Kimberly Edwards
St. Augustine,FL
Summary
Licensed, results-driven financial professional with proven track record in managing client relationships. Expertise in financial planning, investment strategies, insurances, and risk management. Proven ability to foster collaborative team environments and adapt to dynamic market conditions. Known for strong communication and problem-solving skills, consistently delivering client-focused results.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Select Licensed Relationship Manager
Key Bank & Key Investment Services
01.2013 - 01.2020
- Responsible for identifying and converting service to sales opportunities for both personal, business, and investment clients. Expected to manage, retain and grow a portfolio of high value retail clients to reach both retail branch and investment goals. Engaged in Relationship Building discussions to uncover and anticipate Client’s needs over the phone and in person to drive deposit & credit growth, as well as investment and insurance sales. Performed client sales and servicing transactions, as well as all loan and mortgage closings. Supported branch security procedures and handlings. Maintained an effective and efficient level of cash handling and account management, per audit standards. Occasionally assisted teller line with teller transactions and maintained assigned teller drawer.
Store Administrative Assistant (Part-Time)
Dick’s Sporting Goods
01.2012 - 01.2013
- Responsible for all administrative Human Resource functions, including personnel file recordkeeping and maintenance, job posting to company career page, recruiting, interviewing, hiring, and new associate orientation and training. Worked closely with the Store Manager regarding inventory control and loss prevention processes and maintenance. Managed the Ship from Store process, which included item gathering, inventory reconciliation, and complete processing and shipping of all orders. Responsible for ordering & maintaining inventory of all store supplies.
Registered Support Assistant
Ameriprise Financial Services
01.2011 - 01.2012
- Utilized the client relationship model to assist advisors in servicing clients by gathering and analyzing client data, helping prepare financial plans, processing client transactions and trades at the advisor’s direction, and other practice management tasks as needed. Responsible for preparing and summarizing client meetings by scheduling and confirming meetings, creating the agenda and summary of meetings, and providing necessary follow-up. Prepared and ensured new business paperwork processes successfully which may include preparing forms, obtaining appropriate signatures, preparing documentation to send to home office, tracking new insurance applications and coordinating providers. Prepared for and coordinated marketing events including creating marketing compliance documentation and managing event marketing reimbursement. Also responsible for advisor licensing renewals and expense management.
Licensed Personal Banker II
Citibank
01.2006 - 01.2009
- Responsible for all operational functions of opening and closing the branch as well as ATM, safe, and teller auditing. Proactively source, acquire, and expand customer relationships by maximizing sales opportunities and ensuring customer retention. Probe within customer base for needs and opportunities to cross-sell to other business segments. Conducted account opening and account servicing.
Financial Advisor
Ameriprise Financial Services
01.2004 - 01.2006
- Built a successful financial planning practice through external marketing and referrals while helping my clients achieve their financial planning goals through the sale of various investment and insurance products. Top advisor for client acquisition with nine new planning clients acquired in January 2005.
Education
B.S. - Business, Marketing and Management
Penn State University
University Park, PAA.A.S. - Business Management
Northampton County Area Community College
Bethlehem, PASkills
- Coaching and team-building expertise
- Teamwork and collaboration
- Client acquisition
- Client engagement
- Sales proficiency
- Financial planning processes
- Product recommendations
- Relationship building and management
- Strategic analysis proficiency
- Analytical problem-solving
- Performance measurement
Accomplishments
As a first-year Financial Advisor with Ameriprise Financial, achieved all three top advisor awards for client acquisition & GDC. At Key Bank, I was #5 company-wide in my position for Q4 2017, Top 100 ranking in 2018, and consistently maintained top three position in Eastern PA region, consistently bringing in over $90,000 in rolling-12 investment revenue for branch.
Certification
- SHRM - Certified Professional (Issued 6/3/21)
- Securities Licenses: Series 7 (Issued: 8/9/04) Series 66 (Issued: 6/3/04; Expired June 2022)
- Insurance Licenses: FL Life including Variable Annuities (Issued: 1/17/23) PA Life, Accident & Health (Issued: 9/13/04; Expired: 1/13/23)
Timeline
Select Licensed Relationship Manager
Key Bank & Key Investment Services
01.2013 - 01.2020
Store Administrative Assistant (Part-Time)
Dick’s Sporting Goods
01.2012 - 01.2013
Registered Support Assistant
Ameriprise Financial Services
01.2011 - 01.2012
Licensed Personal Banker II
Citibank
01.2006 - 01.2009
Financial Advisor
Ameriprise Financial Services
01.2004 - 01.2006
A.A.S. - Business Management
Northampton County Area Community College
B.S. - Business, Marketing and Management
Penn State University
Qualification Highlights
- As a registered support assistant, supported four of the top six advisor practices with a combined production of $1.2 million. Coached and assisted one advisor to help turn around her practice, resulting in more than doubling seven months worth of production in three months. Recruited a licensed & qualified candidate to fill a needed staff position. Also coached new Ameriprise advisors in regards to Ameriprise’s comprehensive approach to financial planning and best practices for insurance sales.
- As a licensed personal banker, assisted branch manager with operations, marketing, employee training and development, and successfully planned multiple branch events with a focus on strengthening the branch’s center of influence, client retention and new client acquisition. Also conducted fundraising on a branch level for The Leukemia & Lymphoma Society’s Light the Night Walk, making the branch the top fundraising branch in the region two years in a row.
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