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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.

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