Tony Bradley
Irving
Summary
Results-driven financial services professional with experience in client relationship management, investment support, and account servicing within fast-paced environments. Skilled in identifying client needs, explaining financial products, resolving account issues, and delivering high-quality customer experiences. Proven ability to manage high call volumes, build rapport with clients, and support financial planning initiatives while maintaining compliance standards.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Investment Planning Services Representative
State Farm
01.2025 - Current
- Support clients with investment and financial planning service inquiries while delivering a high level of professionalism and customer care
- Educate clients on investment products, account options, and financial service solutions aligned with their goals and needs
- Build strong client relationships through proactive communication, active listening, and problem resolution
- Maintain compliance with industry regulations and company standards while handling sensitive financial information
- Collaborate with internal teams to ensure timely follow-up, account servicing, and a seamless client experience
Customer Accounts Representative
American Honda Finance Corporation
09.2024 - 12.2024
- Managed 70–100 inbound and outbound client interactions daily regarding financing options, account inquiries, and payment solutions while maintaining strong customer satisfaction
- Resolved account discrepancies, payment concerns, and technical issues efficiently to reduce escalations and improve client experience
- Explained financing agreements, payment plans, and account options clearly to help customers make informed financial decisions
- Demonstrated strong communication and relationship-building skills within a fast-paced, metrics-driven environment
Education
Bachelor of Business Administration - Entrepreneurship and Enterprise Management
University of North Texas
Denton, TXSkills
- Client Relationship Management
- Investment Support
- Financial Services
- Retirement & Investment Solutions
- Account Management
- Sales Support
- Problem Solving
- Compliance Awareness
- CRM Systems
- Salesforce
Certification
- Securities Industry Essentials (SIE)
- FINRA Series 6
- FINRA Series 63
Timeline
Investment Planning Services Representative
State Farm
01.2025 - Current
Customer Accounts Representative
American Honda Finance Corporation
09.2024 - 12.2024
Bachelor of Business Administration - Entrepreneurship and Enterprise Management
University of North Texas