Branch Intern Resume
2.00/5 (Submit Your Rating)
Birmingham, AL
SUMMARY:
To obtain a position which best utilizes my financial experience, education and interpersonal skills in a dynamic, forward looking organization.
TECHNICAL SKILLS:
Operating Environments: MS Windows 7, Mac OSX, Apple iOS, Android, Blackberry
Business Tools: MS Office 2007 & 2010 including Word, Excel, PowerPoint and Outlook, CRM Software, SharePoint, Pinnacle Workflow, Adobe Photoshop CS5, Adobe Illustrator
PROFESSIONAL EXPERIENCE:
Branch Intern
Confidential, Birmingham, AL
Responsibilities:
- Work extensively with clients in account information including use of Scottrade online tools, trading platforms, and mobile application.
- Establish new accounts for clients in person, manage deposits, and discuss Scottrade services.
- Interact with clients regarding account questions, new product offerings, and branch seminars/events on a daily basis.
- Monitor customer accounts for accuracy including account transfers, withholding requirements, and payments due.
- Process and follow up on workflow with ACATs, Cashiering, New Accounts, and other departments.
Consumer Staples Junior Analyst
Confidential
Responsibilities:- Drafted detailed proposals including company outlook, SWOT analysis, and projected future performance.
- Built charts representing long term price performance, performance relative to industry, earnings per share, and revenue.
- Presented reports to Board of Directors with suggestions on price entry and reevaluation.
Commerce Associate
Confidential
Responsibilities:- Represented Culverhouse College as both host and tour guide welcoming potential students and their families.
- Escorted VIP guests and donors and assisted at major college events.
- Communicated with guests to increase their knowledge about Culverhouse and the University of Alabama.
Freshman Lacrosse Coach
Confidential, Washington, DC
Responsibilities:- Created daily practice schedules and weekly game plans.
- Worked with players to develop their skills and consistently provided positive feedback.
- Disciplined players when necessary based on school performance or out of school activities.
Club Manager
Confidential, Potomac, MD
Responsibilities:- Hired and trained 10+ employees on daily activities, club policies, and improving service.
- Operated the pool facility pump room, maintained appropriate chlorine levels and water turnover.
- Developed relationships with many guests and provided service to suit their needs.
