Customer Service Management
Resume:
Charles Justice, CFP
RESUME OF QUALIFICATIONS
mail: *********@*******.***
Easley, South Carolina 29640
Telephone: 864-***-****
SUMMARY:
Over thirteen years of private banking and business development
experience. Over sixteen years of project and personnel management
experience. Conducted comprehensive financial and estate management
for clients with sophisticated financial needs. Consulted with wealthy
clients on credit, taxes, insurance, and investments. Directed all
aspects of financial and estate planning training for bank. Created
and taught financial education seminars.
EXPERIENCE:
Financial Planning
o Led financial and estate planning efforts for bank wealth management
and trust departments. Acted as planner, portfolio manager, and
business developer. Managed affluent clients' financial
relationships. Sold products and services through a team-based
approach emphasizing comprehensive wealth management through use of
insurance, trusts, and an estate and financial planning process.
Handled 150 client relationships with approximately $164 million in
trust. Consistently met loan goal of $2.0 million per month.
o Responsible for all aspects of new client development, maintenance of
existing client relationships and customer service. Acted as
"quarterback" of a team of specialists - including trust officers,
insurance consultants, investment brokers and credit officers. Strong
in opportunity identification and cross-selling. Highly commended by
clients for reliability and conscientiousness in service. Most new
business is the result of networking and referrals by satisfied
clients.
o Created and presented financial education programs on long-term care
insurance, international investing, investing basics, and estate
planning fundamentals. Taught "The ABCs of International Investing"
at a local university. Developed a 16 week program of financial
planning training for all bank personnel.
Management
o Managed a team conducting technical research studies. Doubled
research report completion during my
tenure. Hired, supervised, and evaluated staff. Co-authored research
reports. Conducted presentations on projects and results. The
creative efforts of my department resulting in a leading
professional association award for excellence.
o Planned and supervised a multi-million dollar capital equipment
upgrade. Completed the project on budget and two months
ahead of schedule. Led a department of 165 personnel with
responsibility for personnel management and training.
CERTIFICATIONS/LICENSES: Certified Financial Planner. FINRA Series 7, 63
& 65.
EDUCATION:
o Master of Arts Candidate in Russian Studies, Hunter College, City
University of New York
o Bachelor of Arts in Political Science, University of Georgia, Athens,
Georgia
o Training: Total Quality Management Institute; Raymond James Financial
Planner Series; and Cannon Financial Institute "Comprehensive Wealth
Management" and "Lending to the Affluent" Programs.
o Member: Financial Planning Association (FPA).
PROFESSIONAL EXPERIENCE:
o COUNTYBANK, (2007-2008), Vice President, Wealth Management.
o WACHOVIA BANK, (2001-2007), Vice President, Wealth Management - Private
Banking.
o RAYMOND JAMES & ASSOCIATES (1996-2001), Financial Advisor.
o UNITED STATES NAVY - Retired, (1979-1995)
Deputy Naval Attach (1992-1995), American Embassy,
Moscow, Russia.
Operations Director (1990-1992), Alaska.
Intelligence Collection & Analysis Manager (1979-1990),
Worldwide.
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