Yyyyyy x. yyyyyy                                                                  

614 West Shore Drive ~ Xxxxxx, XXXXXX xxxxxx ~ (xxx-xxx-xxxx ~ abc@xyz.com

 

 

Skilled in accurately coordinating risk and insurance programs for establishments focused on controlling loss and risk management. Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning. Appropriately investigate available investment opportunities to determine whether they fit into financial plans. Promptly resolve customer complaints regarding sales and service; review operational records and reports to project sales and determine profitability. Capable of preparing financial and regulatory reports required by laws, regulations, and management.

 

Profile                                                                                                                                               

    Core Competencies:

Business Development/Enhancement        Teambuilding & Collaboration        Project Management & Leadership

Internal/External Client Relations        Planning & Organization        Insurance & Financial Instruments

 

 

Personal Banker, 2008 to Present  

Wells Fargo Bank, N.A., Helena, XXXXXX

• Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.
• Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
• Prepare and interpret information such as investment performance reports, financial document summaries, and income projections.
• Assess clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.
• Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.

 

General Manager, 2005 - 2008                                                                                   

Valley Trailer Sales, Inc., Bozeman, XXXXXX                                                                            

• Analyzed sales statistics gathered by staff to determine sales potential and inventory requirements and monitor the preferences of customers.
• Advised dealers and distributors on policies and operating procedures to ensure functional effectiveness of business.
• Conferred with potential customers regarding needs and advised customers on types of trailers to purchase.
• Determined price schedules and discount rates.
• Directed, coordinated, and reviewed activities in sales and service accounting and recordkeeping, and in receiving and shipping operations.
• Monitored customer preferences to determine focus of sales efforts.
• Planned and directed staffing, training, and performance evaluations to develop and control sales and service programs.

 

Insurance Broker, 2000 - 2005                                                                                               

Self-Employed, Helena, XXXXXX & Great Falls, XXXXXX                                                            

• Called on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
• Ensured fulfillment of policy requirements including any necessary completion of appropriate forms.
• Monitored claims to ensure the equitable settlement for both the client and the insurer.

 

Assistant Manager, 1999 - 2001                                                                                          

American General Finance, Great Falls, XXXXXX & Helena, XXXXXX                                         

• Classified risks and investments to determine their potential impacts on company.
• Approved, rejected, or coordinated the approval or rejection of lines of credit and commercial, real estate, and personal loans.
• Analyzed information to assess the current and future financial status of clients.
• Established and maintained relationships with individual and business customers, and provided assistance with financial problems these customers may encounter.
• Evaluated financial reporting systems, accounting and collection procedures, and investment activities and make recommendations for changes to procedures, operating systems, budgets, and other financial control functions.

 

 

Bachelor s Degree in Business Management - Xxxxxx State University (Bozeman, XXXXXX), 1999