Tyrell James
West Hartford,CT
Summary
Hardworking employee who is enthusiastic about learning the business inside and out. Purses opportunities to learn new skills and contribute to group success. Offers strong administrative, relationship-building and problem-solving abilities.
Overview
6
6
years of professional experience
Work History
Retail Banker II
TD Bank
02.2023 - Current
- Strengthened client portfolio by identifying needs and recommending suitable financial products or services.
- Kept current with financial services marketplace and legal and regulatory environment to uphold highest ethical requirements of industry.
- Complied with regulatory, legal and ethical requirements to protect bank assets.
- Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
Sales Representative
Simple Connections
08.2022 - 01.2023
- Increased sales by offering advice on purchases and promoting additional products
- Achieved monthly sales goals by promoting product benefits and enrolling new clients.
- Retained excellent client satisfaction ratings through outstanding service and delivery
- Trained and mentored new sales representatives.
Broker
Certified Financial Group
06.2018 - 07.2022
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
Education
Bachelor of Arts - Economics
University of Connecticut
Storrs, CT05.2018
Skills
- Consumer Banking
- Financial product knowledge
- Customer Education
- Closing Sales
- Qualified Lead Generation
- Sales Representation
- B2B Sales
- Inside and Outside Sales
- Complex Problem-Solving
- Portfolio Management
- Financial Analysis
- Trend Analysis Expertise
- Financial Modeling
- Business Forecasting
- Industry Economics
Timeline
Retail Banker II
TD Bank
02.2023 - Current
Sales Representative
Simple Connections
08.2022 - 01.2023
Broker
Certified Financial Group
06.2018 - 07.2022
Bachelor of Arts - Economics
University of Connecticut