Summary
Overview
Work History
Education
Skills
Timeline
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Carlton Miller

Mulberry,FL

Summary

At City Bank of Wisconsin, I excelled as a Financial Services Representative, leveraging my expertise in financial planning and exceptional interpersonal skills to enhance client satisfaction and drive branch performance. I adeptly navigated industry regulations, significantly improving client relationships through personalized advice, and collaborated effectively to surpass sales targets.

Experienced with financial management, client relations, and portfolio oversight. Utilizes analytical skills to develop tailored financial strategies. Track record of enhancing client satisfaction and achieving financial goals.

Overview

4
4
years of professional experience

Work History

Financial Services Representative

City Bank of Wisconsin
01.2018 - 02.2022
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
  • Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
  • Enhanced customer relationships with personalized service and addressing individual concerns promptly.
  • Collaborated with team members to achieve sales targets and improve overall branch performance.
  • Increased client satisfaction by providing tailored financial advice and investment recommendations.
  • Worked closely with other departments to provide seamless service delivery for complex client requests.
  • Advised clients on retirement planning options such as IRAs or annuities based on individual goals.
  • Assessed credit applications accurately by analyzing applicants'' financial history, income stability, and repayment capability.
  • Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
  • Maintained updated records of all financial transactions to support traceability.
  • Streamlined financial processes for improved efficiency and reduced errors in transactions.
  • Conducted regular reviews of client portfolios to ensure alignment with risk tolerance and investment objectives.
  • Coordinated with compliance departments to ensure all client interactions and transactions met regulatory standards.

Education

Bachelor of Science - Business Management

Webber International
Babson Park, FL
05-2022

Skills

  • Financial services
  • Customer relationship management
  • Cash management
  • Cash handling
  • Account documentation
  • Debt management
  • Financial planning
  • MS office
  • Payments processing
  • Billing and invoicing
  • Proficient in Microsoft Excel and Office
  • Excellent interpersonal communication skills, both verbal and written
  • Strong organizational and multi-tasking skills using multiple systems and tools, with an acute attention to detail

Timeline

Financial Services Representative

City Bank of Wisconsin
01.2018 - 02.2022

Bachelor of Science - Business Management

Webber International
Carlton Miller