Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Joshua Averett

PROVIDENCE,RI

Summary

Professional in financial services, known for being detail-focused and customer -oriented, bringing deep understanding of financial products and services. Well-versed in credit card management and client relations, committed to driving financial solutions. Uses a collaborative approach and adaptability in dynamic environments, with skills in interpersonal communication and product strategy.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Investment Specialist Trainee

Bank of America Merrill Lynch
10.2024 - 04.2025
  • Participated in professional development opportunities such as workshops, seminars, and conferences to stay current on industry best practices.
  • Researched current economic trends and investment opportunities to stay abreast of financial markets.
  • Participated in on-the-job training, working closely with supervisors and coworkers and asking appropriate questions.
  • Shadowed senior staff during client meetings, gaining valuable insights into client management strategies.

Credit Card Specialist

Citizens Bank
09.2023 - 10.2024
  • Built strong relationships with customers to increase retention and loyalty.
  • Improved customer satisfaction by efficiently addressing and resolving credit card disputes and inquiries.
  • Updated training materials for new hires within the Credit Card Specialist team, enhancing employee knowledge of industry best practices.
  • Leveraged deep knowledge and understanding of banking industry to handle customer inquiries with increasing complexity.
  • Analyzed customer feedback data to identify areas for improvement, implementing changes as needed to enhance the overall client experience.
  • Generated reporting to aid leadership with information to determine future credit card goals.
  • Worked in tandem with sales team and customers to negotiate payments and verify account reconciliations.

Education

Certificate - Securities Industry Essentials

Community College of Rhode Island
Warwick, RI
01-2022

Skills

  • Effective interpersonal communication
  • Analytical decision making
  • Development of project and sales strategies
  • Proficient in CRM software
  • Innovative thinking
  • Adaptability

Certification


  • Securities Industry Essentials (SIE), FINRA

Languages

English
Full Professional
Spanish
Limited Working

Timeline

Investment Specialist Trainee

Bank of America Merrill Lynch
10.2024 - 04.2025

Credit Card Specialist

Citizens Bank
09.2023 - 10.2024

Certificate - Securities Industry Essentials

Community College of Rhode Island

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