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Senior Financial Advisor Resume

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PA

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SUMMARY:

  • Young professional with a strong academic foundation and award - winning work performance, eager to take the next step in his career

PROFESSIONAL EXPERIENCE:

Confidential, PA

Senior Financial Advisor

  • Help clients meet and exceed their financial goals
  • Financial and Retirement Planning
  • Assist multiple branches with Investments
  • Train and develop Licensed Bankers to meet and exceed their Investment goals.

Confidential, OH

Branch Manager

  • Run the day to day operations for the branch
  • Educate prospective customers about the banks products and services
  • Open accounts, credit cards, loans, etc.
  • Set appointments with businesses to acquire new relationships
  • Run branch meetings on a daily basis
  • Make sure the branch is exceeding goals set forth by the company
  • Coach all colleagues to ensure they are on track to exceed their personal goals

Confidential, Pennsylvania

Branch Manager II

  • Run the day to day operations for the branch
  • Educate prospective customers about the banks products and services
  • Open accounts, credit cards, loans, etc.
  • Set appointments with businesses to acquire new relationships
  • Run branch meetings on a daily basis
  • Make sure the branch is exceeding goals set forth by the company
  • Coach all colleagues to ensure they are on track to exceed their personal goals

Confidential, Pennsylvania

Assistant Branch Manager I

  • Assist bank customers with their transactions on the teller line
  • Educate prospective customers about the banks products and services
  • Open accounts, credit cards, loans, etc.
  • Market bank products to potential customers
  • Provide coaching support for colleagues to help each of them go above and beyond their personal goals

Confidential

Banker

  • Assist bank customers with their transactions on the teller line
  • Educate prospective customers about the banks products and services
  • Open accounts, credit cards, loans, etc.
  • Market bank products to potential customers

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