Robert Speer
Financial Relationship Consultant
Oakland,TN
Summary
Dedicated Banking professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
16
16
years of professional experience
Work History
Financial Relationship Consultant
Regions Bank
Memphis, TN
08.2018 - Current
- Educated clients on various financial matters and provided professional recommendations on products and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company.
- Trained new tellers in processes and procedures for financial institution, answering questions and providing guidance.
- Performed vault, alarm and door duties to facilitate opening and closing of operations.
- Adhered to dual control processes and audited cash drawers to reduce losses due to accounting errors and employee theft.
- Answered customer questions and explained policies and procedures to solve problems and assist with complex transactions.
- Greeted and welcomed customers with courteous and professional approach to drive prompt, accurate and efficient transactions.
Mixologist
GrillSmith
Tampa, FL
05.2013 - 07.2018
- Prepared classic, modern and unique cocktails for each customer.
- Maintained quality of garnishes, juices and other perishables by preparing new stock daily.
- Stored supplies according to bar policies and health code requirements.
- Received cash, made change and issued receipts.
- Managed bar inventory, restocked supplies and placed orders for spirits, beer, wines and mixers.
- Verified drinking age requirements of customers by carefully reviewing photo identification.
- Tracked bar stock levels and promptly replenished low materials to prevent shortages.
- Created attractive bar displays by strategically arranging bottles and glasses.
- Maintained relationships with restaurant vendors to facilitate effective inventory management and implement cost controls.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
- Managed disruptive customer behavior and mitigated liability by following policy and procedure.
Assistant Manager
Goin' Postal Shipping Center
Zephyrhills, FL
01.2007 - 05.2013
- Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
- Helped with planning schedules and delegating assignments to meet coverage and service demands.
- Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
- Completed regular inventory counts to verify stock levels, address discrepancies and forecast future needs.
- Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
- Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
- Verified inventory counts remained within monthly tolerance levels and compiled financial data in compliance with budget.
- Assisted in organizing and overseeing assignments, planning and coordinating in-house and outsourced resources.
- Achieved recognition for contribution to store success by optimizing sales.
Education
Associate of Arts - Sales And Marketing Education
Hillsborough Community College
Tampa, FL05.2011
High School Diploma -
Zephyrhills High School
Zephyrhills, FL05.2006
Skills
- Financial Knowledge
- Customer Needs Assessments
- Customer Transactions
- Sorting and Filing
- Customer Relationship Management
- Wire Transfer
- Customer Expectations Management
- Deposit Verification
- Teller Training
- Cash Control Guidelines
- Data Security and Validation
- Cash Supply Orders
Timeline
Financial Relationship Consultant
Regions Bank
08.2018 - Current
Mixologist
GrillSmith
05.2013 - 07.2018
Assistant Manager
Goin' Postal Shipping Center
01.2007 - 05.2013
Associate of Arts - Sales And Marketing Education
Hillsborough Community College
High School Diploma -
Zephyrhills High School
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