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Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000
xxx-xxx-xxxx
abc@xyz.com
Career Objective
Energetic, customer-focused professional with a background in financial securities and banking eager to contribute skills toward supporting a progressive organization in optimizing performance
Qualifications Profile
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
Career Track
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
Yyyyyy x. yyyyyy Page 2
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
Professional Licenses and Training
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
Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000
xxx-xxx-xxxx
abc@xyz.com
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
Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000
xxx-xxx-xxxx
abc@xyz.com
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
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