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Hi, I’m
Kane Owens
South Jordan,UT
Summary
Knowledgeable and dedicated customer service professional with extensive experience in the finance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
12
years of professional experience
5
Certification
Work History
E*TRADE Financial
Financial Customer Service Representative
10.2021 - Current
Job overview
- Assisted clients in navigating complex financial products, ensuring clients made informed investment decisions.
- Managed 30-60 incoming/outbound calls, and emails for Line of Credit, Transfer of Accounts, Anti Money Laundering, Senior Investigations, and complicated financial account troubleshooting.
- Provided hands-on training in daily processes and job duties.
- Interviewed credit applicants to obtain personal and financial data needed to complete credit report.
- Facilitate transfer of clients' assets from and to other institutions, both foreign and domestic.
Self-employeed
Salesman
03.2021 - 08.2021
Job overview
- Visited customer locations to evaluate requirements, demonstrate product offerings and propose strategic solutions for diverse needs.
- Showcased product features to customers and discussed technical details to overcome objections and lock in sales.
- Generated $72000 in revenue in four months
KHI/CCI Mechanical
HVAC Technician
11.2016 - 01.2021
Job overview
- Resolved client inquiries, problems and complaints while employing sales techniques to provide custom client solutions and foster long term client relationships.
- Kept accurate records of time and materials used for each job to compile into service reports.
- Reviewed work of external and internal contractors to guarantee consistency with quality and safety standards.
- Consistently handled between 3-5 emergency calls per week
Education
Utah Career CenterSalt Lake City, UT
Applied Technology And Technical Specialties from HVAC
12-2021
University Overview
- Ranked in Top 5% of class
Skills
- Stock Market Understanding
- Critical Thinking
- Attention to Detail
- Self-Motivated
- Ownership
- Account Management
- Salesforce CRM
- Microsoft Office
- Product Education
- Problem Resolution
- Internal Finance Software
Software
Internal Finance Support Software
Certification
SIE
Series 7
Series 63
Timeline
Financial Customer Service Representative
E*TRADE Financial
10.2021 - Current
Salesman
Self-employeed
03.2021 - 08.2021
HVAC Technician
KHI/CCI Mechanical
11.2016 - 01.2021
Utah Career Center
Applied Technology And Technical Specialties from HVAC
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