INTERACTIVE POWERPOINT RESUME
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INTERACTIVE POWERPOINT RESUME Career Objective: To become a Relationship Banker Drake Dixon 500 N Metro Blvd Apt 1269, Chandler, AZ 85226 Phone: 559-824-3123 Email: [email protected] SAMPLE
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Career Objective: To become a Relationship Banker. INTERACTIVE POWERPOINT RESUME. Drake Dixon 500 N Metro Blvd Apt 1269, Chandler, AZ 85226 Phone: 559-824-3123 Email: [email protected]. SAMPLE. Preface Dear Hiring and Recruiting, - PowerPoint PPT Presentation
Transcript of INTERACTIVE POWERPOINT RESUME
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Career Objective: To become a Relationship Banker
Drake Dixon500 N Metro Blvd Apt 1269,
Chandler, AZ 85226Phone: 559-824-3123
Email: [email protected]
SAMPLE
Preface WorkExperience
Education Licenses Languages Awards
Preface Dear Hiring and Recruiting,
Working in the Financial Services industry has been my personal career goal for many years. This goal motivated me to graduate Cum Laude from CSU Monterey Bay. My interest in the industry began while working for Wells Fargo Bank where I had an opportunity to shadow our branch’s Financial Advisor. Having the opportunity to observe what his position entailed and watching how much value he was able to bring to each client he had, I realized that I had found the career path that was best suited for me.
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Education Licenses Languages Awards
Preface (cont’d) Recently, I held a position at Thrivent Financial for Lutherans as a Financial Representative. A family friend, who works for Thrivent, heard that I was interested in Financial Advising and had encouraged me to apply for a position. A few months later, I was hired with the company and due to discipline and hours of studying, I passed the exams. Throughout my college years I was working at the Holiday Inn Express (HIE) learning skills necessary to becoming an asset to Thrivent’s team. I began as a Guest Service Representative; however, my supervisors noticed my ability to lead our team and as a result, I was promoted to Director of Sales. With this promotion came more responsibility. As Director of Sales, I have provided numerous groups with accommodations, exceeded my prospective and outside sales calls goals, and implemented a new, profitable promotion known as the Diver’s Discount.
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Preface (cont’d) To work efficiently and as a part of a team, I believe that one must possess excellent listening and interpersonal communication skills. Working as a Financial Representative and as the Director of Sales, I am and have been communicating with new and existing clients daily and not just hearing what they say, but actually listening to what they mean. For many prospective clients and groups, I was the first person they came in contact with and would base their opinion of our company on our phone conversations alone. These skills have led me to become successful as a team member, Advisor, and as a person. I would like to thank you for your time and am excited about the opportunity of possibly working as a part of Vanguard’s team of Retirement Plan Service Advisors. Enclosed is my personal resume that further shows my hard work and dedication. If you have any additional questions or would like to further discuss my candidacy, please feel free to reach me at (559) 824-3123 or by email at [email protected].
Preface WorkExperience
Education Licenses Languages Awards
Work Experience September 2012 to May 2013 Investment Specialist Merrill Edge, Chandler, AZ
Established and maintained new accountsProvided excellent customer service in a professional manner in a call center atmosphereExecuted trades for customers requested via walk-in and over the phoneProvided stock quotes and news to customersFollowed up on pending ACATS transfersAssisted internet customers when the internet is down and answered any technical questionsEducated customers as to the workings of the marketWorked with margin accounts, gave buying power, and balancesKept up with reorg items, margin delinquencies, & worked the short option reportFollowed up on leads from potential customers
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Work Experience (cont’d) November 2011 to August 2012 Stockbroker Scottrade, Inc. Fresno, CA
Established and maintained new accountsProvided excellent customer service in a professional manner for all aspects of account maintenance: account activity, & pulled history when necessaryExecuted trades for customers requested via walk-in and over the phoneProvided stock quotes and news to customersAccepted customer checks and stock certificatesFollowed up on pending ACATS transfersAssisted internet customers when the internet is down and answered any technical questionsEducated customers as to the workings of the marketWorked with margin accounts, gave buying power, and balancesKept up with reorg items, margin delinquencies, & worked the short option reportFollowed up on leads from potential customers
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Education Licenses Languages Awards
Work Experience (cont’d) November 2010 to August 2011 Financial Associate Thrivent Financial for Lutherans, Rancho Cordova, CA
Helped clients plan financially in the event of death, LTC needs, or loss of income due to disabilityAssisted in achieving clients’ financial and retirement goalsProvided strategies to help pass on a legacyDeveloped and recommend financial strategiesBuilt and maintain relationships
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Work Experience (cont’d) September 2008 to August 2010 Director of Sales Holiday Inn Express, Seaside, CA
Managed group salesWorked with the sales agent’s cold calling and prospectingImplemented innovative promotions
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Work Experience (cont’d) March 2007 to August 2008 Office Assistant Dr. Dixon’s Office, Reedley, CA
Answered phonesFiled incoming contacts and glassesFound and submitted insurance claims
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Work Experience (cont’d) June 2006 to January 2007 Lead Customer Service Representative Tri Counties Bank, Chico, CA
Handled high volumes of cashSigned for the bankApproved other tellers’ transactionsBalanced drawer on a daily basisMaintained monthly sales goals
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Work Experience (cont’d) February 2005 to September 2005 Customer Service and Sales Representative Wells Fargo Bank, Paso Robles, CA
Handled a high volume of cashBalanced drawer on a daily basisMaintained monthly sales goals
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Work Experience (cont’d) April 2004 to December 2004 Customer Service Representative Union Bank of California, San Luis Obispo, CA
Handled high volumes of cash
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Work Experience (cont’d) September 1999 to January 2001 Paper Distributor The Selma Enterprise, Selma, CA
Inserted, rolled, bagged, and delivered approximately 720 papers per workday
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Education
Name of School Achievement YearCalifornia State UniversityMonterey Bay Seaside, CA
Cumulative Business GPA: 3.90Cumulative University GPA: 3.74Bachelors of Science in Business Administration, May 2010Cum Laude with Distinction
August 2008 to May 2010
College of the SequoiasVisalia, CA
Cumulative GPA: 3.93Associates of Arts in Liberal Studies, May 2008Graduated with Honors
June 2007 to May 2008
Preface WorkExperience
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LicensesLife Agent (Life, Accident and Health Insurance)Series 7 (General Securities Representative)Variable ContractsSeries 63 (Uniform Securities Agent)
Preface WorkExperience
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LanguagesEnglishThree college semesters of Spanish
Preface WorkExperience
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AwardsTeller of the month for Union Bank of California (September 2004)Silver level teller in quarterly sales goals for Wells Fargo BankMultiple 100% achievements on bank branch secret shopsReached 135% of goal for Tri Counties BankAchieved my goal of 10 applications in 90 days with Thrivent FinancialAchieved my goal of 24 applications in 180 days with Thrivent Financial
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Thank YouDrake
