Customer Service Sales

JOHN B. WALKER, JR.

** ********* *****, ***. * • Greenwich, Connecticut 06830

203-***-**** • ************@***.***

ENTRY-LEVEL FINANCIAL PROFESSIONAL • FINANCIAL ADVISOR TRAINEE

Enthusiastic professional seeking to apply excellent financial, sales, and customer service skills to help people effectively plan for their futures in a challenging new full-time role returning to the business / financial sector.

• Master new areas in minimal time, quickly learning complex new concepts, technologies, and techniques.

• Build outstanding rapports with people on all levels, providing superior support and hands-on assistance.

• Manage high-volume of needs and demands with ease, strategically prioritizing and executing tasks.

• Build loyal customer and referral bases, going above and beyond to meet all goals and expectations.

Customer Service • Relationship Building • Sales • Financial Management • Administrative Assistance

Self-Study • Teamwork • Time Management • Organization • Interpersonal Communication

NOTE: Maintenance Associate, RESTORATION HARDWARE (2008 – 2009). ***Searching for entry-level work in line with financial professional interests following layoffs in 2009. Details on request.

BANANA REPUBLIC, Greenwich, Connecticut • 2006 – 2008

Stock & Maintenance Associate

Received and organized shipments of new clothing in stock room. Built merchandising displays on sales floor. (Store closed in 2008).

• Received multiple formal recognitions for diligence and hard work.

• Volunteered to help mitigate short staffing issues, providing maintenance and customer service support.

PATHWAYS, INC., Greenwich, Connecticut • 2005 – 2007

Mail Services Clerk

Collated, prepared, and placed postage on mail for non-profit companies.

• Recognized consistently for timely and accurate performance.

• Supported a variety of administrative functions as needed.

RELEVANT PROFESSIONAL HISTORY

GREENWICH HOSPITAL, Greenwich, Connecticut • 1998-2005

Health Information Management Clerk

• Volunteered to support back-office operations; included administrative duties such as filing, scanning, and indexing medical records.

D.F. KING & CO., Inc., New York, New York • 1997

Information Agent (temporary position)

• Served as a Proxy Solicitor contacting shareholders to obtain votes on proposals which were brought forth at annual shareholder meetings of major corporations and investment companies.

• Cultivated invaluable insight into and experience with being in a financial working environment.

FERRIS, BAKER WATTS, INC., Member New York Stock Exchange and S.I.P.C., Baltimore, Maryland • 1997

Research Associate for Equities in Market-Making

• Focused on NASDAQ Stocks in coordination with broker; included preparing and managing paperwork.

• Researched and compiled information on a variety of stocks.

NATIONSBANK, Baltimore, Maryland • 1994 – 1995

Bank Teller & Customer Service Representative

• Performed general bank teller duties.

• Participated actively in sales and marketing including customer referrals to personal bankers and financial advisors, and providing recommendations on additional financial products and services.

EDUCATION & TECHNICAL SKILLS

Bachelor of Business Administration, Towson University, Towson, Maryland

Compiled a cumulative 3.3 Grade Point Average while attending Towson University

MS Word • Outlook • WordPerfect • Macintosh Applications (various)

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