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yyyyyy x. yyyyyy 0000 xxxxxx xxxx , xxxx , xxxxx 00000
xxx-xxx-xxxx
abc@xyz.com
objective
experienced financial services professional eager to contribute dynamic operations, marketing, public relations, administrative and coordination skills in a challenging research and analysis assignment.
career profile
ø over nine years of financial services and management experience.
ø skilled in exceptional customer service and complaint resolution.
ø well-versed in financial reporting, payment processing and documentation.
ø notable coordinator and facilitator with strong leadership skills.
ø expertise in regulatory compliance.
ø well-organized multi-tasker with strong detail orientation.
ø self-motivated, self-directed.
ø knowledgeable in business unit operations.
ø contributor in critical process improvement.
ø adept in relationship development and facilitating repeat business.
ø proven accomplishments in coordination, strategic planning and project management.
ø fluent in english, duri and pashto.
professional experience
pnc bank 2007 - present
financial sales consultant
assess client needs and recommend appropriate products.
conduct sales call sessions, review sales goals with staff both individually and in weekly meetings.
responsible for achieving monthly branch goals.
educate clients on wise usage of money and assist with financial planning.
ncl holdings, llc 2009
job title
organized proposals and presentations using brochures, marketing data, slides, photographs and reports.
coordinated requests for proposals, requests for information and requests for quote.
reviewed proposals, analyzed contract documents and coordinated between company and vendors.
researched, identified and customized past-performance citations and references.
prepared weekly briefs for board of directors and participated in business development.
bb&t bank 2005 - 2006
relationship banker
initiated checking, savings, cd and estate accounts and processed credit card/credit line applications.
built client relationships, performed account maintenance and assisted customers with any and all issues.
performed at least 30 warm and cold calls daily, as well as contacted any customers with overdrafts.
wachovia bank 2003 - 2004
teller
processed transactions, made deposits, cashed checks and issued cashier s checks and money orders.
provided customer service and made referrals for checking accounts, investments and business banking.
k-mart 2001 - 2003
supervisor
assisted customers with transactions and refunds, answered questions and helped employees.
scheduled employee breaks and lunch periods.
opened and closed store on weekends.
education
high school, city, state
diploma year of graduation
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