Energetic, customer-focused professional with a background in financial securities and banking eager to contribute skills toward supporting a progressive organization in optimizing performance

 

 

Financial Securities

Ø  Hold Series 6 and 63 Security Licenses / Life Insurance License

Ø  Expertise in building business through financial product offerings, including life insurance, disability planning, Medicare supplements, annuities, stocks, bonds and mutual funds

Ø  Skilled in identifying and maintaining new business opportunities

 

Banking

Ø  Increased client loyalty by providing outstanding customer service in a banking call-center

Ø  Thorough understanding of banking processing and procedures developed through diverse banking experience ranging from front-line to loan division

 

Customer Service

Ø  Experienced working in both inbound and outbound call-center environments

Ø  Excel in accessing client needs and providing products/services to meet those needs

Ø  Proven ability to establish and build positive relationships with customers

 

 

Financial Advisor, WADDELL & REED, INC., Eugene, OR, 2009 C Present  

  Develop a strong customer base by cold-calling, networking and attending fair events

  Successfully gain new clientele by proposing financial plans and offering products which meet clients specific needs during in-person meetings

  Accurately assess clients goals and requirements for life insurance, disability, Medicare supplements, annuities, stocks, bonds and mutual funds

 

Life Insurance Representative, MUTUAL OF OMAHA, Eugene, OR, 2008 C 2009

  Successfully arranged appointments with clients in their homes by cold-calling prospective clients from a leads list

  Grew customer base by assessing needs and proposing targeted products, including life insurance, disability insurance, Medicare supplements and fixed annuities

 

Client Service Representative, LIBERTY BANK, Eugene, OR, 2007 C 2008

  Provided exceptional customer service while processing customer bank transactions; increased business by proposing additional products based on customer needs

  Efficiently completed daily cash balancing and assisted the departmental manager with daily reporting

 

 

 

 

Customer Service Representative, JODY COYOTE JEWELRY, Eugene, OR, 2006 C 2007

  Accurately took orders from service representatives in a call-center environment

 

Customer Service Representative, PROFESSIONAL CREDIT SERVICES, Eugene, OR, 2007

  Played a solid role in recovering funds by contacting customers using a call-center dialer system to discuss their past due balances with Peace Health Medical Center

  Arranged payment plans or assisted customer with completing applications for financial hardship assistance

 

Customer Service Associate, SELCO COMMUNITY CREDIT UNION, Eugene, OR, 2003 C 2006

  Promoted several times into various progressive positions  and departments, including teller, vault teller, front desk, call-center and loan division

 

Server / Assistant Manager, SHARIS RESTAURANT, Eugene, OR, 1999 C 2003

  Ensured customer satisfaction while taking orders and up-selling food items; drove service excellence while supervising employees; oversaw food inventory control and end-of-shift cash balancing

 

 

Series 6 & 63 Security License, KAPLAN UNIVERSITY, Springfield, OR, 2010

Life Insurance License, KAPLAN UNIVERSITY, Springfield, OR, 2008

Cosmetology License, ALLURE COLLEGE OF BEAUTY, Tucson, AZ, 1996                                           

 

Wings Motivational Seminars:

  LifeWorks Personal Effectiveness Seminar, CrossOver Seminar, 2009 C 2010

 

 

Date

 

 

 

Hiring Agent Name

Title

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

I am currently seeking a challenging career opportunity in a (INSERT ACTUAL TITLE OF TARGET POSITION) capacity and am submitting my resume for your review.  In advance, thank you for your time and consideration.

 

As demonstrated in the accompanying resume, my professional qualifications include a strong background in the banking and financial services fields. I hold series 6 and 63 security licenses as well as my life insurance license.  My training and experience in the banking industry expands across numerous positions and departments, including teller, vault teller, front-desk, call center and loan division. I have extensive experience working with customers and clients via phone, email and in-person and I have solid experience working in a call center environment. I am very adept at handling and prioritizing high volumes of work. Throughout my professional career, my exceptional communication skills and my ability to be an attentive listener has allowed me to develop trusting relationships with my clients and customers. I am accustomed to working in a high-energy, fast-paced environment where I am required to juggle multiple tasks.

 

As an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance.  I am confident that I could be a valuable asset to your firm, and look forward to interviewing with you in the near future.

 

Sincerely,

 

 

 

 

Yyyyyy x. yyyyyy

 

 

Date

 

 

 

Contact Name

Company Name

Address

City/State/Zip Code

 

Dear _______________________________:

 

I would like to thank you for providing me the opportunity to interview with you and discuss the exciting (TITLE OF POSITION APPLYING FOR) position currently available with your company.  Having gained a deeper insight into the job requirements and your objectives, I am confident you will find me a valuable asset in achieving your goals.

 

As discussed, I am an enthusiastic, disciplined team player eager to launch a successful career as a dedicated member of your staff.  I believe you will find my dynamic (LIST A FEW SKILLS/QUALIFICATIONS RELEVANT TO THE POSITION) skills vital to your operations and look forward to contributing to your success.

 

Should you have any additional questions, or to discuss future employment opportunities, please feel free to contact me at your earliest convenience.  Again, thank you for the enlightening interview.  I look forward to your response.

 

Sincerely,

 

 

 

 

Yyyyyy x. yyyyyy