Lindsey Embick
Lock Haven,PA
Summary
Financial Service Associate with background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills. Forward-thinking Financial Solution Specialists successful at building strong and lasting customer relationships by assessing client needs and addressing financial concerns. Strong organization, time management and communication skills. Dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Skilled in working under pressure and adapting to new situations and challenges. Offering excellent communication and good judgment. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Solution Specialists
First Commonwealth Bank
Jersey Shore, PA
09.2012 - Current
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Discussed financial options with clients and provided informed suggestions.
- Responded to customer questions and concerns or escalated to supervisor for resolution.
- Identified customer financial service needs to prepare proposals and sell services.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Education
Associates - Business Management
Pennsylvania College of Technology
Williamsport, PA05.2009
Skills
- Client Consultations
- Client Recruiting and Retention
- Client Needs Assessment
- Investment Recommendations
- Wire Transfer
- Customer Transactions
- Customer Account Review
- Loans
- Customer Referrals
- Cash Reconciliation
- Complaint Resolution
- Critical Thinking
- Phone Inquiries
- Change Orders
- Effective Customer Communication
- Customer Complaint Resolution
- Complex Problem-Solving
- Time Management
- Customer Support
- Service Sales
- Regulatory Requirements Adherence
- Customer Satisfaction
- Open/ Close Accounts
- Customer Engagement Center
Certification
- Notary License - 4 Years
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Financial Solution Specialists
First Commonwealth Bank
09.2012 - Current
Associates - Business Management
Pennsylvania College of Technology
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