Summary
Work History
Education
Skills
Timeline
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Clarence Jackson

Milwaukee,WI

Summary

Accomplished Financial Services Representative with a proven track record at U S Bank, enhancing client financial strategies and fostering robust relationships. Skilled in regulatory compliance and customer relationship management, I consistently exceeded sales targets and improved branch performance through strategic financial planning and exceptional service. Demonstrated expertise in navigating complex financial landscapes and driving client satisfaction.

Financial professional with strong expertise in delivering client-focused financial solutions and managing diverse portfolios. Known for excellent collaboration within teams and adaptability in dynamic environments. Proficient in financial analysis and customer relations.

Work History

Financial Services Representative

U S Bank
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
  • Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
  • Collaborated with team members to achieve sales targets and improve overall branch performance.
  • Conducted regular reviews of client portfolios to ensure alignment with risk tolerance and investment objectives.
  • Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.

Financial Services Representative

Wells Fargo Advantage Funds
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
  • Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
  • Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.

Executive Director

Gibraltar Development Inc.
  • Aligned department vision, goals, and objectives with company strategy to achieve consistently high results.
  • Exercised appropriate cost control to meet budget restrictions and maximize profitability.
  • Evaluated program outcomes using data-driven metrics, identifying areas for improvement and implementing targeted interventions.
  • Spearheaded new program initiatives to address unmet community needs and advance the organization''s mission.

Customer Service Representative

Fiserv
  • Responded to customer requests for products, services, and company information.
  • Sought ways to improve processes and services provided.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.

Education

Finance -

University of Wisconsin, Milwaukee
Milwaukee, WI

Skills

  • Financial Services
  • Customer Relationship Management
  • Cash Management
  • Cash Handling
  • Account documentation
  • Regulatory Compliance
  • Customer Relationship Building
  • Account Maintenance
  • Relationship Management

Timeline

Financial Services Representative

U S Bank

Financial Services Representative

Wells Fargo Advantage Funds

Executive Director

Gibraltar Development Inc.

Customer Service Representative

Fiserv

Finance -

University of Wisconsin, Milwaukee

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Clarence Jackson