David Fingar, Jr.

Work History

WELLS FARGO BANK

06.2015 - 06.2023

Opened and closed personal and business accounts (deposit & loans) according to company risk avoidance guidelines with a concentrated focus on the client’s financial priorities
Initiated robust conversations with clients to uncover financial needs, resulting in the branch’s highest investment dollar amount ever achieved
Conducted customer needs evaluations resulting in a high customer retention rate
Resolved client concerns resulting in customer satisfaction survey scores in the top10% of the company
Represented and promoted the Wells Fargo brand at onsite events
Obtained FINRA Licensed Brokerage Associate licenses to better serve high value clients.
Cultivated strong customer relationships by providing tailored advice and services.
Answered customer questions and explained available services such as deposit accounts and credit products.
Verified customer identity and reviewed documentation for accuracy.
Maintained customer records and updated account information.
Developed summaries to assess each client's participation level and determine targets for follow-up plans.
Implemented strategies to increase customer retention, enabling investment growth.
Analyzed customers' financial information to deliver personalized account guidance.
Greeted customers and delivered information about new account processes.
Resolved customer complaints and disputes to maintain satisfaction and loyalty.

PNC FINANCIAL SERVICES

10.2008 - 06.2015

Utilized account opening process to schedule customer appointments with a financial advisor, nearly tripling the previous year’s branch investment income
Developed and implemented ongoing marketing campaigns to maximize market share
Key employee in the branch achievement of Human Sigma Six over five continuous periods
Essential in the development of all new bank employees
PNC Achievement Award winner within the first year of employment.
Developed incentives, achieving sales targets to increase revenue.
Implemented initiatives to improve customer satisfaction and increase repeat business.
Oversaw financial sales to monitor compliance with legal requirements and company policies.
Discussed financial options with clients and provided informed suggestions.strategies and solutions through evaluation of finances.
Met with clients to understand goals and recommend solutions to fit specific needs.

CUMULUS BROADCASTING

01.2007 - 03.2008

Consulted business executives on the benefits of using radio as the primary source of advertising
Developed proposals and negotiated costs to accommodate budgets
Provided on-the-job training for all new marketing consultants.
Consulted with clients on business issues and developed innovative proposals.
Consulted with clients on business issues and developed innovative, high-impact proposals.
Wrote, voiced and produced engaging and successful marketing and advertising campaigns.