satisfaction and retention. Developed efficient risk management procedures to identify and stop fraudulent activity, enhancing the safety of the financial environment. Worked in tandem with teammates to optimize operational processes, which decreased the amount of time needed to conduct transactions.McDonalds, Peoria, IL March 2017  April 2019Cashier Oversaw high-volume cash register operations, accurately and quickly processing customer orders while preserving a kind and inviting attitude. Proactively responded to complaints and concerns from patrons, showcasing good problem-solving abilities Maintained order and cleanliness in the front-end area, replenishing supplies and cleaning surfaces to satisfy hygienic requirements and providing visitors with a comfortable stay. Trained and oversaw new team members, offering direction on best practices, company rules, and procedures to advance operational excellence.Awards and Certifications Financial Economic Student of The Year Spring 2024 Distinguished Scholar Spring 2024 Life Insurance Licensed June 2024  September 2026 Health Insurance Licensed June 2024  September 2026 SkillsFinancial Management: Well-versed in investment management concepts, such as risk assessment, asset allocation plans, and portfolio analysis. Proven capacity to evaluate market trends and financial data to make wise investment choices. A solid grasp of financial instruments, including derivatives, equities, bonds, and mutual funds. Risk Management: Skilled in identifying and assessing potential hazards in investment portfolios. Knowledge of putting risk management systems in place to protect assets. Customer Relationship Management: Outstanding interpersonal and communication abilities, with a past of establishing and preserving enduring connections. Capable of comprehending and resolving client issues and demands, leading to elevated degrees of contentment and loyalty. Work effectively in collaborative settings, participating in team activities and projects.

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