Bertha Silvya Gardiner
Seattle,WA
Summary
Experienced Financial Services Representative with a proven track record in client relationship management and personalized financial advising. Demonstrated ability to analyze financial data and provide tailored solutions for clients. Results-driven Financial Services Professional skilled in product knowledge and sales strategies. Proven experience in developing personalized financial plans and fostering strong client relationships. Committed to driving financial security and profitability through effective financial advising. Customer-focused individual with a passion for delivering exceptional service. Strong interpersonal skills with a talent for effectively addressing concerns. Committed to improving customer satisfaction and driving positive outcomes.
Overview
29
29
years of professional experience
Work History
Financial Services Representative
Key Investment Services
Woodinville, Washington
12.2016 - 01.2025
- Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
- Fostered relationships with new and existing customers through excellent customer service skills.
- Established strong and positive working relationships within organization to contribute to team success.
- Advised customers on various aspects of personal finance such as budgeting, taxes, insurance, investments.
- Managed client accounts and provided ongoing support for financial transactions.
- Offered sound financial recommendations to promote financial security, moving clients to take action.
- Analyzed financial data to identify opportunities for increasing profitability.
Financial Services Representative
US Bancorp Investments
Lynnwood, Washington
02.2011 - 05.2016
- Developed personalized financial plans tailored to individual client needs.
- Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
- Advised customers on various aspects of personal finance such as budgeting, taxes, insurance, investments.
Financial Services Representative
JP Morgan Chase Investor Services
Edmonds, Washington
12.1995 - 12.2011
- Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
- Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
- Cold-called potential clients to discuss available financial products and services.
Education
Executive Assistant/Executive Secretary - Bilingual Secretary
Instituto Bilingue Secretarial
Guadalajara, Jalisco (Mexico)06-1974
Skills
- Financial analysis
- Portfolio management
- Client account management
- Product sales
- Personal finance advising
- Customer relationship management
Languages
Spanish
Professional
Certification
- Licensed Financial Service Representative-Wa License #2140616
Timeline
Financial Services Representative
Key Investment Services
12.2016 - 01.2025
Financial Services Representative
US Bancorp Investments
02.2011 - 05.2016
Financial Services Representative
JP Morgan Chase Investor Services
12.1995 - 12.2011
Executive Assistant/Executive Secretary - Bilingual Secretary
Instituto Bilingue Secretarial