Financial specialist

Location:

Forest Acres, SC, 29204

Posted:

June 02, 2026

Contact this candidate

Resume:

Barry J Lourie

**** ******* *****

Unit N ***

Columbia SC 29204

839-***-****

***********@*****.***

I wish to continue my career in banking or financial services with a financial institution that shares my same core values: One that puts a premium on customer service excellence, and dedication to doing your best each and every day. I would love to be associated with an employer that recognizes outstanding effort, dedication, and achievement by their people that represent them on the front lines every single day with the public.

Qualifications

Accomplished, performance-driven leader with an exceptional record of success in all areas of banking and financial services. Consistently exceeded expectations and goals for sales, customer service measurements, and client satisfaction scores. Accomplished goals with dedication, accuracy, attention to detail, follow-through, and deepening relationships with customers and establishing new relationships.

Intuitive, knowledgeable, and innovative problem-solver with expertise in sales and customer service. Specialize in solving escalated issues involving all channels of banking. Exceptional communication skills with a proven ability to reach out to clients and retain their business, despite any disconnect in customer service they might have experienced. High ability to prioritize and give immediate attention to “hot” issues. Extremely proficient in all applicable hardware and software.

KEY AREAS OF EXPERTISE

Banking and Compliance

Sales & Customer Care Specialist

Training & Development

Outstanding Communication and “People Skills”

Solving Complex and Escalated Issues

Product Knowledge

Consensus Building Among Cross-Functional Departments and Teams

PROFESSIONAL EXPERIENCE

08/2014-present contract driver for Uber and doordash and Uber Eats .

TD Bank: Lexington and Columbia S.C. 08/2011- .08 /2014

AVP Compliance Anti-Money Laundering and Anti-Terrorist FinanCommercecing

Innovista Health: Columbia, SC 05/2011-08/2011

Sales Manager Health IT Recruiting

Pilgrim’s Pride: Carrollton GA. 08/2010-05/2011

Quality Control Manager for all poultry products

US Department of (Census): Douglasville, GA. 04/2010-07/2010 (Temporary Position)

Visited hundreds of addresses in Carroll County that did not respond to the 2010 US Census and acquired that information- to complete census. Gathered important demographic information crucial to a successful and accurate completion of 2010 US Census.

Wachovia Securities/Wells Fargo Advisors- Charlotte, NC 6/2005 – 9/2009

Call Center Private Client Group Associate/Customer Service/Client Advocate Specialist: Oversaw escalated issues. Took ownership of escalated issues referred to my department by President’s office. Handled incoming calls from both Financial Advisors and clients. Assisted in the transition of Financial Advisers and clients during Prudential, AG Edwards and Wells Fargo mergers. Strengthened partnerships between operations and security branches to successfully execute corporate initiatives.

Received over 100 Excellence First Citations in 1st 24 months.

Wachovia Securities 2006 Excellence First Employee of the Year.

Retail Investment Group Employee of the Month 11 times-most of any other associate.

Wachovia Bank: Columbia, S.C. and Hilton Head Island, S.C. 9/2001-6/2005

Licensed Financial Specialist: Responsible for ensuring corporate goals in all areas were met. Accomplished goals by following up on all sales leads on SOLD. Was responsible for making sure all team members were working toward the ultimate goal of revenue and profitability. Improved customer service scores by identifying and resolving complex issues impacting business.

Two time winner of the President’s Club Award. (2003 & 2004) recognizes the top producers

Increased loan volume and deposit volume 15-20 % by being a producer, coach and mentor

Successfully increased customer service scores by 20 % by holding “huddles” with 15-20 team members to promote importance of service with incentives to reach goals.

AXA Advisors: Columbia, S.C. 6/1999 – 9/2001

Registered Representative: Responsible for sales and service of all financial products including life insurance, annuities, mutual funds, stocks, and asset managed accounts. Was able to lead the Columbia Agency in sales for 2000 despite having to study, take, and pass required securities licensing exams.

Lourie’s Men’s Clothing Store-Columbia, S.C. 08/1976-06/1999

Successfully managed (also sold on sales floor) quality men’s clothing with annual sales of $4,000,000. In charge of merchandising, sales, advertising and personnel, accounts receivable and billing

EDUCATION

University of Georgia-Athens, GA.

Bachelor of Business Administration-Graduated Summa Cum Laude

Web Site profile:

http://www.linkedin.com/in/barrylourie

Professional References

William Ogburn, Agency Manager

AXA Advisors

84 Polo Ridge Circle

Columbia, S.C. 29223

Phone: 803-***-****

Edward L. Gunn