Management Insurance License
Resume:
Thomas W. Wilson
*** *. ******** ***, ******, CA 92865
*******@*****.***
Skills Summary • Results-oriented financial professional with experience in financial management, analysis and portfolio development.
• Excellent analytical, verbal and written communication skills, with the ability to work in a fast-paced environment.
• Interacts with others at all levels to ensure goals are reached.
• Work that has resulted in numerous new accounts that have helped in expanding client base.
• An effective team player with the skills necessary to direct, train, and help staff to reach its fullest potential.
Employment CITIBANK BANK, Tustin, CA & Reston, VA 2003 - Present
Personal Banker
• Solicited business and personal accounts and worked on developing relationships that has resulted in referrals from other clients.
• Develop tactics to increase assets and profitability within the branch by identifying opportunities with clients and other sector specialists.
• Work with individuals and business clients in regard to investment opportunities, risk analysis, and different types of credit to meet their needs.
• Cross-sell numerous banking products and services to all branch clients.
• Helped train and assisted other Personal Bankers to help them grow their business within the retail location.
• Assist in implementation of new policies and procedures as handed down from management and follow-up to make sure that the new policies were being followed.
• Work with other staff to make sure work was properly done and assist on the operations side to help minimize the potential loss to clients and the bank.
• Work to resolve client issues to improve overall customer satisfaction and general resolution so no further action is required.
• Help with tellers to improve product knowledge and help with referrals to other financial team members.
Computer Skills
Proficient in Business Applications, including Microsoft Word, Excel, PowerPoint, Lotus Notes, WordPerfect, Outlook and Quicken. Knowledge use of Microsoft Project.
Education Certificate in Project Management
Santiago Canyon College, Orange, California
Bachelor of Science in Family Financial Management
Virginia Polytechnic Institute and State University, Blacksburg, Virginia
2011-Present
2000
Licenses/Honors Securities Series 6
Securities Series 63
Life Insurance License for California
Notary Public
Eagle Scout with Bronze Palm
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