Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
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Zachary Blaisdell

Colonial Heights,VA

Summary

Excels at operating in high-volume, competitive bank settings. Excellent sales and service strengths, as well as in-depth understanding of account management, transaction processing and recordkeeping requirements.

Overview

11
11
years of professional experience

Work History

Financial Services Representative LPA

First Citizens Bank
Chesterfield, VA
05.2023 - Current
  • Developed and implemented strategies for financial planning, investments, and retirement.
  • Provided guidance on investment decisions to ensure maximum returns.
  • Conducted regular reviews of existing portfolios to ensure they remain in line with clients' goals.
  • Assisted clients in understanding complex financial concepts and instruments.
  • Fostered relationships with new and existing customers through proactive outreach and appointment setting.

Consumer and Small Business Specialist

Virginia Credit Union
Colonial Heights, VA
10.2022 - 04.2023
  • Devised targeted solutions for various customers and offered deposit, lending and investment services.
  • Networked in community, obtained referrals from customers and used sales techniques such as cold calling to increase business.
  • Consulted with small business customers to determine needs and means and propose personalized banking solutions.
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.
  • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.

Branch Operations Manager

Wells Fargo
Chester, VA
11.2021 - 09.2022
  • Coached staff on policies, procedures and performance strategies.
  • Managed branch files per recordkeeping and compliance requirements.
  • Mitigated regulatory risks by ensuring all areas maintain compliance with company, state and federal protocols.
  • Strengthened operational efficiencies and traceability by developing organizational filing systems for billing, receiving and delivery records and reports.
  • Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.

Relationship Banker

Wells Fargo Bank, N.A.
Hopewell, VA
08.2016 - 11.2021
  • Created strategic financial solutions to suit individualized client needs.
  • Met with clients to facilitate budget management and financial guidance.
  • Partnered with mortgage officers and financial advisors to provide clients with optimal financial solutions.
  • Consulted with clients to assess and meet short- and long-term financial goals.
  • Improved customer satisfaction ratings by listening to complaints and finding appropriate solutions to problems.

Personal Banker 1

Wells Fargo Bank, N.A.
Petersburg, VA
05.2013 - 08.2016
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Exercised judgment when dispensing information to maintain confidentiality of sensitive information.

Education

Bachelor of Science - Computer Information Systems

ECPI University
Virginia Beach, VA
08.2010

Bachelor of Science - Computer Engineering

ITT Technical Institute - Indianapolis
Indianapolis, IN
09.2012

Skills

  • Financial Services
  • Account Performance Reviews
  • Retirement planning
  • Portfolio Management
  • Investment strategies
  • Customer Relationship Management
  • Communication
  • Relationship building
  • Conflict resolution

Additional Information

Currently holding Life Insurance license for the state of Virginia

Currently holding investment licenses series 6, 63 and 65 for the state of Virginia

Timeline

Financial Services Representative LPA

First Citizens Bank
05.2023 - Current

Consumer and Small Business Specialist

Virginia Credit Union
10.2022 - 04.2023

Branch Operations Manager

Wells Fargo
11.2021 - 09.2022

Relationship Banker

Wells Fargo Bank, N.A.
08.2016 - 11.2021

Personal Banker 1

Wells Fargo Bank, N.A.
05.2013 - 08.2016

Bachelor of Science - Computer Information Systems

ECPI University

Bachelor of Science - Computer Engineering

ITT Technical Institute - Indianapolis

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Zachary Blaisdell