Customer Service Insurance
Resume:
Edward H. Kanani
Blaine, Minnesota 55449
OBJECTIVE
I seek. a retail or commercial management, or auditing position in a financial institution.
PROFESSIONAL EXPERIENCE
1991 – 2006
2007-2009
TCF Bank, Minneapolis/St. Paul, MN
Served in several positions at many branches of the corporation, the most recent 3 were: Northeast Minneapolis, Arden Hills, and Fridley.
Managed a large investment portfolio, composed of customer retirement planning, 401(k) rollovers, educational planning, insurance needs, asset allocation, tax reduction, fixed income needs, account consolidation, and automatic investment plans
Solicited, identified, and assisted customers with their financial issues and needs
Promoted bank products, such as personal and business checking, money market, certificate of deposit, and IRA accounts
Independently resolved customer concerns
Developed and promoted recruiting, training, coaching, and growth of personnel
Ensured my staff complies with corporate policies and procedures
Provided input to senior management regarding policy development, business objectives and strategies, branch performance goals, and customer service issues
Consistently achieved satisfactory audit ratings of my branch
Periodically reviewed my branch results to evaluate attainment of the goals identified by the corporation
Waddell &Reed INC & American Family Insurance
Financial Advisor and An insurance agency owner.
EDUCATION AND CERTIFICATIONS
B.A., Accounting and Management Administration; Metropolitan State University (St. Paul, MN), 1987
Life and Health, Property & Casualty, and Variable Insurance Licenses
Securities License, Series 6 & 63 and NMLS Mortgage ID#554251
ADDITIONAL INFORMATION
Strong computer skills
I started an MBA program at Metropolitan State University (St. Paul, MN)
I had a full review for a CPA in the state of Minnesota.
Bilingual
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