Robbin Barnes-Guy
Twinsburg
Summary
Licensed Sales Assistant with solid background in supporting sales teams and managing client relationships. Possess strong skills in customer service, communication, and problem-solving to effectively meet sales goals. Previously contributed towards team success by streamlining processes, improving client satisfaction and enhancing operational efficiency.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Licensed Sales Assistant
Citizens Bank
Northfield
08.2007 - 01.2025
- Managed three offices with over 1,000 clients.
- Assist high-net-worth individuals with 20 or more financial advisors, working on discrepancy resolution and trade escalations.
- Provide coverage to the top producer in the company and partner with the top two financial advisors (FAs) in Ohio.
- Support bank colleagues with help for investment clients.
- Complete correspondence, trade, and customer reviews.
- Handle operation, commission, and licensing issues.
- Oversee the majority of client calls, working independently without being instructed.
- Offer excellent customer satisfaction in developing client relationships.
- Serve as a liaison between clients, financial advisors, and internal departments.
- Complete new client onboarding and service requests for existing clients, submit cases into workflow, and follow through to funding.
- Sustained expertise on operational processes and systems.
Licensed Sales Assistant
Ohio Savings Bank
Hudson, OH
08.1996 - 08.2007
- Assisted customers with selecting appropriate products and services to meet their needs.
- Pursued continued professional development through insurance workshops, course and webinars.
- Created spreadsheets in Microsoft Excel for record-keeping and reporting.
- Answered customer questions to maintain high satisfaction levels.
- Utilized targeted email campaigns and cold calling to increase revenue.
Education
Kent State University
Kent, OHSkills
- Streamlining client onboarding procedures
- Accurate trade execution
- Financial analysis
- Excel proficiency
- Regulatory adherence
- Problem-solving expertise
- Professional relationship building
- Analytical problem solving
- Effective communication
- Proactive self-starter
- Effective team cohesion
- Service excellence
Certification
- Series 6 license
- Ohio Life & Health Insurance license
Timeline
Licensed Sales Assistant
Citizens Bank
08.2007 - 01.2025
Licensed Sales Assistant
Ohio Savings Bank
08.1996 - 08.2007
Kent State University
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