IRINA UNCU
Lawrenceville,GA
Summary
An extremely and hardworking individual with excellent communication skills and a pleasant personality, seeking a position in a financial environment. Creative solutions architect with real-time problem-solving flexibility. Experienced in meeting needs, improving process, and exceeding requirements in diverse team environment. Diligent worker with strong communication and task prioritization skills. Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve financial goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Representative
Northwestern Mutual
10.2023 - Current
- Met with customers to assess needs, financial status, and eligibility.
- Built strong relationships with clients through transparent communication and trust-building activities.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
- Increased client satisfaction by providing comprehensive financial advice and personalized solutions.
- Ensured regulatory compliance with thorough documentation and diligent monitoring of transactions.
- Developed tailored investment strategies to optimize clients'' long-term financial goals.
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Collaborated with cross-functional teams to develop innovative financial products for diverse clientele.
- Reviewed community and industry markets to increase number of clients and expand overall market share.
- Delivered prompt, informative responses to client inquiries, fostering a positive customer experience.
- Maintained accurate records of all client interactions, ensuring seamless continuity of service across multiple touchpoints.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Networked to identify potential new clients and expand geographic territories.
- Developed advanced product knowledge to share current information while generating and delivering products quotes.
Teller
Wells Fargo Bank
05.2021 - 04.2023
- Assisted client relationship managers at bank branch with customer account research and maintenance
- Conducted each client transaction efficiently, accurately, and effectively
- Help clients access their safe deposit boxes, cash boxes, and items in bank vault as necessary
- Issue cashier's checks, money orders, and other financial options
Front Office Associate
NYU Langone health
08.2016 - 05.2020
- Demonstrate proficiency in telephone and front-desk reception within high-volume environment
- Calmed upset/angry customers researched and rapidly solved problems and rebuilt client trust
- Attention to detail, exemplary customer service delivery and team-player attitude
- Consulted between patients and doctors to provide best patient care and guarantee customer satisfaction.
Education
Master of Science - Financial Planning
University of Georgia
Athens, GA08.2023
Bachelor of Applied Science - Corporate Finance With Minor in Economics
The City University of New York, Queens College
New York, NYSkills
Cash Flow analysis
Data Analysis
Retirement planning
Financial Planning
Debt management
Critical Thinking
Decision-Making
Client Relations
Strategic Planning
Prospecting and Networking
Product and Service Sales
Customer Needs Assessment
CRM Software
Customer Service
Relationship Building
Continuous professional development
Certification
Health and Life Insurance License
Hobbies
Flower Gardening, Reading, Cooking, Walking and Traveling.
Languages
Romanian
Native or Bilingual
Spanish
Native or Bilingual
Russian
Full Professional
Timeline
Financial Representative
Northwestern Mutual
10.2023 - Current
Teller
Wells Fargo Bank
05.2021 - 04.2023
Front Office Associate
NYU Langone health
08.2016 - 05.2020
Master of Science - Financial Planning
University of Georgia
Bachelor of Applied Science - Corporate Finance With Minor in Economics
The City University of New York, Queens College
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