Sales Customer Service

Kristin Dantin

Email: abpstn@r.postjobfree.com

Address:

City: Mandeville

State: LA

Zip: 70448

Country: USA

Phone: 504-***-****

Skill Level: Any

Salary Range:

Primary Skills/Experience:

Well qualified, and results-oriented Financial Banking Professional with over 17 years of experience in Consumer Banking, and Wealth Management. Assisted in exceeding sales goals, and customer expectations for 5 top-performing producers. Skilled in educating customers on banking, and investment products while recommending options that meet their long and short term goals. Team player with polished communication, and organization skills

Educational Background:

High School Dipolma from Archbishop Chapelle High School, LA 1/2001 to 5/1992 (1992)

High School Dipolma from Delgado Community College, LA 1/2001 to 12/2012

High School Dipolma from University of Louisiana at Lafayette, LA 1/2001 to 12/2012

Job History / Details:

Profile

Well qualified, and results-oriented Financial Banking Professional with over 17 years of experience in Consumer Banking, and Wealth Management. Assisted in exceeding sales goals, and customer expectations for 5 top-performing producers. Skilled in educating customers on banking, and investment products while recommending options that meet their long and short term goals. Team player with polished communication, and organization skills

Qualifications

FINRA Series 6 License

Microsoft Excel

Microsoft Word

Microsoft Outlook

Power Point

Compliance Max

Broker's Ally

Personal Banker Relations

LPL Financial BranchNet

Pershing LLC

Referral Training

Goal-Oriented

Excellent time management and communication skills

Professional Experience

November 2006 to November 2012

Gulf Coast Wealth Management Mandeville, La

Registered Sales Associate II

Assist Sr. Financial Advisor generate, and maintain a portfolio of over $40,000,000 in assets under management. Handle all client service related issues, and account management. Daily securities trade placement. Client portfolio analysis reviews. Long term client relationship building. Process sales related to Qualified/Non Qualified Brokerage Accounts, Individual Retirement Accounts, Fixed and Variable Annuities, REITS, BDC, Strategic Asset Management, and Life Insurance. Record securities transactions of purchases, redemptions, sales, conversions, and payments. Coordinate client sales oriented seminars, and branch personnel product referral training.

July 1998 to November 2006

Hibernia Investments / Capital One Wealth Management New Orleans, La

Sales Assistant I

Responsible for supporting Sr.Financial Advisors, and contributing to the achievement of exceeding monthly sales goals. Client communication and relationship building. Manage client operational request. Solicit potential investors. Process sales relating to brokerage accounts, Fixed and Variable Annuities, Individual Retirement Accounts, Life Insurance, and handle all client customer service related concerns. Perform semi-annual branch referral training seminars. Sales proposal preparation, and marketing summaries. Maintain monthly commission log

April 1995 to July 1998

Hibernia National Bank New Orleans, La

Personal Banker II

Customer Service support to over 30 banking branch locations as a swing staff team member. Perform customer sales, and servicing transactions. Customer profiling to facilitate sales results. Support branch security procedures. New account opening procedures, and loan application processing. Proactive in selling products and services to customers while referring to specialized areas of the bank based on clients needs. Maintain up to date knowledge of bank products, services, and regulations for cross-sell opportunities.

Education

1992 Archbishop Chapelle High School,

Delgado Community College,

1994-1995

University of Louisiana at Lafayette,

1992-1994

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