Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Certification
Timeline
Generic

Samuel Driscoll

Cary,NC

Summary

I am a hard working financial professional. I hold licenses that allow me to sell mutual funds and annuities. My job is to educate clients on the best financial path for them to take and what products make the most sense for their current situation. By education I'm a political scientist. I have taken many courses in government and history. My passion is history and politics. I went to a Christian high school and college. I was able to take many biblical studies classes which allows me to not only understand American History but have a small foundation in church history.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Financial Service Representative LPA

First Citizens Bank
Cary, NC
06.2024 - Current
  • Delivered accurate service information to meet goal-directed development plans.
  • Updated accounts with recent information and processed customer payments.
  • Resolved customer complaints promptly and efficiently.
  • Open investment accounts
  • Open Checking/savings accounts
  • Educate clients about financial products
  • Discuss financial Plans

Financial Service Specialist

First Citizens Bank
Cary, NC
09.2022 - 06.2024
  • Handle cash transactions.
  • Open Accounts.
  • Handle all Client's needs.
  • Educate clients on thebest products for them.

Operations Services Supervisor

First Citizens Bank
Cary, NC
03.2022 - 09.2022
  • Conducted regular performance evaluations, providing constructive feedback and setting individual goals.
  • Addressed and resolved interpersonal conflicts within the team, maintaining a harmonious work environment.
  • Developed strategies to improve team performance and productivity.
  • Monitored operations and reviewed records and metrics to understand company performance.

Education

Master of Arts - American Government: Public Policy And Law

Regent University
Virginia Beach, VA
12-2025

Bachelor of Arts - American Government

Regent University
Virginia Beach, VA
05-2020

Skills

  • Customer support
  • Calendar management
  • Customer relationship management
  • Account updates
  • Organization
  • Schedule management
  • Complaint handling
  • Service recommendations
  • Customer relations
  • Academic goals
  • Course implementation
  • Clear communication

Affiliations

  • I currently work full time while also working on my Master
  • The goal for the masters is to start a career in education teaching the history and government courses.

Accomplishments

  • 100% goal production in 2021, 2022 and 2023

Certification

  • Series 6
  • Series 63
  • State Life insurance

Timeline

Financial Service Representative LPA

First Citizens Bank
06.2024 - Current

Financial Service Specialist

First Citizens Bank
09.2022 - 06.2024

Operations Services Supervisor

First Citizens Bank
03.2022 - 09.2022

Master of Arts - American Government: Public Policy And Law

Regent University

Bachelor of Arts - American Government

Regent University

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Samuel Driscoll