Financial Advisor Resume Phoenix, AZ - Hire IT People

PROFESSIONAL EXPERIENCE:

Confidential, Phoenix, AZ

Financial Advisor

Responsibilities:

Deliver investment advice to branch clients
Develop and deepen relationships across departments ie: trust and private bank services
Continue to grow book of business

Confidential, Phoenix, AZ

Chase Private Client Advisor

Responsibilities:

Confidential, NV

Financial Representative

Responsibilities:

Generate fee income from sales of life insurance, annuities, mutual funds
Providing reviews & recommendations
Work closely to educate and facilitate the referral management system
Adhere to compliance rules and regulations through on-going training and mystery shops

Confidential, NY

Consultant

Responsibilities:

Marketing Manager - residential real estate brokerage firm; designed Marketing Seminar for non-profits groups to generate new business
Title Closer - represented title companies for residential & commercial loans; closed 1,000+ loans
Financial Advisor - MetLife/Axa Advisors LLC/WM Financial - received Series 7 security license

Confidential, NY

Business Development - Vice-President

Responsibilities:

Responsible for new customer statements for custodial accounts
Develop new business relationships with emphasis on Confidential, Bridge loans, Lines of Credit, Equipment Leasing and Cash Management Services

Confidential, NY

Assistant Vice-President

Responsibilities:

Generated 15% increase in new Confidential loan portfolio
Consulted with customers and brokers on financing Confidential throughout the tri-state
Projected cash flows; performed valuations for various types of property
Administered due diligence and legal issue research
Negotiated loan terms and assisted with managing loan portfolio of $500 million
Developed presentations for senior management, credit committee and customers
Received MCR (Masters in Corporate Real Estate) from Corenet Global

Confidential

Commercial Cash Manager

Responsibilities:

Established enhanced customer profitability based on deposits and bank services by minimum of 10%
Developed deposit relationships with real estate customers, using the commercial mortgage as a springboard
Completed certification for Certified Treasury Professional (CFP formally known as Certified Cash Manager)

Confidential

Branch Manager

Responsibilities:

Branch Manager for Confidential Confidential headquarters location, responsible for branch budget ($750,000 +), deposit growth (25% increase) and $250 million deposit base
Monitor Branch profitability and cash flow on a weekly, monthly, and quarterly basis
Facilitated proper policies, procedures and excellence in customer relationships
Promoted bank products and services through on-going business development
Motivated and trained staff in product knowledge, cross-selling and cross-training
Completed account ratification of acquired bank’s customers (FDIC acquisition)

Confidential

Manager Customer Service

Responsibilities:

Supervised a staff of experienced Senior Customer Service Representatives, responsible for all inbound customer calls for the Confidential
Relocated department, responsible for all aspects of new office and equipment
Reorganized local telephone directories and modified long distance coverage
Prepared weekly surveys & monthly analysis of call volume & activity; Provided weekly rate sheet and rate comparisons for branch network