Dynamic financial professional with strong client-relations skills
Resume:
KATHY SHANNON
SKILLS
• Teamwork and collaboration
• Problem-solving
• Attention to detail
• Flexible and adaptable
• Dependable and responsible
• Excellent communication
• Critical thinking
• Computer skills
• Decision-making
• Problem resolution
• Verbal communication
CERTIFICATIONS
Chartered Life Underwriter (CLU), The
American College, Oct 1992
Chartered Financial Consultant (ChFC),
The American College, Feb 1997
Dynamic financial professional with a proven track record at JPMorgan Chase, excelling in problem-solving and attention to detail. Adept at building client relationships and developing tailored financial strategies. Recognized for enhancing service quality and achieving high first-call resolution rates, demonstrating strong communication and critical thinking skills.
WORK HISTORY
October 2023 - August 2025
Contractor - Money Out NIGO Rose International for Nationwide Financial, Cool Ridge, WV
October 2021 - May 2023
Inbound Call Center Representative Empower Retirement, Cool Ridge, WV
July 2013 - October 2020
Financial Services Associate JPMorgan Chase, Beckley, WV
• Resolving Not In Good Order (NIGO) requests.
• Owned task until completed. Contacted participant if needed.
• Self-motivated, with a strong sense of personal responsibility. Skilled at working independently and collaboratively in a team environment.
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• Proven ability to learn quickly and adapt to new situations.
• Excellent communication skills, both verbal and written. Reduced call wait times by efficiently managing call queues and prioritizing urgent requests.
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Answered phone with friendly greeting to create positive inbound calling experience for customers.
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Improved first-call resolution rates by effectively utilizing resources and available tools.
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Maintained high-quality service standards for all inbound calls, ensuring prompt and accurate assistance.
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Utilized active listening skills to identify customer needs and provide appropriate solutions.
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Provided financial reports and interpreted financial information to managerial staff while recommending further courses of action.
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Administered account transactions with customers and assisted in generating sales opportunities.
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Maintained knowledge of new investment products and assisted in developing sales strategies.
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Administered account transactions and responded to customer inquiries concerning financial products.
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Demonstrated exceptional attention to detail when reviewing client accounts, identifying errors or discrepancies early on.
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Assisted in the preparation of comprehensive financial plans to help clients achieve their financial goals.
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CONTACT
Cool Ridge, WV 25825
*****.***********@*****.***
October 1998 - July 2013
Financial Advisor /Senior Administrative Associate Morgan Stanley, Charleston, WV
Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
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Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
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Established new client relationships by conducting thorough needs assessments during initial consultations.
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Developed comprehensive financial plans for clients to achieve short- term and long-term goals.
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Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
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Provided estate planning advice, assisting clients in securing their financial legacy.
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• Advised clients on investments, retirement and estate planning. EDUCATION
High School Diploma
Shady Spring High School, Shady Spring, WV
June 2010
Associate of Science Financial Services
Axia, Phoenix, AZ
February 2012
Bachelor of Science Business Management
University of Phoenix, Phoenix, AZ
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