Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, financial service, sales and customer service.
Overview
25
25
years of professional experience
Work History
Real Estate Agent
REMAX Excellence Reality
11.2021 - Current
Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
Negotiated, facilitated, and managed real estate transactions.
Advertised client properties through websites, social media, and real estate guides.
Maintained connections with clients to encourage repeat business and referrals.
Developed and maintained relationships with clients through networking, postcards, and cold calling.
Streamlined communication between all parties involved in transactions, ensuring smooth closings and satisfied clients.
Communicated with clients to understand property needs and preferences.
Provided exceptional support during the negotiation process, advocating for clients'' best interests at all times.
Assistant Chief Financial Director
Government Of Republic Of Guinea
04.2015 - 09.2021
Disciplined personnel and initiate disciplinary measures as defined by the Department.
Served as a key liaison between senior leadership and frontline staff, facilitating open communication channels throughout the organization.
Managed budgetary decisions to optimize resource allocation and maximize operational effectiveness.
Controlled resources and assets for department activities to comply with industry standards and government regulations.
Established performance metrics that allowed for continuous improvement within the department, driving increased efficiency.
Planned, directed, and controlled execution of administrative and compliance activities.
Prioritized high-risk situations through rapid assessment skills leading to efficient deployment of resources.
Financial Consultant
PNC Bank, NA
06.2010 - 01.2015
Built strong relationships with clients through consistent communication and exceptional customer service.
Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
Managed a diverse range of client portfolios, consistently outperforming benchmark indices.
Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Facilitated new client onboarding process and investment account setup.
Assisted clients with budgeting and cash flow management.
Personal Banker Officer
Bank Of America
02.2007 - 06.2010
Assisted customers in navigating online banking platforms, increasing their comfort level with digital transactions.
Collaborated with team members to achieve branch targets while maintaining high levels of customer service.
Utilized CRM software efficiently to track client interactions and identify sales opportunities within the existing client base.
Conducted financial reviews with clients, identifying opportunities for product upgrades or additional services.
Provided exceptional problem-solving skills when faced with challenging account inquiries from both internal partners and external customers.
Streamlined account opening processes for increased efficiency and reduced wait times for clients.
Exceeded sales goals with proactive cross-selling of bank products and services to meet client needs.
Maintained compliance in all transactions, adhering to bank policies and regulatory requirements.
Built strong relationships with clients, resulting in increased loyalty and retention rates.
Analyzed customers' financial information to deliver personalized account guidance.
Facilitated customer transactions, including deposits, withdrawals and transfers.
Responded to customer inquiries regarding new accounts and account services.
Explained account terms and conditions to customers.
Activated new accounts and issued customer identification numbers.
Sales Associate
Ourisman Chevrolet
09.1999 - 02.2007
Meet and greet customers upon arrival
Identify clients needs through interviewing
Built relationships with customers to encourage repeat business.
Provided positive first impressions to welcome existing, new, and potential customers.
Negotiating sales prices
Helping customers evaluate automobiles
Process Paperwork associated with automobile sales
Sales Associate/Temporary Managing Broker at Re/Max Excellence/ReMax South SuburbanSales Associate/Temporary Managing Broker at Re/Max Excellence/ReMax South Suburban