Reece Bowlin
Indianola,IA
Summary
Results-driven financial professional with over four years of experience in enhancing customer service and driving financial performance within the sector. Proven track record of boosting customer loyalty and retention rates through exceptional service experiences and proactive communication. Skilled in managing client accounts, resolving issues efficiently, and fostering strong relationships while collaborating with cross-functional teams to meet diverse client needs. Recognized for strong organizational capabilities, adept at managing multiple projects simultaneously while maintaining accuracy and meeting tight deadlines.
Overview
6
6
years of professional experience
Work History
Financial Service Officer
Serve Credit Union
01.2024 - Current
- Demonstrated commitment to job responsibilities by meeting deadlines and exceeding performance expectations
- Developed customer service scripts to ensure consistent customer service across all customer service channels
- Analyzed financial data to identify trends and insights, resulting in improved financial performance
- Analyzed credit reports to determine the financial viability of loan applicants
- Identified risks and potential issues associated with loan applications and provided solutions
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Maintained updated records of all financial transactions to support traceability.
Financial Service Professional
New York Life Insurance
02.2023 - 12.2023
- Created and maintained up-to-date customer records, ensuring accuracy and consistency in customer service
- Educated clients on various insurance policies and coverage levels, helping them make informed decisions
- Developed a customized insurance portfolio for clients that provided the best coverage for their individual needs
- Proficient in building strong client relationships and delivering exceptional service to foster long-term financial success
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
Student Ambassador
University of Central Missouri
05.2020 - 05.2022
- Developed a series of workshops and seminars to educate students on the various academic and career opportunities available to them
- Utilized data analysis to identify key trends in recruitment and developed strategies to target potential students
- Skilled in engaging prospective students, providing campus tours, and offering valuable insights into student life
- Distributed mail, filed documents, and answered telephone calls.
- Mentored students to increase satisfaction and help engage in campus life.
Education
Bachelor of Science - Business Administration, Economics, Finance
University of Central Missouri
Warrensburg12.2022
Bachelor of Science -
University of Central Missouri
05.2022
Skills
- Life and Health Insurance Licenses
- Property and Casualty License
- Security Industry Essentials Exam
- Eagle Scout
- Time Management
- Fast Learner
- Effective Time Management
- Adaptability
- Customer Service
- Microsoft Office
- Microsoft Office Word
- Microsoft PowerPoint
- Computer Skills
- Client Retention
- Reliable
- Strong Work Ethic
- Problem-Solving and Critical Thinking
- Debt management
- Budget planning
- Cash flow management
- Cost control
- Corporate finance
Timeline
Financial Service Officer
Serve Credit Union
01.2024 - Current
Financial Service Professional
New York Life Insurance
02.2023 - 12.2023
Student Ambassador
University of Central Missouri
05.2020 - 05.2022
Bachelor of Science - Business Administration, Economics, Finance
University of Central Missouri
Bachelor of Science -
University of Central Missouri