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 vis- -vis 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: Personal Effectiveness Seminar, CrossOver Seminar, 2009 C 2010