Robert Taylor-Smith
Los Angeles,CA
Summary
Analytical professional with proven experience in organizing, modeling and analyzing data to forecast business trends. Results driven professional offering a progressive career in financial services. Recent node operator of smart contracts using the ERC20 standard on Faucet TestNet. If you have any further questions or would like to contact me please reach me by email or phone number.
Overview
5
5
years of professional experience
Work History
Licensed Relationship Banker
JP Morgan Chase
05.2022 - Current
- Passed the Series 6TO - Investment Company Products/Variable Contracts Examination
- Passed the Series 63 - Uniform Securities Agent State Law Examination
- Identified financial needs of customers and presented appropriate product and service options.
- Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
- Resolved discrepancies concerning customers' accounts, improving client satisfaction.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Performed at over 150% of target
UW Analyst
PNC Real Estate
02.2020 - 03.2020
- Identified and resolved problems through root cause analysis and research
- Performed system analysis, documentation, testing, implementation and user support for platform transitions
- Reviewed program implementation plans to assess risk and feasibility.
Financial Advisor
Merrill Lynch Vienna VA
06.2019 - 12.2019
- Studied for and passed the SIE exam, an exam that assessed my knowledge of securities industry information including products and their risks; the structure of the securities industry markets, regulatory agencies and their functions
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities
- Worked with clients to support understanding of rationale and details of financial strategies
- Navigated clients and sales opportunities using SalesForce
Universal Banker
SunTrust Bank
09.2018 - 06.2019
- I complete loss analysis and reviews to identity trends and maximum financial improvement for SunTrust
- Developed business relationships with customers through sales calls, networking, and other outside activities
- Insure clients comply with Anti Money Laundering rules and the Bank Secrecy Act
- Resolved account issues and analyze account close outs to assess the potential for future business
- Exceeded sales goals by 246% found on my Linkedin page
Education
Hofstra University Hempstead
Hempstead, NY2017
Skills
- Trend Forecasting
- Python
- Ethereum
- Business Development
- Financial Service
- Data Modeling
- Microsoft Outlook
- Series 6 - Investment Company Products/Variable Contracts Representative
- Series 63 - Uniform Securities Agent State Law Representative
Timeline
Licensed Relationship Banker
JP Morgan Chase
05.2022 - Current
UW Analyst
PNC Real Estate
02.2020 - 03.2020
Financial Advisor
Merrill Lynch Vienna VA
06.2019 - 12.2019
Universal Banker
SunTrust Bank
09.2018 - 06.2019
Hofstra University Hempstead
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