Eric Y. Kenney
McHenry,Illinois
Summary
Extremely Ambitious individual who has proven to meet or exceed any goal that is set for myself. My expertise has been gained through my experience in the military, management, and working in the financial services industry where I have consistently worked hard to be promoted upward. As a team player and someone who has the ability to work independently, it is my goal to use my commitment to excellence to lead any team I am working on to grow the business and exceed our objectives.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Financial Solutions Advisor
Merrill Lynch
01.2017 - Current
- Obtained both Series 7 and 66
- Assisting and advising clients to help meet their financial goals, such as large purchases, retirement or just general investing goals
- Consistently exceeding quarterly sale goals per Merrill’s requirements.
- Answered phones and assisted clients with depositing or transferring funds or resolving client issues
- Prepped new account paperwork and sales material for both existing and prospective clients
- Enrolled and rebalanced accounts in managed programs and executed trades
- Responded to client inquiries regarding their accounts, activity, statement information, securities, general products, and service
Financial Center Operations Manager
Bank of America
01.2016 - 01.2017
- Experience in managing the banking centers sales goals and operational excellence
- Coach and developed tellers and bankers on sales and service
- Ensure the banking center is in compliance with all laws, regulations, and bank policies and procedures
- Assisted manager in day to day operations
- Assisted the teller and bankers on both sales and teller operations
- Set priorities, direct, and delegate operational responsibilities to the Customer Service Representatives and Relationship Managers
- Ensure follow through on the completion of all operational and risk activities/ tasks
- Responsible for assisting the branch manager with providing reports of all the daily work completed during business day
- Manage difficult situations with client and finding or providing a better experience for the client
Personal Banker
Bank of America
01.2014 - 01.2016
- Proficient in the sales and service of personal deposits, auto loans, investment, and mortgage referrals.
- Identify and maximize cross-sell opportunities through customer profiling.
- Strong knowledge of branch operations policies and procedures.
- Providing customers with excellent customer service
- Strong familiarity with a variety of retail banking credit options
- High proficiency in a variety of cash handling processes
- Outstanding written and oral communication skills
- Assisted with all new account openings and business deposits
11B Infantryman / Staff Sergeant
United States Army National Guard
01.2011 - Current
- Continued training in securing our Nations safety and freedom
- Utilizing all equipment to keep proper knowledge of material
- Effectively integrating and managing a team of 5 soldiers
Education
Computer Programming and General Studies
Lincoln’s Challenge Academy
Rantoul, Illinoisundefined
Harper Community College
Palatine, IllinoisCertification
- FINRA General Securities Representative Examination, Series 7
- FINRA Uniform Securities Agent State Law Examination, Series 66
Timeline
Financial Solutions Advisor
Merrill Lynch
01.2017 - Current
Financial Center Operations Manager
Bank of America
01.2016 - 01.2017
Personal Banker
Bank of America
01.2014 - 01.2016
11B Infantryman / Staff Sergeant
United States Army National Guard
01.2011 - Current
Computer Programming and General Studies
Lincoln’s Challenge Academy
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Harper Community College
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