Jordin Bingham
Wentzville,MO
Summary
Self-starter Case Advisor with an exceptional critical thinking skills combined with a strategic business focus. I desire to tackle new challenges and learning initiative. Offering eight years of financial services experiences. Adept ability to recognize issues, implement solutions with minimal guidance, adaptable, and exceptional interpersonal skills.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Commercial, Investment, and Centralized Complaint
Wells Fargo Advisors
01.2020 - Current
- Create and communicate various solutions to resolved customer complaints efficiently.
- Analyzed client feedback to identify improvement opportunities of various internal operations.
- Collaborate and consult with peers and internal operations such as legal, Qualified Supervisors, and estate processing to resolve issues and achieve goals.
- Tracked each problem's progress, guaranteeing timely solutions in accordance with SLAs.
- Use individual judgement to determine best client resolution and regulatory case closures.
- Broaden expertise in reporting to meet brand and internal standards.
Financial Services Representative
TD Ameritrade
02.2018 - 01.2020
- Provided accurate information regarding fees, commissions, regulations, related to financial services.
- Identified potential areas of concern or improvement within a client's portfolio.
- Facilitated cross-departmental collaboration to devise solutions tailored for client needs.
- Established strong and positive working relationships within organization to contribute to team success.
Financial Representative
Scottrade
07.2017 - 02.2018
- Maintained up-to-date knowledge of industry trends and regulations.
- Coordinated with internal departments such as underwriting, operations, legal affairs, when needed.
- Monitored stock markets daily for changes that could affect customer portfolios.
- Participated in functions related to financial research and reporting.
Education
French -
Lindenwood University
Saint Charles, MOSkills
- Exceptional Excel and PowerPoint skills
- Strong Time Management skills and ability to meet deadlines
- Documentation Skills
- Complex Problem-Solving
- Record and File Management
- Policy Knowledge
- Regulatory Compliance
- Quality Control
- Sense of urgency with ability to adapt and organize quickly changing priorities and timeliness
- Adaptability and Flexibility
- Teamwork and Collaboration
- Autonomous Decision-Making
- Strong analytical skills with high attention to detail and accuracy
Certification
- Series 7 - General Securities Representative Examination
- Series 63 - Uniform Securities Agent State Law Examination
- SIE - Securities Industry Essentials Examination
Timeline
Commercial, Investment, and Centralized Complaint
Wells Fargo Advisors
01.2020 - Current
Financial Services Representative
TD Ameritrade
02.2018 - 01.2020
Financial Representative
Scottrade
07.2017 - 02.2018
- Series 7 - General Securities Representative Examination
- Series 63 - Uniform Securities Agent State Law Examination
- SIE - Securities Industry Essentials Examination
French -
Lindenwood University
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