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
JP Morgan Chase
Acworth, Georgia
07.2024 - Current
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
- Conducted comprehensive financial needs assessments to offer tailored banking products and services.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Facilitated account openings, including checking, savings, and investment accounts, adhering to compliance standards.
Financial Advisor
Equitable advisors
Woodbury, NY
08.2022 - Current
- 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
09.2021 - 05.2022
- Maintained current knowledge of state regulations for clearing platforms.
- Practiced pitching and rebuttals
Cold Caller
SW Financial
Melville, NY
April - 09.2021
- 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
- Relationship management
- Client acquisition
Accomplishments
- SIE
- Series 7
- Series 63
Timeline
Private Client Banker
JP Morgan Chase
07.2024 - Current
Financial Advisor
Equitable advisors
08.2022 - Current
Stock Broker
GreenBird Capital
09.2021 - 05.2022
Cold Caller
SW Financial
April - 09.2021
High School Diploma -
North Babylon High School
Advanced Regents Diploma -
North Babylon High School