Experienced Financial Services Consultant with background in selling financial services and building relationships to help clients achieve their goals.
Overview
7
7
years of professional experience
2
2
years of post-secondary education
Work History
Financial Consultant Branch Sales and Services
PNC Bank, NA
Valley Park, MO
09.2019 - Current
Strive to provide a consistent and excellent customer experience by delivering sales conversations through internal interactions and outbound calling with clients.
Assist customers with setting up or closing accounts, completing loan applications and signing up for new services.
Monitor performance and complete monthly and quarterly operations reports.
Perform daily due diligence to mitigate risks of fraud.
Universal Banker
FCB Bank
St Louis, MO
09.2018 - 09.2019
Experienced and efficient in full range of banking services, including opening new accounts such as checking, savings, money market and certificates of deposit.
promoting and providing bank products and services.
Completing and sharing reports that detail individual and group progress.
Trained and mentored new employees to maximize performance, efficiency and compliance.
Teller Associate
Enterprise Bank & Trust
Arnold, MO
03.2016 - 09.2018
Completed high volume of client transactions such as processed deposits, withdrawals, cashiers checks, money orders, cash advance.