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Customer Service Manager

Location:
7960, United States
Posted:
March 21, 2011

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** ********* *** *** ***

Morristown, NJ *****

Tel. (973) ***-****

abhpzq@r.postjobfree.com

Braden Schipke

PROF I LE

Experienced relationship manager who is passionate about helping clients attain their financial goals.

Personal Credo: To form a solid foundation based on quality client relationships built through mutual t rust and respect;

to capitalize on the use of innovative strategies and modern technology in order to maintain and grow a client base; to

work among a team of like-minded individuals.

E D UCAT IO N

Hofstra University Hempstead, New York - Frank G. Zarb School of Business (2002-2006)

B achelor of Business Administration, B usiness Management

Fai rleigh Dickinson University, Madison, NJ - F inancial Planning Certif icate (Expected November 2011)

P rofessional Licenses: Series 6, 7, and 63 Securities Licenses; Life, Health, and Disability Insurance

L icenses

P ROFESSIONAL EXPER I ENCE

H SBC Bank, Mo r ristown, NJ

P remier Relationship Manager - Assistant Vice President J anua ry

2009 - Janua ry 2011

Developed and expanded relationships with affluent clients using a methodical approach to offer customized wealth

and banking solutions.

• Led a team of specialists including a Financial Advisor, Lending Consultant, and Business Relationship

M anager to provide clients with integrated support and exceptional customer service

• Consistently achieved annual recognition for finishing in the top ten of the New Jersey district in overall

sales production while strategically expanding the portfolio for each year in the position

• Devised and implemented wealth management strategies focusing on investment/retirement planning, r isk

management, and estate planning

• Conducted comprehensive analysis of investment portfolios using financial planning software to propose

appropriate asset allocation in a lignment with client objectives and risk tolerance

• Performed client evaluations through extensive consultation and regular reviews to ensure recommended

solutions are aligned with clients’ current needs

• Fulfilled duties in absence of a Branch Manager including daily operations, compliance oversight, and

employee coaching

Retail Management Program / Personal Banker J une

2006 – December 2008

E ntered a one-year banking leadership training program focusing on development in the areas of personal/business

banking, wealth planning, t rade finance, credit, branch operations, and marketing. Upon completion was promoted

d irectly into position of Personal Banker.

• Researched and presented market data to the District Executive that identified local competitors and area

demographics for individual branch locations

• Spearheaded an initiative to coach Customer Service Representatives to identify sales referral

opportunities that led to a direct increase in cross-sell ratios of additional bank products and services

• Achieved recognition as one of the top three Personal Bankers in the New Jersey district for 2008

S tate Fa rm I nsurance, Melville, NY

Internship J une 2005 –

A ugust 2005

Received training in the auto claim units of; Property Damage, Personal Injury Protection, Bodily Injury, and

Special Investigations.

• Developed a business plan utilizing a SWOT analysis to increase the company's auto insurance sales in the

young adult segment

N E TWORK I NG/CO M M U N I TY I N VOLVE M E N T

Family Service of Morris County, NJ - Young Professionals Committee, Member

• Partnered with other professionals to plan and organize a Bowl-a-Thon charity event raising more than

$25,000 in 2010

New Jersey Relocation Council - Member

• Participated in the 2010 Metro Relocation Summit which gathered local and national leaders within the

corporate relocation industry for a conference of networking and informational seminars

Morris County Chamber of Commerce, NJ - Young Professionals Committee, Member

• Attended meetings that promote relationship building, educational development, and community service

w ithin Morris County



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