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Candidate Info
15
years in workforce
7
years at this job
Financial Services Representative
Negotiated and established new master lease agreements for customers, generating 5 to 10 new master leases per year.
- Developed customer relationships and grew lease revenue to $1,000,000 for 2 to 4 customers annually.
- Engaged cross-functional resources such as credit, legal, pricing, operations, end of lease to work as a team and effectively managed new and existing customer relationships.
- Partnered with the Dell sales team to uncover new business, targeting specific product lines such as Compellent, Equallogic, Force 10, Quest and Microsoft, among other product lines.
- Partnered with DFS Channel team to expand lease portfolio for existing as well as new customers.
- Utilized Salesforce to manage territory through reporting, updating specific account information and identifying new opportunities/partners, as well as provided accurate forecasting for management.
- Assisted all new hires within our region with training and remain a resource for ongoing business.
Candidate Info
12
years in workforce
1
year at this job
Biology
Financial Services Representative
Accounts Receivable Specialist and Senior Medical Biller for dermatology group with two Medicare approved surgery centers and eight practice locations, including that of Susan Wolf MD who joined the group in 2011.
- Entered charges and codes for 15 of 32 providers for medical, surgical and cosmetic procedure billing
- Responsible for the successful acquisition of Dr. Susan Wolf's practice in 2011
- Reconciled entries daily, posted payments to ledger accounts, managed productivity reports
- AR specialist for aging accounts, successfully resolved accounts utilizing problem solving expertise, flexibility, accuracy, and extensive medical knowledge
- Mentored and trained new financial services staff on billing and claims procedures
- Advised front office staff on best practice methods for optimal patient registration and revenue procurement
Candidate Info
2
years in workforce
6
months at this job
BS
Chemistry
MS
Chemistry
Mental Measurement
Registered Financial Services Representative
Provided 300+ investors with mutual funds, portfolio content sales and marketing support.
- Resolved 200+ client account discrepancies relating to dividend payments, performance analysis and 1099s.
- Recommended fixed income and equity products based on investors objectives.
- Developed and prepared weekly newsletters for 100+ employees detailing mutual fund updates and departmental issues.
- Calculated analyzed hypothetical illustrations on mutual fund performance and investments risks.
Candidate Info
3
years in workforce
11
months at this job
BS
Business Administration
MS
Accounting
Financial Services Representative
Identified the financial goals for potential and existing clients and prioritized goals
- Analyzed clients' needs based on their current financial situation
- Proposed financial solutions designed to satisfy client goals and implemented the financial plan of choice
- Periodic reviews to measure the success of the financial plan and to make necessary adjustments
- Provided individuals opportunities to build wealth, protect income and mortgage, plan for retirement,
- Assisted businesses with group benefits, key man, executive bonus, and succession planning
Candidate Info
9
years in workforce
8
years at this job
HS
High School Diploma
AS
Psychology
BA
Psychology
Financial Services Representative
inbound call clients, and outbound call clients on a multi-line telephone system.
- Resolved billing discrepancies to the client's satisfaction without the need of upper management involvement.
- Assisted bankers with the purchase of bulk supplies for their financial agencies.
- Utilized Up-Sell and Cross-Sell techniques in order to advertise products necessary to better suit the client's needs.
- Participated in the training and mentoring of new hire employees.
- Member of employee morale committee that helped build positive attitudes and developed employee appreciation activities in order to promote productivity within the work facility.
- Provided administrative assistance including, secretarial support, front desk duties, receptionist calls, and office archiving.
- Upheld the company's confidentiality policy to the fullest by ensuring that client information as maintained, updated, and disposed of properly.
Candidate Info
4
years in workforce
3
years at this job
BA
Forensic
Financial Services Representative
Accountable for creating invoices and credit memos, issuing them to customers, and updating customer files.
- Prepared itemized statements, bills, or invoices; and recorded amounts due for items purchased or services rendered.
- Reviewed documents such as purchase orders, credit memos, charge slips, in order to compute fees and charges due. Verified accuracy of billing data and revised any errors.
- Performed bookkeeping work, including posting data and keeping other records concerning costs of goods and services and the shipment of goods.
- Retained records of invoices and support documents.
- Collected and analyzed data to investigate incomplete requests, duplicated efforts, extravagance, fraud, or non-compliance with laws, regulations, and management policies.
- Prepared detailed reports on audit findings and reported to management about audit results, and recommend changes in operations and financial activities.
- Examined and evaluated financial and information systems to ensure system reliability and data integrity.
Candidate Info
10
months in workforce
3
months at this job
BBA
Risk Management And Insurance
Microeconomics
Spanish
Financial Services Representative
Prospected clients by cold calling and warm calling on the phone and at public events
- Educated potential clients with products such as Life Insurance and Disability Income
- Analyzed clients' financial needs and helped to recommend appropriate products to meet those needs
- Assisted in delivering informational sales presentations to potential clients and assisted throughout completion of application process while strengthening client relationships
- Attended extensive training meetings daily on prospecting, products, client development, and sales process techniques
Candidate Info
6
years in workforce
3
years at this job
BA
Business Administration
Financial Services Representative
Opened 150 new accounts in the past six months
- Referred 70 current members to other services such as Investments and Estate Planning that increased earnings by 24%
- Received 4 Excellent customer service ratings from "Secret Shoppers"
- Created advertising material for Credit Union promotions and services
- Handled inbound calls from members concerning their accounts and other miscellaneous questions
- Completed the Credit Union's module program focusing on all financial services
Candidate Info
36
years in workforce
10
years at this job
AS
Liberal Arts
Financial Services Representative
Performed financial services for clients, including sales of insurance, mutual funds and annuities.
- Successfully marketed corporate health insurance and benefits packages.
- Achieved 50% sales increase during first year.
- Licensed, Series 6 and 63.
Candidate Info
16
years in workforce
2
years at this job
BS
Human Development And Family Studies
MS
Family Financial Planning
Financial Services Representative
- Serviced individual clients and small business owners by providing investment recommendations, financial plans and insurance coverage (individual and business)
- Closed 85% of all individual business ($5 million new AUM)
- Increased overall production of the firm 33%
- Developed processes and procedures for marketing and face to face meetings
- Coordinated multiple events for individual client groups
Candidate Info
6
years in workforce
9
months at this job
BS
Business Administration
BA
Spanish
Financial Services Representative
- Communicated with 30-50 clients via phone, email and live chat on a daily basis
- Addressed inquiries from clients such as processing and executing unsolicited trades, new accounts and account transfers, website navigation, operations, and cashiering for an online discount brokerage firm
- Explained the different accounts available, such as IRAs, margin, and options
- Researched inquiries and clarified events that occurred in client’s account, including corporate reorganizations, dividends, stock splits, and margin calls
Candidate Info
12
years in workforce
4
years at this job
BS
Organizational Communication
MA
Business Administration
Financial Services Representative
Studied for and passed the Series 7 Exam
- Executed trades for clients.
- Handled sensitive financial information with confidentiality.
- Proactively solved problems regarding customer accounts.
- Demonstrated excellent listening, written, and verbal communication skills.
- Established the ability to set and achieve goals and work independently.
- Maintained composure in difficult situations in order to provide excellent customer service.
Candidate Info
3
years in workforce
1
year at this job
BS
Exercise Science And Sport Studies
Financial Services Representative
- Prospected with potential customers by means of telephone, door to door interaction, business to business presentations, available speaking platforms and other opportunities that provided chances for interaction.
- Conducted financial fact finding interviews, to get a clear understanding of the customer's financial situation.
- Documented important financial information with a keen eye for detail.
- Worked with team members to put together presentations that educated the client about the best possible solutions, and negotiated the proper actions that should take place.
- Overcame objections and opposition that were contrary to what the potential clients were in need of.
- Serviced existing customers with policy updates or any other concerns that arose.
Candidate Info
7
years in workforce
4
years at this job
BA
Accounting
Financial Services Representative
- Provided trade related recommendations to clients
- Placed orders on behalf of clients and provided trade confirmation
- Maintained and updated clients' database
- Resolved various clients' inquires with highest level of satisfaction
