Customer Service Financial Advisor

PROFESSIONAL SUMMARY

SKILLS

EXPERIENCE

Robert F Cote

ALTAMONTE SPRINGS, FL 32701

407-***-**** **************.**@*****.***

Organized Financial Advisor with 17+-year background working with customers to achieve financial goals and maintain assets. Well-versed in financial principles.

Talented advisor skilled at completing daily assignments and contributing to team success. Always willing to take on any task. Adapts quickly to new needs and policies. Focused advisor delivers consistent and professional work for every assignment. Offers 17+ years in banking industry. Reliable candidate ready to take on challenges using problem-solving and task prioritization skills to help team succeed.

Willing to take on any task to support team and help business succeed. Dedicated professional with demonstrated strengths in customer service, time management and trend tracking. Good at troubleshooting problems and building successful solutions. Excellent verbal and written communicator with strong background cultivating positive relationships and exceeding goals. Dependable employee seeking opportunity to expand skills and contribute to company success. Considered hardworking, ethical and detail-oriented.

• Client Relations • Financial Services • Education funding

• Conflict resolution • Reporting • Financial Advising

• Attention to Detail • Critical Thinking • Honest and Dependable

• Organizational Skills • Product Promotion

FEBRUARY 2006-OCTOBER 2023

Financial Advisor

JP Morgan Chase Lake Mary, FL

• Answered concerns of the client

• Resolved any issues the clients had about their accounts

• Started fraud investigations on clients behalf

• Filed disputes for clients

• Helped clients with card accounts, checking and savings accounts

• Helped clients redeem rewards

Fostered strong relationships with clients by providing excellent customer service through regular communication and meetings.

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EDUCATION

LANGUAGE

• Guided clients toward profitable and secure financial decisions Diploma - General Studies June 1984

Gardner High, Gardner, Ma

Native

English

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