Dallas Slager
Grandville,MI
Summary
Accomplished Financial Consultant with a proven track record at PNC Bank, demonstrating expertise in financial planning and client relationship management. Notable for enhancing sales performance through strong rapport building and meticulous attention to detail, contributing to effective fraud prevention strategies. Aiming to leverage extensive knowledge in finance to further elevate client satisfaction and drive business growth.
Overview
2
2
years of professional experience
Work History
Financial Consultant
PNC Bank
Grand Rapids, MI
09.2023 - Current
- Drives proactive sales conversations through internal and outbound interactions, with a defined sales process.
- Leverages ecosystem partnerships, as well as community Centers of Influence, to acquire, expand, and retain relationships.
- Followed operational standards, promoting security, risk management and compliance.
- Participated in community events and workshops to promote bank services and financial literacy.
- Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.
- Facilitated account openings, including checking, savings, and investment accounts, adhering to compliance standards.
Financial Representative
Modern Woodmen Fraternal Financial
Grand Rapids, MI
12.2022 - 02.2023
- Delivered informational sales presentations to potential investors to build client relationships.
- Ensured compliance with all applicable laws when issuing policies or making recommendations.
- Conducted comprehensive financial planning and analysis to identify client needs and goals.
- Ranked in the top 150 of all financial representatives within the company.
Education
BBA - Marketing/ Sales
Grand Valley State University
Allendale, MI05-2033
Skills
- Fraud prevention
- Rapport building
- Attention to detail
- Banking policies and procedures
- Branch operations
- Financial planning
- Budgeting expertise
Timeline
Financial Consultant
PNC Bank
09.2023 - Current
Financial Representative
Modern Woodmen Fraternal Financial
12.2022 - 02.2023
BBA - Marketing/ Sales
Grand Valley State University
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