Kristen Lugo
Benson
Summary
Retirement professional that demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Retirement Consultant
Empower Retirement
Remote
09.2021 - Current
- Maximize financial portfolios to assist clients in exceeding financial goals.
- Selling insurance and investment products.
- Work cross functionally with wealth partners to improve client retention and drive top line growth.
- Developed strong relationships with plan sponsors, earning trust as a reliable consultant for ongoing support and guidance.
Relationship Banker
JPMorgan Chase Bank
New Port Richey
05.2019 - 09.2021
- Cross-selling the bank's products and services.
- Enhances customers portfolio with introduction of wealth enhancement products.
- Establish and maintain relationships with walk-in and existing customers.
- Processed all new account transactions.
- Responsible for cross-selling products and services to best meet client needs.
Student Finance Advisor/Eligibility Coordinator
Ultimate Medical Academy
Tampa
09.2018 - 05.2019
- Maintained prospect contact to determine eligibility for the program.
Personal Banker
JPMorgan Chase Bank
Clearwater
05.2018 - 09.2018
- Audit teller drawers.
- Balance and troubleshoot ATM/debit card concerns.
- Developed a strategic marketing campaign targeting both business and personal accounts which generated substantial referrals.
- Promote sales by demonstrating merchandise and products to customers.
Teller
JPMorgan Chase Bank
Tarpon Springs
09.2015 - 05.2018
- Assisted customers with various financial transactions.
- Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
- Generating leads for sales team.
- Presentation and sale of banking products.
- Promoted new services and products to customers.
- Responding to customer complaints and resolving conflicts.
- Responsible for balancing a daily cash drawer and check queue.
Education
Masters of Executive Leadership - Business
Liberty University
05.2019
Bachelors of Science - Health and Wellness
Rasmussen College
05.2016
Skills
- Organizational
- Fast learning
- Attention to detail
- Flexible/Adaptable
- Plan administration proficiency
- Teamwork and collaboration
- Problem-solving
- Reliability
- Critical thinking
Websites
Certification
- SIE
- Series 6
- Series 63
- Series 7
Social Media
@KristenLugo
Timeline
Retirement Consultant
Empower Retirement
09.2021 - Current
Relationship Banker
JPMorgan Chase Bank
05.2019 - 09.2021
Student Finance Advisor/Eligibility Coordinator
Ultimate Medical Academy
09.2018 - 05.2019
Personal Banker
JPMorgan Chase Bank
05.2018 - 09.2018
Teller
JPMorgan Chase Bank
09.2015 - 05.2018
Masters of Executive Leadership - Business
Liberty University
Bachelors of Science - Health and Wellness
Rasmussen College