Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Debra Lark

ELIZABETHTOWN,KY

Summary

Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.

Overview

41
41
years of professional experience
1
1
Certification

Work History

Financial Advisor

FIrst Financial Bancorp - FInancial Advisory Servi
02.2017 - Current
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Process New account paperwork and other account related materials
  • Money Movement - Check writing and Check deposits
  • Review accounts

Financial Advisor

First Service Corp
01.2016 - 02.2017
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Facilitated new client onboarding process and investment account setup.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.

Licensed Administrative Assistant

First Federal Savings - Raymond James
08.2000 - 02.2017
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintained inventory of office supplies and placed orders.
  • Transcribed and organized information to assist in preparing speeches and presentations.
  • Surpassed team goals by partnering with colleagues to implement best practices and protocols.
  • Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries.
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
  • Liaised between clients and vendors and maintained effective lines of communication.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Managed filing system, entered data and completed other clerical tasks.
  • Completed forms, reports, logs, and records to quickly handle all documentation for human resources.

Financial Advisor

First Federal Bank - Raymond James Financial
03.2000 - 01.2016
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Facilitated new client onboarding process and investment account setup.

Bank Teller - CSR

First Federal Savings Bank
09.1984 - 08.1990
  • Processed customer transactions promptly, minimizing wait times.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Placed orders for customer checks and verified starting numbers.
  • Assisted customers with compromised debit cards and issued new credentials.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Reconciled cash drawer and resolved discrepancies.
  • Sold and cross-sold bank products to new and existing customers.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Provided customer records, account statements and copies of checks.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Maintained accurate records of customer transactions in line with bank procedures.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Monitored and reported suspicious activity in line with bank security policies.

Education

Associate of Applied Science - Secretarial And Office Administration

Elizabethtown Community And Technical College
Elizbethtown KY
05-1985

Skills

  • Mutual funds understanding
  • Funding education
  • Customer engagement strategies
  • Stock market understanding
  • Customer follow-up
  • Client relationship management in banking
  • Upholding professional ethics
  • Data reporting
  • Mutual fund sales
  • Financial transaction handling

Certification

Series 7 - General Securities Representative

Series 24 - General Securities Principal

Series 53 - Municipal Securities Principal

Series 63 - Uniform Securities Agent State Law

SIE - Securities Industry Essentials


Life and Health Insurance License


Timeline

Financial Advisor

FIrst Financial Bancorp - FInancial Advisory Servi
02.2017 - Current

Financial Advisor

First Service Corp
01.2016 - 02.2017

Licensed Administrative Assistant

First Federal Savings - Raymond James
08.2000 - 02.2017

Financial Advisor

First Federal Bank - Raymond James Financial
03.2000 - 01.2016

Bank Teller - CSR

First Federal Savings Bank
09.1984 - 08.1990

Associate of Applied Science - Secretarial And Office Administration

Elizabethtown Community And Technical College

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Debra Lark