Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Work Availability
Timeline
Hi, I’m

SARIYAH MUSCHETTE

Florida
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
SARIYAH MUSCHETTE

Summary

Highly motivated and enthusiastic professional with a strong passion for data analysis. Eager to embark on a career as a Junior Data Analyst, combining existing financial knowledge with a commitment to continuous learning and growth. Currently enrolled in IBM Data Analyst Professional certification course to expand expertise and refine skills in data analysis techniques and tools. Seeking an opportunity to contribute to a dynamic team, leverage analytical capabilities, and make a meaningful impact in the field of data analysis.

Overview

5
years of professional experience
1
Certification

Work History

TD Bank

Financial Services Representative
04.2023 - Current

Job overview

  • Analyze the customers financial and personal needs and provide professional recommendations for the best account for them, including personal and business accounts
  • Build and maintain relationships with clients
  • Understand their financial needs, assess their risk tolerance, and develop customized financial plans to meet their objectives
  • Knowledgeable about financial regulations, such as anti-money laundering (AML) and know-your-customer (KYC) requirements
  • Responded to inquiries from clients and provided financial advice to drive fiscal growth

TranzAct

Licensed Life Insurance Agent
07.2022 - 11.2022

Job overview

  • Mutual of Omaha life insurance policy sales via telephone to clients via Inbound and Outbound calls.
  • Respond to policy inquiries, provide product and service feature explanations to potential customers.
  • Analyzed customers' financial situations to recommend appropriate life insurance policies.
  • Give knowledgeable service to every customer.
  • Maintained high standards of customer service by building relationships with clients.

Bankers Life & Casualty Insurance

Licensed Insurance Sales Agent
03.2022 - 07.2022

Job overview

  • Sold $100,000+ life insurance policies and assisted clients 65 and over with their transition to Medicare.
  • Developed a prospective customer base and advertised our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business.
  • Managed electronic and paper records and ensured all contracting paperwork was kept current.

Ultimate Medical Academy

Student Finance Advisor
03.2021 - 10.2021

Job overview

  • Spoke with prospective students to run financial aid eligibility, assisted with the FAFSA application and all other documents.
  • Delivered the highest level of service and experience to students and co-workers while maintaining performance metrics.
  • Listened to students and answered questions regarding Financial Aid in a professional, accurate, and positive manner.
  • Helped students make informed decisions about financial future.

Nordstrom Rack

Customer Service & Cash Room Representative
12.2018 - 12.2020

Job overview

  • Investigated and resolved all Safe Fund Errors and communicated discrepancies to Department Manager.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Followed all Cash Room security guidelines.
  • Worked effectively in fast-paced environments

Education

Florida Atlantic University
Boca Raton, FL

Some College (No Degree) from Bachelor of Business Administration

Northern Virginia Community College
Alexandria, VA

Some College (No Degree) from Business Administration

Skills

  • Financial Knowledge
  • Customer Service
  • Sales and Cross-Selling
  • Problem Solving
  • Attention to Detail
  • Time Management
  • Technology Proficiency
  • Ethics and Integrity
  • Teamwork and Collaboration
  • Data and Information Analysis

Certification

  • Currently enrolled in IBM Data Analyst Professional Certification course - Expected 08/2023
  • Life Insurance Underwriting Training 06/23
  • Notary Public
  • National Mortgage Licensing System (NMLS) Certified
  • Life, Health and Annuity Insurance License - 02/22

FL, NJ, AZ, CA, CO, DE, ID, IL, IN, KY, MD, MI, MO, MS, NC, NY, OH, PA, SC, TN, TX, VA, WV

Accomplishments

  • Employee of the Month at Nordstrom Rack 07/2019
Availability
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Timeline

Financial Services Representative

TD Bank
04.2023 - Current

Licensed Life Insurance Agent

TranzAct
07.2022 - 11.2022

Licensed Insurance Sales Agent

Bankers Life & Casualty Insurance
03.2022 - 07.2022

Student Finance Advisor

Ultimate Medical Academy
03.2021 - 10.2021

Customer Service & Cash Room Representative

Nordstrom Rack
12.2018 - 12.2020

Florida Atlantic University

Some College (No Degree) from Bachelor of Business Administration

Northern Virginia Community College

Some College (No Degree) from Business Administration
SARIYAH MUSCHETTE