Robert Keller
Financial Concierge
Spokane,WA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Eager to seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Motivated sales professional offering progressive sales and marketing experience. Highly results-oriented and energetic with unsurpassed interpersonal and communication strengths. Productive, hardworking and known for consistent stellar performance against target sales goals and customer service expectations.
Overview
4
4
years of post-secondary education
3
3
years of professional experience
Work History
Financial Concierge NMLS# 2174927
Washington Trust Bank
Spokane, WA
11.2020 - Current
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Highlighted values and educated clients on a wide range of financial products.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Maintained energy and enthusiasm in fast-paced environment.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Developed and maintained courteous and effective working relationships.
- Offered friendly and efficient service to all customers, handled challenging situations with ease.
Financial Professional
New York Life Insurance Company
Spokane, WA
05.2020 - 11.2020
- Maintained high standards of customer service by building relationships with clients.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Reviewed customer needs and financial means to determine appropriate policy offerings.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Calculated quotes and educated potential clients on insurance options.
ZinnStarter - Board Member
Carroll College
Helena, MT
09.2019 - 05.2020
- Reviewed outcomes and metrics to evaluate performance, effectiveness and impact.
- Collaborated with three other members to seek involvement in policy decisions, fundraising and visibility of organization.
- Focused teams on developing innovative and cutting-edge approaches at all levels with effective resource allocation and strategic planning.
- Provided personalized business consulting and overhauled services to strengthen client success.
Marketing Intern (Summer 2018 & 2019)
Washington Trust Bank
Spokane, WA
05.2018 - 08.2019
- Planned and executed internal and external marketing events.
- Helped with planning and hosting of marketing events.
- Contributed to mock-ups, email campaigns and social media content.
- Provided administrative support to senior staff, including creating proposals and organizing documentation.
- Collaborated with team members to help expand marketing channels.
Human Resources/Merchant Services Intern
Washington Trust Bank
Spokane, WA
05.2017 - 08.2017
- Administered benefits programs, analyzed compensation and other competitive data and prepared budgets.
- Performed various administrative functions, including filing paperwork, delivering mail, sorting mail, office cleaning and bookkeeping.
- Supported efforts to optimize employee engagement, diversity and inclusion to enhance performance management and retention.
- Developed strong written and verbal communication skills.
- Worked with HR team to coordinate company events.
Education
Bachelor's Degree - Business Administration – Management & Marketing
Carroll College
Helena, MT 08.2016 - 05.2020
Skills
Engaging with Diverse Customers
Strong Communication and Interpersonal Skills
Excellent Written and Verbal Communication
Timeline
Financial Concierge NMLS# 2174927
Washington Trust Bank
11.2020 - Current
Financial Professional
New York Life Insurance Company
05.2020 - 11.2020
ZinnStarter - Board Member
Carroll College
09.2019 - 05.2020
Marketing Intern (Summer 2018 & 2019)
Washington Trust Bank
05.2018 - 08.2019
Human Resources/Merchant Services Intern
Washington Trust Bank
05.2017 - 08.2017
Bachelor's Degree - Business Administration – Management & Marketing
Carroll College
08.2016 - 05.2020