Shawn Bivens

• Arranged items at destination according to customer requests and instructions.
• Loaded and unloaded trucks with customer possessions or merchandise weighing up to [Number] lbs.

Work with clients one-on-one to determine their individual financial needs, goals, and priorities.

Once client's financial parameters have been outlined:

• Craft a comprehensive strategy on a tactical level to determine the needed allocations to accommodate individual time horizons of all underlying short-term, mid-term, and long- term goals.
• Develop and maintain strong relationships to maximize client satisfaction and retention.

Other duties include:

• 50 plus outbound phone calls for appointment setting for future business
• Meet weekly with banking center partners to source new business opportunities.

Regional Private Banker:

• Managed a book of over 250 high net-worth households
• Was to work with Wells Advisors Wealth Management partners to capture clients full balance sheet in securing assets like retirement accounts
• Estate planning, lending accounts, and business succession planning services when appropriate.

Day-to-day duties included:

• Sourcing leads from platform bankers who would refer qualified clients for sales and service
• Manage book of business daily for additional opportunities and referrals i.e outbound calling to set appointments
• Typically 50+ plus outbound calls per day