Summary
Overview
Work History
Education
Skills
Timeline
Generic

Keenan Levy

Plano,TX

Summary

As a Relationship Banker with over 6 years of experience in the financial industry, I have showcased a body of work that displays my skills in providing customer service and managing financial transactions with both accuracy and efficiency. My communication skills and ability to work in a team environment have allowed me to excel in a variety of roles within the investment and financial industry. I am constantly seeking out opportunities to further my professional development and have completed several of industry-recognized certifications including, but not limited to, the Series 66 and Series 7 licensing. In my current position, I have been recognized for my contributions to the team, and have received numerous awards for my high level of customer satisfaction. I am a detail-oriented and organized individual, with a strong passion for helping clients achieve their financial goals. In addition to my professional experience, I take pride in being involved in my community. I have volunteered with a number of organizations in the Dallas Metro including Habitat for Humanity, North Texas Food Bank, Minnie's Food Pantry and others. I am confident that my skills and experience make me an excellent fit for your organization.

Overview

13
13
years of professional experience

Work History

Relationship Banker

Wells Fargo, NA
Frisco, TX
05.2018 - Current
  • Identified customer needs, developed customized solutions, and provided knowledgeable advice.
  • Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
  • Collaborated with internal partners to develop strategies that would increase customer engagement levels.

Operations Manager

RadioShack
Starkville, MS
05.2012 - 08.2017
  • Created detailed reports on the performance of individuals' operations.
  • Implemented strategies that reduced costs while maintaining high levels of customer satisfaction.
  • Managed staffing needs through recruitment, selection, onboarding and training.

Education

Applied Economics

Mississippi State University
Starkville, MS
05.2013

Series 7 & Series 66

Life Insurance Agent

Notary Public

Skills

  • Client Acquisition and Engagement
  • Relationship Building and Wealth Management
  • Financial Literacy and Acumen
  • Value Selling and Product Recommendations

Timeline

Relationship Banker

Wells Fargo, NA
05.2018 - Current

Operations Manager

RadioShack
05.2012 - 08.2017

Applied Economics

Mississippi State University

Series 7 & Series 66

Life Insurance Agent

Notary Public
Keenan Levy