Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Joshua Neuville

Orlando,Florida

Summary

Dynamic and results-driven professional with extensive experience in financial services and real estate. Excelled at Fifth Third Bank by leveraging relationship management skills and expertise in loan origination to enhance client retention and drive revenue. Proven track record in selling wealth transfer products and managing large portfolios, consistently exceeding customer expectations.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Licensed Personal Banker

Fifth Third Securities
07.2024 - Current
  • Met with clients to generate new business and negotiate contracts.
  • Achieved high levels of client retention through exceptional service and proactive account management.
  • Pursued leads, set appointments, and brought in new customers to increase revenue.
  • Sold Fixed Annuities and Wealth Transfer products through company brokerage department

Personal Banker

Fifth Third Bank
11.2022 - 07.2024
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.

Real Estate Agent

Jeff Cook Real Estate
06.2020 - 11.2022
  • Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
  • Negotiated, facilitated, and managed real estate transactions.
  • Advertised client properties through websites, social media, and real estate guides.
  • Maintained connections with clients to encourage repeat business and referrals.

Education

Bachelor of Science - Economics

Clemson University
Clemson, SC
05-2020

Skills

  • Goal oriented
  • Relationship management
  • Loan origination
  • Portfolio management
  • Writing/Selling Fixed Annuities
  • Selling Wealth Transfer Products
  • Referred Business to Investment Advisors with customers holding 100K with the bank

Accomplishments

    2023 President Circle Award - Fifth Third Bank

Certification

FINRA SIE

FINRA Series 6

FINRA Series 63

FINRA Series 65

Life, Health, and Variable Annuity

Timeline

Licensed Personal Banker

Fifth Third Securities
07.2024 - Current

Personal Banker

Fifth Third Bank
11.2022 - 07.2024

Real Estate Agent

Jeff Cook Real Estate
06.2020 - 11.2022

Bachelor of Science - Economics

Clemson University

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Joshua Neuville