Shelbi Black

Summary

Knowledgeable and dedicated financial services professional with extensive experience in the financial industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed, and process optimization. Articulate, energetic, and results-oriented with exemplary passion for, financial products and services, economic trends, and problem solving.

Overview

years of professional experience

Work History

Learning Center Teacher

Creative Minds

06.2019 - 03.2021

Consulted and collaborated with staff around student learning styles, differentiated instruction, and curricula modifications
Developed Marketing and finance strategies to help turn company profit in 5 Months
Organized day to day activities using multiple Microsoft excel functions, such as employee schedule, account receivables from consumers, or to track infant/toddler activity
Developed IEP goals and objectives and completed related documentation accurately.

Lead Specialist

Loan Services

06.2021 - 12.2021

Helped to increase business efficiency and profitability with recommended process optimizations
Brought in new clients and increased revenue by promoting bank and available services
Trained incoming specialists with firsthand experience
Verified data accuracy and completeness by running validation queries
Lead team and maintained top 20% in company metrics being recognized for being positive influence amidst colleagues
Evaluated diverse organizational systems to identify workflow, communication and resource utilization issues

Financial Services Representative

TD Ameritrade

12.2021 - 06.2023

Built and deepened productive relationships with prospective and competitive customers to drive sustained growth. Handling over 50 clients per day
Exceeded goals through effective task prioritization and great work ethic.
Maintained energy and enthusiasm in fast-paced environment.
Corresponded with customers and conferred with coworkers to answer inquiries, discuss market fluctuations or resolve account problems.
Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Provided clients with price quotes on securities and financial information on corporations issuing select securities.

Stock Broker

Charles Schwab

06.2023 - Current

Collaborated with analysts and coverage traders to distribute relevant market information.
Devised detailed hedge and trade strategies for specific trades.
Created daily market recaps and profit and loss information to 30 senior traders at close of each trading day.
Updated account information to maintain customer records.
Handled customer inquiries and suggestions courteously and professionally.
Clarified customer issues and determined root cause of problems to resolve product or service complaints.
Participated in team meetings and training sessions to stay informed about product updates and changes.
Analyzed customer service trends to discover areas of opportunity and provide feedback to management.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.

Education

BBA - Finance

Stephen F. Austin State University

Nacogdoches, TX

Skills

Licensed Trader (series 7 and 63)
Financial Analysis
Customer Service
Microsoft Office

Active listening
Team Collaboration
Stock Market Expertise
Problem-Solving Abilities

Timeline