Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Maria Plantic

Philadelphia,PA

Summary

To expand and continue growth in investment centered positions. Securing a lasting position with an established company that fosters an environment of growth for employees. Acquiring knowledge and experience that will shape my future and the experience I can offer to clients.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Relationship Banker

JPMorgan Chase
Abington, PA
02.2023 - Current
  • Coaching teammates on how to effectively uncover opportunities for referrals
  • Proactive daily outreach to maintain frequent contact with assigned book of business
  • Having in depth conversations with clients to assist with their short and long term financial goals
  • Creating a financial plan with clients utilizing our tiered investment solutions as well as deposit account products that will maximize their ability to grow their funds according to their risk attitude
  • Cultivating an expanding pipeline of clients with investment opportunity and diligently following up to ensure the client continues to adhere to appointments until they are in the most suitable solutions available

Client Service Representative

Explain My Benefits
07.2022 - 01.2023
  • Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
  • Provided customer service support to clients in a timely and efficient manner.
  • Audited customer account information to identify issues and develop solutions.
  • Coordinated with internal teams to ensure timely and successful delivery of solutions according to client needs.
  • Utilized Microsoft Excel to compare weekly reports received by insurance companies against client open enrollment selections and premiums for discrepancies

Benefits Counselor

Explain My Benefits
11.2021 - 12.2021
  • Receiving varying amounts of inbound calls and maintaining records of each call and solutions provided
  • Maintaining an in-depth knowledge of insurance products from multiple insurance companies so as to better educate and assist employees with questions
  • Educating employees at various companies on the medical benefits available to them through their respective employers

Wealth Specialist

TD Bank
Philadelphia, PA
12.2019 - 07.2021
  • Responsible for five TD Bank stores’ productivity in relation to annuity sale production and referrals
  • Coaching staff and financial service representative at each location and tracking progress
  • Building rapport with teams of employees and assessing what methods of instruction and activities kept up engagement and productivity
  • Self-managing my role by creating a well-managed scheduled to maintain an active presence in multiple locations
  • Actively sourcing leads and making outbound calls to secure appointments
  • Efficiently maintaining and utilizing a digital pipeline of clients to maximize follow-up potential
  • Expertly leading clients during appointments to a solution that would best fit their financial goals

Financial Services Representative

TD Bank
Feasterville-Trevose, PA
05.2017 - 12.2019
  • Designated sales leader
  • Assigned the highest authority limits allowed by the branch
  • Coaching the teller and banker staff to generate referrals
  • Executing a dual role while assisting customers, one as a senior banker and the other as a licensed banker
  • Reaching and surpassing quarterly sales goals
  • Efficiently creating solutions for customers to grow their money while providing excellent customer service and building lasting relationships
  • Educating clients on how to grow their funds and accomplish their savings goals

Universal Banker

Citizens Bank
Huntingdon Valley, PA
02.2015 - 04.2017
  • Building a strong rapport with each customer assisted to create a trusting relationship
  • Asking probing questions to uncover sales potential that fit the customer’s specific needs
  • Diffusing any tense customer situations by understanding their issue to resolution
  • Reaching and surpassing quarterly sales goals
  • Maintaining a “green” customer service score based on random customer service survey calls to customers

Lead Retail Consultant

Sprint
Philadelphia, PA
12.2012 - 07.2014
  • Acting manager in store manager’s absence
  • Handling all customer escalations and billing discrepancies as well as troubleshooting devices
  • Reaching and surpassing monthly sales goals

Education

Elementary Education

Temple University
Philadelphia, PA

Skills

  • Relationship building and management
  • Proactive client outreach
  • Financial processes
  • Tailoring solutions for clients

Certification

Life and Health Insurance License, Pennsylvania

References

  • Stacey McClure, Financial Service Representative, TD Bank, 267-345-8889
  • Derek Gaughan, Financial Advisor, TD Bank, 267-980-5752

Timeline

Relationship Banker

JPMorgan Chase
02.2023 - Current

Client Service Representative

Explain My Benefits
07.2022 - 01.2023

Benefits Counselor

Explain My Benefits
11.2021 - 12.2021

Wealth Specialist

TD Bank
12.2019 - 07.2021

Financial Services Representative

TD Bank
05.2017 - 12.2019

Universal Banker

Citizens Bank
02.2015 - 04.2017

Lead Retail Consultant

Sprint
12.2012 - 07.2014

Elementary Education

Temple University

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Maria Plantic