Summary
Overview
Work History
Education
Skills
Timeline
GeneralManager

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

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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

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Robert KellerFinancial Concierge