Customer Service Representative
Resume:
Jenny Foran
Leonard MI *****
Objective Seeking employment in sales or customer service, or positions involving banking, financial advising, or financial analysis with the opportunity for continued professional growth. Experience
Spicer's Boat City
2015-2016
Sales and Customer Service
● Sold and delivered exceptional customer service
● Upgraded loyal customers
● Took care of customers' needs and solutions.
2013-2014 H&R Block Shelby Twp,MI
Customer Service Representative
● Made calls and set appointments with clients
● Gave clients information and managed the waiting room
● Took payments and managed cash and credit register 2008-2009 Ameriprise Financial/H&R Block Financial Shelby Twp, MI Financial Advisor
● Build and implement financial plans to help clients meet their financial objectives.
● Cultivate relationships and educate tax professionals to help them identify and send qualified investment referrals.
● Develop relationships with clients through consultative selling and managing their accounts to help them achieve their financial dreams.
● Practice and improve cold-calling techniques and results.
● Continually increase my knowledge of financial products, services, and markets and how economic factors affect them.
● Licenses included: Expired in Oct 2011(Series 7, 63, 65, Life Insurance, and Variable Annuity), Current P& C License
2000-2007 Huntington National Bank/Investmet Co. Sterling Hts, MI Assistant Manager/Investment Representative
● Built quality personal and corporate customer relationships through branch service and sales.
● Proactively generated new banking and investment customers through external call efforts.
● Became proficient in selling annuities and mutual funds.
● Sold banking services and counseled customers regarding financial matters and investments.
● Maintained knowledge and educated the banking office staff on products and services.
● Coached other employees on sales techniques.
● Won numerous sales awards including top personal banker. 1
1999-2000 Morgan Stanley Rochester, MI
Financial Advisor/Account Executive
● Brought in and managed over $1.2 million in assets.
● Developed strong client relationships.
● Completed a rigorous 4-month training program (including 3-weeks in New York City).
● Learned important selling and prospecting tactics, presentation skills, and financial planning strategies.
● Became familiar with financial markets, services, and products. Education 1993-1999 Michigan State University East Lansing, MI
● B.A., Finance, Major 3.5/4.0
● B.S., Psychology, Major 3.75/4.0
● G.P.A. 3.3/4.0
● MBA with concentration in Finance from Oakland University 3.6/4.0. Dec. 2011
● Post Masters Certificate in Finance from Oakland University Dec. 2012
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Awards/Activities
● Member of Michigan State Water Ski Team.
● Dean’s list student for 4 consecutive semesters.
● Church mission trip to help vacation bible school kids.
● Proficient in Excel, Word, Power point, and social networking. 2
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