Summary
Overview
Work History
Education
Skills
Timeline
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Alex Byrum

Fort Payne,AL

Summary

Dynamic Financial Advisor with proven success at BBVA Compass in building client relationships and delivering tailored investment advice. Skilled in analytical thinking and wealth management, I consistently enhanced client satisfaction and loyalty, developing comprehensive financial plans that align with individual goals. Committed to compliance and exceptional service, I drive results through effective communication and relationship management.

Overview

2026
2026
years of professional experience

Work History

Financial Advisor

BBVA Compass
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Ensured compliance with industry regulations and company policies while serving clients'' best interests.

Loan Officer

Winsouth Credit Union
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Maintained strict confidentiality of bank records and client information.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
  • Examined customer loan applications for loan approvals and denials.
  • Developed strong relationships with customers through high levels of customer service.

Eligibility Specialist

Unum
02.2022 - Current
  • Reduced errors in eligibility determinations by maintaining thorough knowledge of program guidelines and regulations.
  • Enhanced client satisfaction by providing timely and accurate eligibility determination for various assistance programs.
  • Provided exceptional customer service through prompt response times, clear communication channels, and diligent follow-up practices.
  • Resolved discrepancies with client applications to verify eligibility.
  • Ensured compliance with local, state, and federal regulations during all phases of the eligibility determination process.

Education

Bachelor Of Arts In Educational Studies - Education

Western Governors University
Salt Lake City, UT

Associate In Applied Science - Education

Northeast Alabama Community College
Rainsville, AL
05.2014

Skills

  • Investment advice
  • Relationship building and management
  • Sales expertise
  • Analytical thinking
  • Retirement planning
  • Attention to detail
  • Financial advising
  • Sales and marketing
  • Wealth management
  • Time management

Timeline

Eligibility Specialist

Unum
02.2022 - Current

Financial Advisor

BBVA Compass

Loan Officer

Winsouth Credit Union

Bachelor Of Arts In Educational Studies - Education

Western Governors University

Associate In Applied Science - Education

Northeast Alabama Community College

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Alex Byrum