Customer Service Sales
Resume:
*** ****** **** *, *********, MN 55797 ? ****.*.****@*****.***
Objective Seeking an opportunity to use the knowledge, skills, and
leadership I have gained in financial service industry by
joining the team of Members Cooperative Credit Union & CUNA
Mutual.
Education The College of St. Scholastica: Duluth, MN
Bachelor of Arts, Graduated May 2008
Double Major: Business Management and Marketing
GPA: 3.20 / 4.00
Work Personal Banker/Brokerage Associate August 2007-Present
Experience Wells Fargo Bank: Duluth, MN
Job Description:
. Educate clients on the variety of Wells Fargo financial
products, services, and business partners that can be
beneficial to an individual's unique needs.
. Identify and maximize a prospective client's
relationship through needs assessment.
. Work with an investment partner to determine risk
tolerance and product recommendations for each client.
. Actively prospect to grow client base through organizing
events, utilizing business partners, networking, and
outbound calling.
. Meet and exceed sales goals by proactively recommending
the products and services.
. Provide excellent customer service under all
circumstances.
Senior Store Manager (2005-2007) May 2004-June 2007
General Nutrition Center: Duluth, MN
Job Description:
. Oversaw retail store operations of four locations:
Duluth, Superior, Virginia, and Grand Rapids.
. Exceeded retail sales goals and inventory loss
prevention standards set by company.
. Interviewed, hired, trained, and coached employees and
managers.
. Completed performance evaluations for assigned regional
managers and staff. Including disciplinary action when
necessary.
Bartender August 2003-August 2004
Blackwood's Bar & Grill: Duluth, MN
Certifications & Series 7; Series 66; Minnesota Insurance Producer for
Accident & Health,
Licenses Life, Variable Life & Annuities; Notary Public
Computer Proficient in Microsoft Word, Excel, Power Point, Outlook
Skills
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