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ETRADE FINANCIAL - Financial Service Representative Resume Example

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Ellie Russell
XXXX XXXXXXXXXXX XXX
Cumming, GA 30041
Ph: XXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXX
Summary
  • 15 years of customer service experience.
  • 10 years of face to face financial services experience.
  • 7 years of management experience.
  •  3+ years in technical support including training new technical support staff.
  • Very quick learner who is not afraid to ask for help.
  • Passionate about learning new skills.
  • Experienced in working in a fast paced demanding environment.
  • Highly self sufficient while skilled in working within diverse team dynamics.
  • Currently enrolled at Devry University; scheduled to graduate
    with a BS in Computer Information systems focused in Network Security in
    December 2015.
Skills

Licensed Stock Broker with Series 7 and 63. Proficient at MS Project, Visio, Word, Excel, and PowerPoint.

Proficient in Windows XP, Vista, 7 & 8 Knowledge of Mac OS X

Knowledge in C++ Knowledge in Oracle SQL

Currently learning Java Knowledge in Eclipse IDE

Experience
Financial Service Representative Nov 2011Present E*TRADE FINANCIAL, LLC Alpharetta, Ga.
  • Financial Services Representative 11/2011 - 06/2012
  • Assisted clients with their brokerage accounts.
  • Uncovered clients' financial needs.
  • Key Accomplishments:.
  • Joined Elite Services in the specialty technical support team.06/2012 to present.
  • Performed level II troubleshooting for all company platforms.
  • Trained new technical support staff
  • Revised the company's tech support matrix.
Active Trader Specialist Apr 2010Aug 2011 CHARLES SCHWAB & CO., INC Phoenix, Az.
  • Worked with clients to develop trading strategies.
  • Taught technical analysis to newer traders and performed analysis for experienced traders.
  • Promoted the advanced trading platforms and taught clients how to use them.
  • Key Accomplishments: Promoted to a team of brokers that worked directly with high net worth active traders.
Personal Banker Jul 2008Mar 2010 CHASE BANK, NA Mesa, AZ.
  • Helped clients with account maintenance while working to increase branch P&L using needs based sales.
  • Outbound calls to generate new business, and develop referrals from existing business.
  • Worked with the branch Financial Adviser to generate new assets and increase the branch's book of business.
  • Key Accomplishments:.
  • Awarded best new banker within my district in my first 6 months.
Field Trainer Feb 2006Jun 2008 BANKERS LIFE & CASUALTY CO Muncie, IN
  • Managed a team of insurance agents,  monitored production levels and trained new agents.
  • Taught new agents how to work with clients to assess individual financial/insurance situations and develop retirement plan solutions.
  • Managed team members as individuals based on their knowledge and proficiency in each product.
  • Taught advanced phone skills.
  • Key Accomplishments:.
  • Top 10% of all agents in the nation and awarded national sales convention.
  • Awarded best agent in sales for my office.
Additional Information
EDUCATION AND CREDENTIALS: LIFE, HEALTH AND ANNUITY LICENSE
Education
Bachelor of Science: Computer Information System Network Security Dec 2015 Devry University Alpharetta, GA
Languages
C++, Java, Irish(Gaelic)
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Resume Details

This is a real resume for a Financial Service Representative in Cumming, Georgia with experience working for such companies as Etrade Financial, Llc, Charles Schwab & Co. This is one of the hundreds of Financial Service Representative resumes available on our site for free. Use these resumes as templates to get help creating the best Financial Service Representative resume.

Previous Companies:

  • ETRADE FINANCIAL
  • LLC
  • CHARLES SCHWAB & CO

Previous Job Positions:

  • Financial Service Representative
  • Active Trader Specialist
  • Personal Banker
  • Field Trainer

Schools:

  • Devry University

Level of Education:

  • Bachelor of Science

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