MARCUS FAISON
Dallas,GA
Summary
Sociable worker skilled at operating in fast-paced environments with demanding objectives for sales, service and quality. Enthusiastic team player, successful at multitasking and delivering friendly prompt service to all customers. Well versed in sales oriented environments. Aiming to leverage my abilities to successfully fill the role at your company.
Overview
3
3
years of professional experience
Work History
Private Client Banker
J.p. Morgan & Company
Atlanta , GA
2024.07 - Current
- Maintained up-to-date knowledge of the banking sector, economic trends, regulations and products available in the market.
- Coordinated with other departments to ensure that customer needs were met in a timely manner.
- Facilitated account openings, transfers and closings for private banking customers.
- Responded promptly to client inquiries regarding their accounts or services offered by the bank.
- Developed relationships with new clients through referrals from current clients as well as cold calling prospects.
- Educated customers about different banking services such as online banking, debit cards, credit cards.
- Monitored customer accounts for any suspicious activity or fraud attempts.
Financial Advisor
Equitable advisors
Atlanta-Metro , NY
2022.08 - 2024.05
- Consulted with clients to assess and meet short- and long-term financial goal.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
Stock Broker
GreenBird Capital
Bohemia , NY
2021.09 - 2022.05
- Maintained current knowledge of state regulations for clearing platforms.
- Practiced pitching and rebuttals
Cold Caller
SW Financial
Melville , NY
April - 2021.09
- Called prepared lists of leads and read short scripts to promote financial products and services.
- Addressed clients' indecision, complaints and desires head-on to overcome hesitations and close sales.
- Responded to prospects' questions with persuasive communication skills and in-depth knowledge of available products and services.
- Focused on Private Placement Deals
- Experienced with Qualified or Accredited Investor
Education
High School Diploma -
North Babylon High School
North Babylon, NY06.2020
Advanced Regents Diploma -
North Babylon High School
North Babylon, NY06.2020
Skills
- Market trend analysis
- Service prioritization
- Regulatory compliance
- Sales Techniques
Accomplishments
- SIE
- Series 7
- Series 63
- Life & Health
Timeline
Private Client Banker
J.p. Morgan & Company
2024.07 - Current
Financial Advisor
Equitable advisors
2022.08 - 2024.05
Stock Broker
GreenBird Capital
2021.09 - 2022.05
Cold Caller
SW Financial
April - 2021.09
High School Diploma -
North Babylon High School
Advanced Regents Diploma -
North Babylon High School
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