Jessica Peabody
Sonoita,AZ
Summary
Experienced financial professional with a proven track record of consistently achieving company goals through the implementation of organized and efficient practices. Thrives in high-pressure environments and adept at adapting to new situations and challenges to effectively enhance the organizational brand.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Registered Client Associate
Ashton Thomas Private Wealth
Tucson, AZ
11.2022 - Current
- Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
- Prepared letters, forms and spreadsheets in Software to service existing clients and prospect for new clients.
- Set, enforced and optimized internal policies to maintain responsiveness to demands.
- Maintained client files with sales contracts, records of client interactions, client notes, and other information.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
Licensed Relationship Banker
Wells Fargo
Tucson, AZ
08.2021 - 10.2022
- Worked with clients to address and respond to client and partnership management issues.
- Provided customers with tailored financial solutions to meet their unique monetary needs.
- Helped customers with short term and long term financial goals in regards to life events.
- Answered customer questions and explained available services such as deposit accounts, investment resources, and digital options.
- Approached prospective clients through cold calling and emails to meet sales targets.
- Partnered with different lines of business in order to provide clients with wealth management teams capable of handling their financial needs with focus on investments and credit.
Personal Banker
Wells Fargo
Tucson, AZ
07.2015 - 07.2021
- Assisted customers with managing accounts, completing loan applications and signing up for new services.
- Promoted financial products and educated customers on additional products or services by maintaining excellent service offering knowledge.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Demonstrated respect, friendliness and willingness to help wherever needed.
PPP Loan Underwriter
Wells Fargo
Tucson, AZ
04.2020 - 09.2020
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Monitored pipelines to track and log status of loans.
- Prepared and edited letters or correspondence to loan applicants.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
Education
High School Diploma -
Morenci High School
Morenci, AZ05.2013
Skills
- Client Support
- Client Engagement
- Client Needs Assessments
- Business Development and Planning
- Policy Enforcement
- Organizational growth
- Time management mastery
Certification
- Series 7 License
- Series 66 License
- Series 65 License Credit
- Series 63 License Credit
- SIE Exam
- State Life Insurance Producer License
- NMLS 1409652
Reference
- Roberto Leyva (Senior Financial Advisor) 520-668-5360
- Cynthia Luhr (Senior Client Associate) 520-247-0903
- Jessica Hayes (Senior Premier Banker) 520-349-1155
- Omar Hernandez (Senior Branch Manager) 520-313-2726
Timeline
Registered Client Associate
Ashton Thomas Private Wealth
11.2022 - Current
Licensed Relationship Banker
Wells Fargo
08.2021 - 10.2022
PPP Loan Underwriter
Wells Fargo
04.2020 - 09.2020
Personal Banker
Wells Fargo
07.2015 - 07.2021
High School Diploma -
Morenci High School