Summary
Overview
Work History
Education
Skills
Timeline
Generic

Chris Beckman

Salem

Summary

Dynamic financial specialist with a proven track record at Pinnacle Financial Partners, excelling in client engagement and providing financial education. Adept at conducting audits and analyzing financial documents to drive compliance and enhance client satisfaction. Strong analytical thinker with a commitment to educating clients on financial best practices.

Overview

15
15
years of professional experience

Work History

Financial Specialist

Pinnacle Financial Partners
01.2020 - Current


  • Leverage the firm's resources to provide financial education in the form of Consumer and Business Mastermind sessions in my role as Financial Education Advocate.
  • Executed financial audits to help my office remain compliant according to the firm's standards.
  • Initiated conversations with clients to uncover financial needs, cross-sell products and services, and make referrals to business partners to meet sales goals.
  • Volunteered in many events in the schools and communities we serve.
  • Helped clients make informed decisions about their financial future.
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Studied financial documents to identify potential areas needing improvement.
  • Informed my associates of the upcoming technological advancements in my role as Digital Advisor.
  • Educated clients on financial topics and best practices.

Branch Banker IV

BB&T
08.2016 - 08.2018
  • Helped customers prepare documents required to complete transactions and process requests.
  • Cross-sold a wide range of services and products to increase new business and expand existing customer relationships.
  • Opened new accounts and made changes to existing accounts.
  • Investigated and resolved account issues by offering applicable options to customers.
  • Achieved performance goals regularly by monitoring progress towards sales targets and implementing strategies to maximize branch revenue generation.
  • Identified customer desires and goals through needs-based sales tactics.
  • Delivered exceptional service through effective communication skills, empathy towards clients' needs, problem-solving abilities, and attention to detail in daily tasks.

Branch Banker

Bank of North Carolina
03.2016 - 08.2016
  • Improved customer satisfaction by providing personalized banking solutions and efficient service.
  • Delivered exceptional service through effective communication skills, empathy towards clients' needs, problem-solving abilities, and attention to detail in daily tasks.
  • Assisted customers with account opening procedures as well as ongoing maintenance requests, such as address changes or periodic account reconciliations.
  • Ensured compliance with bank policies and regulatory requirements to maintain a secure environment.
  • Cross-sold a wide range of services and products to increase new business and expand existing customer relationships.

Assistant Branch Manager

Roanoke Valley Community Credit Union
08.2010 - 03.2016
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
  • Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
  • Developed and managed employee schedules, balancing individual requests and requirements with business needs.
  • Built rapport with account holders by reaching out with product recommendations and account updates.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Coached and developed branch staff by offering constructive feedback and training opportunities.
  • Reviewed credit applications for risk factors and creditworthiness.

Education

Master of Arts - Religious Studies

University of Edinburgh
Edinburgh, Scotland
12.2019

Bachelor of Arts - International Relations

Roanoke College
Salem, VA
05.2014

Skills

  • Financial Education
  • Financial Services
  • Business Development
  • Financial Product Sales
  • Salesforce
  • Client Engagement
  • Audits
  • Analytical Thinking
  • Problem-solving
  • Prospecting
  • Financial Goal Planning
  • Risk Assessment

Timeline

Financial Specialist

Pinnacle Financial Partners
01.2020 - Current

Branch Banker IV

BB&T
08.2016 - 08.2018

Branch Banker

Bank of North Carolina
03.2016 - 08.2016

Assistant Branch Manager

Roanoke Valley Community Credit Union
08.2010 - 03.2016

Master of Arts - Religious Studies

University of Edinburgh

Bachelor of Arts - International Relations

Roanoke College

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