Summary
Overview
Work History
Education
Skills
Timeline
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Braxton Barker

San Tan Valley,AZ

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in investment products and accounts.

Overview

4
4
years of professional experience

Work History

Senior Investment Specialist

Merrill Lynch
12.2022 - Current
  • Educated clients on financial topics and best practices.
  • Cultivated and strengthened relationships with new and existing clients and educated clients on account services and capabilities.
  • Built strong client relationships through consistent communication and follow-up, fostering trust and loyalty.
  • Performed complex trades and calculations to assist clients in understanding their trading capabilities.
  • Provided education on investment products and accounts with self directed clients.
  • Obtained SIE, Series 7 and Series 66.

Relationship Banker

Bank Of America
09.2021 - 12.2022
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.

Car Salesperson

Larry H Miller Ford
11.2020 - 08.2021
  • Negotiated purchase prices and explained sales, warranty, and optional products.
  • Cultivated strong relationships with clients, resulting in numerous referrals and repeat customers.
  • Answered telephone and email inquiries from potential customers.
  • Followed-up on warm Internet leads and responded to customer questions about vehicle availability, price, and options while fielding inquiries from various marketing websites.

Customer Service Representative

America First Credit Union
02.2020 - 11.2020
  • Handled customer inquiries and suggestions courteously and professionally.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.

Education

High School Diploma -

Fremont High School
Plain City, Ut
05.2017

Skills

  • Client Relations
  • Financial Services
  • Critical Thinking
  • Know Your Customer
  • Client Needs Assessment
  • Relationship building and management
  • Customer Service-Oriented

Timeline

Senior Investment Specialist

Merrill Lynch
12.2022 - Current

Relationship Banker

Bank Of America
09.2021 - 12.2022

Car Salesperson

Larry H Miller Ford
11.2020 - 08.2021

Customer Service Representative

America First Credit Union
02.2020 - 11.2020

High School Diploma -

Fremont High School

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Braxton Barker