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Customer Service Financial Services

Location:
Charlotte, NC, 28202
Salary:
Open
Posted:
July 11, 2023

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Resume:

K

Kevin

Kinchen

980-***-****

adx8vr@r.postjobfree.com

Charlotte, NC 28214

SUMMARY

Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Over [Number] years of success supporting client financial goals through astute investment guidance. Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills. Attentive driver with strong knowledge of local routes and traffic patterns. Monitors road conditions and construction areas to maintain schedule adherence.

SKILLS

Service-Oriented

Analytical Thinking

Financial Forecasting

Customer Referrals

Honest and Ethical

Client Confidentiality

Honest and Dependable

EXPERIENCE

Financial Advisor

Gastonia, NC

Zeporahs braiding and natural hair school/ Nov 2021 to Current I am responsible for the financial aspects of the company making sure that the company has fiances to operate.

Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.

Consulted with clients to assess and meet short- and long-term financial goal. Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans. Developed and deepened relationships with new and existing clients to advance progress and improve business.

Pastor

Charlotte, NC

Mishkhan Pentecostal Church of GOD the Bibleway/ Mar 2009 to Current Visited, counseled and prayed with church members to provide pastoral care. Spearheaded community outreach programs.

Reached out to unchurched, new residents or inactive church members. Carried out church mission by planning and leading worship services, writing sermons and working with church leaders.

Worked with church leaders, staff and ministry teams to achieve growth of church and to foster positive community impact.

Demonstrated effective leadership to church, including managing daily operations, developing and administering annual budget and promoting compassionate pastoral care to members and public.

Conducted special services like baptisms, weddings and funerals. Driver

Weatherford, TX

Xcel Bulk Logistics/ Oct 2021 to Jan 2022

Inspected vehicles for cleanliness and checked gas and oil levels prior to departure. Determined most expedient trip by mapping out driving routes ahead of time. Verified loads against bill of lading to identify and correct discrepancies. Reviewed work orders to perform freight movement and deliveries. Delivered customer orders and collected payments to keep accounts current. Utilized GPS to optimize routes and continuously meet estimated delivery times. Driver

Charlotte, NC

Lyft/ May 2016 to Jul 2020

Determined most expedient trip by mapping out driving routes ahead of time. Picked up clients from specific locations to transport and drop off at destinations. Utilized GPS to optimize routes and continuously meet estimated delivery times. Transported riders to designated stops according to pre-determined schedules. Driver

Charlotte, NC

Patriot Transportation Services/ Jun 2019 to Jun 2020 Inspected vehicles for cleanliness and checked gas and oil levels prior to departure. Determined most expedient trip by mapping out driving routes ahead of time. Verified loads against bill of lading to identify and correct discrepancies. Reviewed work orders to perform freight movement and deliveries. Delivered customer orders and collected payments to keep accounts current. Utilized GPS to optimize routes and continuously meet estimated delivery times. Secured merchandise, avoiding damage during transportation. EDUCATION AND TRAINING

Some College (No Degree): Psycology

Indian River State College

Ft. Pierce, FL



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