Augustus Robertson
Financial Associate II
Albuquerque
Summary
Driven financial professional prepared for high-touch customer serving role. Effective in financial education and service, contributing to strategic decision-making. Known for collaboration and adaptability, ensuring team success and client satisfaction. Experienced with compliance, risk management, rapport building, and proven track record of dedicated excellence.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Associate II
Fidelity Investments
06.2024 - Current
- Deliver exceptional service to our Workplace Investing plan participants in Defined Benefit (DB) & Defined Contribution (DC) plans, resolve complex inquiries, processing accurate transactions, provide education on plan rules, features, distributions, and benefit calculations.
- Demonstrate ownership of issues by uncovering unexpressed needs, perform troubleshooting, and advocating for customers to ensure resolutions are satisfied while meeting operational metrics.
- Progressed through specialized training and post-training tenure, handling sophisticated calls while contributing to team performance, proactive advocacy, and outstanding service delivery.
- Build rapport with diverse customers through empathetic communication, professionalism, and helping retirees understand and access their pension benefit effectively.
Personal Banker II
BOK Financial
10.2021 - 12.2023
- Cross-sold bank products and services to meet customer needs and provide options.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
Education
Bachelor of Arts - Philosophy
New Mexico State University
Las Cruces, NM 05.2001 -
Skills
Microsoft Excel proficiency
Bloomberg Terminal proficiency
Relationship management
Financial statements
Strategic Thinker
Certification
Notary Public
Timeline
Notary Public
03-2026
Financial Associate II
Fidelity Investments
06.2024 - Current
Personal Banker II
BOK Financial
10.2021 - 12.2023
Bachelor of Arts - Philosophy
New Mexico State University
05.2001 -