Investment Advisor Representative

• Sep 2022 - Present

Universal Banker II

• Mar 2020 - Sep 2022

Awarded Top Performing Banker from July-December 2021 Performed transactions on an advanced teller and platform software and adapted to a rapidly changing environment in a high volume branch Exceeded company-wide sales goals for various lending products, including: consumer loans, HELOCs, and credit cards Built a thorough profile for each customer and maintained frequent face-to-face, phone or email contact in an effort to grow and deepen customer relationships Acquired new customers by actively soliciting referrals and developing resources

Sales Development Representative Training

• Feb 2022 - May 2022

Completed a comprehensive training program to prepare for a career as a Sales Development Rep Developed skills including prospecting methodologies, phone/email outreach techniques, and qualifying frameworks Introduced to sales technologies such as Salesforce, Outreach, LinkedIn Sales Navigator Completed a comprehensive training program to prepare for a career as a Sales Development Rep Developed skills including prospecting methodologies, phone/email outreach techniques, and qualifying frameworks Introduced to sales technologies such as Salesforce, Outreach, LinkedIn Sales Navigator

Universal Banker

• Sep 2018 - Mar 2020

Offering financial products and services to customers based on their needs and desires to help them achieve their goals. I make referrals and set appointments on a regular basis as well. I also complete transactions behind the teller line effectively and accurately, involving customers personal and business accounts. Offering financial products and services to customers based on their needs and desires to help them achieve their goals. I make referrals and set appointments on a regular basis as well. I also complete transactions behind the teller line effectively and accurately, involving customers personal and business accounts.

Financial Services Intern

• Feb 2018 - Apr 2018

I previously interned as a financial representative at Foresters Financial, building practical knowledge of various financial services concepts while learning from a diverse group of experienced advisors in the industry. I previously interned as a financial representative at Foresters Financial, building practical knowledge of various financial services concepts while learning from a diverse group of experienced advisors in the industry.

Summer Intern

• Jun 2017 - Aug 2017

Assisted General Agent with field work and KOFC family service records. Assisted General Agent with field work and KOFC family service records.