GBAR GRIMES
Grayson,GA
Summary
Results-oriented advisor with 12+ years of experience providing comprehensive financial solutions. Skilled in retirement & financial planning, risk & relationship management and communication.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Vice President | Premier Banker
Truist
07.2023 - 01.2025
- Served as the primary relationship manager for a portfolio of 500+ mass affluent clients with bank & investment balances between 250k- 5M.
- Created and delivered Goal based Financial Plans leading to tailored recommendations and solutions.
- Presided over 15 branch locations between Central and South Georgia
- Partnered with Financial Advisor with client investment objectives.
- Brought in managed investment accounts
- Assisted clients with insurance needs regarding life, variable annuities & long term care
- Met revenue growth, profitability and retention goals by acquiring new clients, expanding services, and marketing new products to existing clients. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's contact management system.
- Integrated Relationship Management [IRM] partners who are designated to support client service and development efforts
- Assisted with Estate Planning and Wealth transition
Investment Consultant
Merrill Edge
12.2020 - 04.2023
- Collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Accurately execute and confirm trade orders as well as a variety of securities transactions
- Service to sales.
- Assessed client financial situation by gathering information regarding investments, asset allocation, savings and tax planning.
- Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts
Investment Representative
Merrill Edge
01.2018 - 12.2020
- Assisting with standard investment questions and website
- Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
- Assisting with investment education and options on 529 education accounts
- Placing trades
- Service to sales.
Preferred Sr Sales Consultant
Bank of America
03.2015 - 01.2018
- Sold cash and direct deposit promotional offers
- Led segment & team trainings around sales positioning
- Deepening existing client relationships with the bank Preferred Rewards program
- Referred customers to other banking departments for specialized services.
- Cross-sold credit cards, loans and other bank products.
- Investment and home loan referrals
DDA Recovery
Citizens Bank
10.2013 - 03.2015
- Debt repayment plans for charged off checking accounts.
Education
Bachelor of Science - Operations Management
Rhode Island College
05.2011
Skills
- Financial Planning
- Interpersonal Relations
- Communication
- Leadership
- Investment Strategies
- Account management
- Financial management
- Presentations
Certification
- Series 7
- Series 66
- SIE
- Life, Accident & Sickness
- Variable Annuity
Extracurricular Activities
Treasurer | Camp Errol - non profit
Education
Bachelor of Science | Operations Management
Rhode Island College | Providence, RI | May 2011
Timeline
Vice President | Premier Banker
Truist
07.2023 - 01.2025
Investment Consultant
Merrill Edge
12.2020 - 04.2023
Investment Representative
Merrill Edge
01.2018 - 12.2020
Preferred Sr Sales Consultant
Bank of America
03.2015 - 01.2018
DDA Recovery
Citizens Bank
10.2013 - 03.2015
- Series 7
- Series 66
- SIE
- Life, Accident & Sickness
- Variable Annuity
Bachelor of Science - Operations Management
Rhode Island College
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