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City, State, Zip Code
Home: 000-000-0000 | Cell: 000-000-0000
email@email.com
Charismatic and professional Financial Representative with experienced in banking and insurance. Highly adept at cross-selling through promotion and in-depth knowledge of industry products and services. Excellent team player with strong multi-tasking problem-solving and organizational skills.
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- Screen applicants for membership eligibility.
- Assist with monthly audits and reports as required by finance manager.
- Review determine and authorize override transactions within limits.
- Interviewed customers to determine appropriate products and services which meet customer financial objectives.
- Assisted finance manager in the developments of sales goal plan.
- Mentored new employees and offered product and sales solution advice when needed.
- Conducted all accounts payable and receivable transactions and recorded data accurately.
- Processes loan and mortgage applications and negotiates terms for compensation or gain.
- Sold and cross-sold insurance products for established and new customers.
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