Robert Alvarez
Auburn,WA
Summary
Directed sales and administration of all banking services, including deposits, loans, investments and trusts to businesses and individuals within assigned region. Worked with customers to develop investment and financial plans. 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, estate planning and investment. Results-driven [Job Title] experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.
Overview
9
9
years of professional experience
Work History
Banking Advisor
FFNWB
02.2015 - Current
- Coordinated with various divisions and departments in servicing of routine banking transactions.
- Extended and sustained relationships with customers to maintain and grow business.
- Contacted prospective clients to generate new loans, deposits and business to achieve company production goals.
- Worked with customers to procure updated financial information on continuous basis.
- Reviewed demand deposit profitability analysis and outlined strategies to bring unprofitable accounts back to profitable status.
Education
Bachelor of Science -
DeVry University
Pomona, CA02.2027
Skills
- Employee Performance Evaluations
- Business Development
- Managing Wealth
- Growth Portfolios
- Business Prospecting
- Consultative Sales Approach
- Sales Expertise
- Persuasive Sales Techniques
- Professional Relationships
- High Net Worth Individuals Marketing
Timeline
Banking Advisor
FFNWB
02.2015 - Current
Bachelor of Science -
DeVry University