Scott Masters
Tempe,United States
Summary
Successfully obtained both Series 7, Series 63, and SIE licenses, CRD# 6823980. Collaborative team player with ownership mentality and a proven track record of delivery the highest quality service and strategic solutions to customer service challenges to help propel business growth. Strong analytical skills assist operations through accurate and dynamic decision making skills. Strong communication skills, and an empathetic mindset help myself flourish in customer service roles.
Overview
7
7
years of professional experience
Work History
Verification Advocate
Carvana
09.2024 - Current
- Assisted with applications and collected required paperwork to help individuals go through underwriting process in getting car loans. Assisted individuals in navigating processes and procedures to resolve issues, understand rights and express views.
Branch Teller
Midfirst Bank
10.2023 - 09.2024
- Identified sales opportunities and referred customers to branch partners in financial services. Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates. Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Advisor Support Representative
Vanguard
03.2022 - 09.2023
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs. Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities. Facilitated new client onboarding process and investment account setup.
Registered Representative
Robinhood Financial
06.2021 - 02.2022
- Maintained relationships with clients through punctuality and excellent customer service. Demonstrated dynamic customer service by responding to customer inquiries. Promoted quality customer service by executing follow up procedures.
Business Analyst, Special Projects
U-Haul International
12.2019 - 05.2021
Analyst, Institutional Fund Accounting
Northern Trust Corp.
04.2018 - 11.2019
Education
Bachelor of Science - Finance
Arizona State University
Tempe, AZ05-2017
Associate of Arts - Business Administration
Mesa Community College
Mesa, AZ05-2015
Timeline
Verification Advocate
Carvana
09.2024 - Current
Branch Teller
Midfirst Bank
10.2023 - 09.2024
Advisor Support Representative
Vanguard
03.2022 - 09.2023
Registered Representative
Robinhood Financial
06.2021 - 02.2022
Business Analyst, Special Projects
U-Haul International
12.2019 - 05.2021
Analyst, Institutional Fund Accounting
Northern Trust Corp.
04.2018 - 11.2019
Bachelor of Science - Finance
Arizona State University
Associate of Arts - Business Administration
Mesa Community College
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