Rushelle Brown
Camdenton,MO
Summary
Seasoned Financial Services Representative with relevant experience in providing clients with tailored financial solutions and investment advice. Strengths include strong analytical skills, client relationship management, and knowledge of banking products and services. Previous work resulted in improved client satisfaction and increased portfolio growth through personalized service delivery.
Overview
14
14
years of professional experience
Work History
Financial Services Representative
Sullivan Bank
Sunrise Beach, Missouri
03.2023 - Current
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Maintained strict compliance with all regulatory and ethical standards in financial advisory services.
- Identified potential areas of concern or improvement within a client's portfolio.
- Prepared reports detailing client portfolio performance and asset allocation.
- Maintained friendly front-line coverage by greeting and assisting walk-in customers, promoting good first impressions with clients.
- Provided advice on a range of financial products including mutual funds, stocks, bonds, and insurance.
- Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
Assistant Bank Manager
US Bank NA
Camdenton, Missouri
01.2013 - 03.2023
- Analyzed actual financial results to budget, preparing variance reporting to functional groups.
- Coordinated preparation of external audit materials and external financial reporting.
- Developed strategies for improving operational efficiency within the branch.
- Created sales action plans to consistently meet employee retention, profit, customer experience and lending goals.
- Prepared monthly financial reports outlining revenue, expenses and profit and loss statements.
- Analyzed customer data to identify trends in account activity and suggest ways to increase sales opportunities.
- Created detailed reports summarizing overall performance metrics for review by senior management.
Retail Manager
Hibbetts Sports
Lebanon, Missouri
08.2010 - 01.2013
- Created weekly schedules for store employees according to labor laws and budget constraints.
- Organized promotional events to increase brand awareness and drive sales growth.
- Ensured compliance with health and safety regulations within the store.
- Managed visual merchandising, maintaining standards and elevating customer experience.
- Oversaw retail operations to ensure all stations were operating efficiently and maintaining customer service standards.
- Analyzed sales data to identify trends and adjust strategies accordingly.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Directed or coordinated financial or budget activities to fund operations and maximize investments.
Skills
- Technical lifecycle management
- Relationship management
- Debt management
- Financial markets
- Risk management
- Account retention
- Customer relationship building
- Customer relationship management
- Account maintenance
Timeline
Financial Services Representative
Sullivan Bank
03.2023 - Current
Assistant Bank Manager
US Bank NA
01.2013 - 03.2023
Retail Manager
Hibbetts Sports
08.2010 - 01.2013