Tyler Fields
Johnson City,TN
Summary
Driven Wealth Management Officer offering 5-years working with financial products. Handles diverse range of financial needs, retirement planning and insurance advisement. Decisive planner and problem-solver with understanding of marketing and sales strategies.
Overview
12
12
years of professional experience
Work History
Wealth Management Client Associate
Merrill Lynch
04.2019 - Current
- Develops personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Facilitates new client onboarding process and investment account setup.
- Assists clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Helps individuals and families build and execute wealth management strategies based on unique goals and objectives.
Branch Teller
TRUIST
10.2016 - 04.2019
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
Dry Cleaner Customer Service Representative
Craigs One Hour Dry Cleaners
06.2012 - 11.2016
- Delivered prompt service to prioritize customer needs.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Responded proactively and positively to rapid change.
- Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
Education
Bachelor of Science - Corporate Finance And Investing
East Tennessee State University
Johnson City, TN12.2018
Bachelor of Science - Accounting And Finance
Northeast State Community College
Blountville, TN08.2016
Skills
- Wealth Management
- Financial Planning
- Retirement Needs
- Problem Solving
- Industry Knowledge
- Organizational Skills
- Compliance Awareness
- Customer Service
- Product Knowledge
- Attention to Detail
- Time Management
- Client Relationship Management
Timeline
Wealth Management Client Associate
Merrill Lynch
04.2019 - Current
Branch Teller
TRUIST
10.2016 - 04.2019
Dry Cleaner Customer Service Representative
Craigs One Hour Dry Cleaners
06.2012 - 11.2016
Bachelor of Science - Corporate Finance And Investing
East Tennessee State University
Bachelor of Science - Accounting And Finance
Northeast State Community College
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