SOCORRO OLSEN
San Carlos,CA
Summary
Extensive client care experience. Personable candidate committed to helping clients meet financial goals by creating investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
4
4
years of professional experience
Work History
Consumer Investments Financial Solutions Advisor
Bank Of America Merrill Lynch
10.2022 - Current
- Developed customized financial plans that addressed specific needs such as college savings and retirement planning.
- Enhanced client satisfaction by providing financial solutions and personalized investment advice.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Ensured compliance with industry regulations by diligently adhering to established policies and procedures in all aspects of work operations.
- Expanded business opportunities through effective networking and partners referrals.
Credit Solutions Advisor
Bank Of America
08.2020 - 10.2022
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Provided product solutions recommendations to meet clients' personal and business financial needs.
Education
Bachelor of Arts - Child And Adult Development
San Francisco State University
San Francisco, CA04.2008
Skills
- Attention to Detail
- Client Relations
- Regulatory Requirements Adherence
- Analytical Thinking
- Investment planning
Timeline
Consumer Investments Financial Solutions Advisor
Bank Of America Merrill Lynch
10.2022 - Current
Credit Solutions Advisor
Bank Of America
08.2020 - 10.2022
Bachelor of Arts - Child And Adult Development
San Francisco State University
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