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Customer Service Sales

Washington, DC
October 09, 2018

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Louis R. Balaban

Cell – 301-***-****

Education University of Maryland, College Park

Bachelor of the Arts in Criminology and Criminal Justice

Howard Community College

Associate of Arts in Criminal Justice

Background I have over seventeen years in customer service, primarily in the restaurant environment. My most recent experience has been in the finance industry. I spend a large amount of my time servicing high net worth clients with a broad range of financial services. Proficient in the use of Salesforce, excel, word, outlook and PowerPoint.

Experience BB&T Investment Services March 2018 - Present

Investment Sales Associate

As an Investment Sales Associate I work with two financial consultants and help increase their daily, monthly and yearly production.

Open retail brokerage account for new clients.

Process, file and follow up on all submitted paperwork until completion.

Maintain a close relationship with our annuity and security vendors to prospect on upcoming, expiring annuities.

Call and close all leads.

Continually prospect and schedule appointments for Financial Consultants.

Schedule appointments from successful prospects and leads. Follow up and confirm future appointments for financial Consultants.

Maintained applicable Life and Health license

FINRA registered series 6, 63, 65 and 7.

BB&T Bank June 2017 – March 2018

Community Banking Branch Banker III

Worked in a retail branch for an S&P component bank. I provide excellent customer service and help strengthen client relationships while providing service to sales.

Greet incoming clients, determine reason for visiting our branch and provide service to sales.

Open retail bank accounts, educate clients on bank products and perform account maintenance.

Maintained a teller drawer and deposit incoming cash, checks, processed payments and processed incoming documents and followed through to make sure documents were processed correctly.

Maintained a portfolio of clients and made outbound sales calls to determine if the clients had any banking questions and recommended banking products based on their needs.

E*TRADE Financial July 2016 – December 2016

Branch Service Representative

Worked in a retail brokerage providing clients with an upscale and superior financial services experience. I help maintain branch operations and make sure we are in compliance with federal regulations.

Greet incoming clients, determine reason for visiting our branch and forward any potential sales opportunities to financial consultants.

Open retail brokerage accounts, educate clients on brokerage products and perform account maintenance.

Deposit incoming checks, processing incoming documents and follow through to make sure documents were processed correctly.

Enter any and all promotions on clients accounts, follow up on promotions to ensure client is made whole.

Enter and submit price negotiations to remain competitive with our competition.

Research our competitor’s sales models, sales practices and prices.

General branch maintenance; order coffee, office supplies, make sure office space is in good order and if not be the one to find a person to fix it – go to guy in the branch for anything and everything.

FINRA Registered Series 6,7,63 licenses.

M&T Bank, Washington, District of Columbia May 2015-July 2016

Relationship Banker II

Worked in a retail bank for an S&P 500 Component Company, provided superior customer service, maintained branch operations and kept our branch in compliance with federal regulations.

Maintained and managed a branch portfolio

Make sales calls and follow up on branch and client leads.

Open checking and savings accounts, assign beneficiaries and perform account maintenance.

Issue life and health insurance policies as well as perform life and health policy review to client with existing policies.

Profile and asses the financial needs of clients, develop and offer solutions to their needs.

Provide clients with information and knowledge about current bank products and the financial markets.

Licensed to issue Life and Health Insurance in Maryland and the District of Columbia.

FINRA registered Series 6, 7 and 63 licenses.

M&T Bank May 2015 – December 2015

Sales Development Trainee

Accepted and successfully completed a highly selective and competitive 6 month sales oriented training program. The main emphasis of the program was to integrate the trainee into the retail banking world with a focus on sales and customer service. We learned various sales techniques, how to counter resistances during a sales presentation and how to effectively close a sale.

The Melting Pot, Gaithersburg, MD September 2006 – Present

Head waiter/Head Bartender

Waited tables, bartended and trained new staff for the nations largest fondue restaurant.

Managed and served food in a sanitary environment

Able to effectively communicate with team members and guests.

Superior knowledge of health and sanitation rules and regulations

Trained all new and incoming staff on restaurant culture, policy and procedures

Took food and beverage inventory on a monthly basis and reported to management.

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