Executive Assistant Sales

Jacky Bleam

**** ******** **** ******, ******, TX 77385 281-***-**** **********@*****.***

Technical Skills and Proficiencies

Extraordinary communication and people skills.

Highly organized and detail oriented.

Excellent skills in multi-tasking.

9+ years in the financial industry.

Possess exceptional interpersonal and analytical skills.

Experience

AMERIPRISE FINANCIAL DECEMBER 2012-MAY 2018

PARAPLANNER:

Assisted clients in reaching their financial goals and dreams by preparing trade recommendations and modeling different scenarios and solutions within the client’s financial plans. Held accountable for producing and ensuring proper processing of new business applications and client maintenance forms/applications. Handled client questions and concerns, trade execution and money movement requests in a timely manner. Helped make the practice more efficient and organized by developing and implementing new strategies and approaches to speed up day-to-day tasks. Provided feedback and suggestions, whenever possible. Responsible for initial training, development and management of other staff members.

EXECUTIVE ASSISTANT/CLIENT SERVICE COORDINATOR:

Answered multi-line phone system, scheduled appointments, and answered client inquiries. Gathered client data for financial plans. Prepared meeting materials for two independent financial advisors. Responsible for mailing out birthday and congratulatory cards to clients and ordered office supplies.

WELLS FARGO BANK DECEMBER 2008-DECEMBER 2012

BANKER:

Resolve customer complaints and issues promptly and effectively. Acquire, retain and expand customer relationships. Achieve personal production goals by expanding existing relationships and acquiring new business. Utilize effective calling techniques and leveraging bank products and services. Schedule appointments and follow-ups via e-mail/phone/in person. Adhere to operational controls, including legal, corporate and regulatory procedures to ensure the safety and security of customer and bank assets.

TELLER:

Deliver “WOW” service using exceptional customer service and going above and beyond customer’ needs. Consistently exceeded sales goals reaching “silver” and “gold” levels in teller referrals and sales. Was sent to awards dinners and banquets for being top performer in the district. Excellent cash handling and balancing record with main cash drawer and foreign currency. Always willing to share knowledge and sales techniques with both new and experienced employees. Consequently, I was often selected to help train new tellers as well as seasoned tellers not hitting sales quotas.

HOSTESS/SERVER BABIN’S SEAFOOD HOUSE (LANDRY’S CORP.) FEBRUARY 2, 2005-MARCH 2007

Provided phenomenal guest experiences through one of a kind hospitable service. Awarded “Employee of the Month” and “Most Improved Employee” by fellow waitstaff and management due to quickly being promoted to a server and rapidly moving up in rank.

Additional Qualifications

Proficient in Microsoft office

Series 63 and 66 licenses

Currently studying for the series 7 exam

Notary Public

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