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Bank Of The West - Financial Services Consultant Resume Example

XXXX XXXX XXXXX XXXXX, Elizabeth, CO 80107
Aaliyah Griffin
Professional Summary

Accomplished and energetic banker with a solid history of achievement in financial services. Motivated leader with strong organizational and prioritization abilities. Areas of expertise include client acquisition, team member training, and business lending.

  • Critical thinking
  • Creative problem solving
  • Excellent oral and written communication
  • Ability to motive and supervise
  • Active in business development
  • Attention to detail
  • Loss prevention experience
  • Ability to produce #s in excess of goals
  • Goal oriented
  • Superior organizational and time management skills
  • Relationship building
Financial Services Consultant Aug 2014Present Bank of the West Elizabeth, CO
  • Develop and foster relationships with business and consumer customers inorder to prepare proposals to sell services that address the needs of the clients.
  • Actively supervise personnel and staff to promote overall functionalityof workplace.
  • Contact prospective customers to present information and explain available services.
  • Sell services or equipment, such as trusts, investments, or check processing services.
  • Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
  • Make presentations on financial services to groups to attract new clients.
  • Review and complete loan applications with business and consumer clients.
  • Assists the branch in meeting goals by generating new business throughin-branch selling, outside calls, telemarketing, and targeted direct mailings.
  • Continuously increased sales resulting in financial incentive. 
  • Grew branch lending portfolio by XXX% over two years.
  • Instrumental to the branch achieving customer service bonuses through providing exceptional customer service.
Financial Services Representative Jan 2014Aug 2014 Bank of the West Elizabeth, CO
  • Answer customers' questions, and explain available services such as deposit accounts, consumer lending, and investment options.
  • Establish and maintainrelationships with individual and business clients to provide assistance and financial services based on their needs.
  • Examine, evaluate, and process loan applications.
  • Generates new businessthrough referrals and in-branch selling from the platform.
  • Participates in branchsales campaign activities.
  • Works to expandcustomer relationships by cross-selling products and services.
  • Supports the Branchmanagement team in achieving sales/service goals.
  • Approached by district leadership for promotion to Financial Services Consultant after 8 months due to consistent performance and portfolio growth.
Assistant Customer Service Manager Aug 2013Jan 2014 Bank of the West Aurora, CO
  • Performs operational functions required to maintain compliance with regulatory guidelines including customer/branch research monitoring completion of back office duties, reporting, etc.
  • Assists in the jobtraining and cross-training of the customer service staff. 
  • Supports Branchmanagement in Branch marketing and sales effort.
  • Participates in branch sales campaign activities.
  • Actively supervise branch team in order to ensure compliance and superior customer service.
  • Assist Customer Service Manager with branch personnel issues such asemployee counseling, balancing and scheduling.
  • Act in place of Customer Service Manager in his absence.
Lead Teller Aug 2011Aug 2013 Wells Fargo Bank, N.A. Castle Rock, CO
  • Find ways to makefinancial services more convenient for customers.
  • Recommend additional products and services to meet customers' needs.
  • Referring customers to Wells Fargo partners.
  • Cash checks and payout money after verifying that signatures are correct, that written andnumerical amounts agree, and that accounts have sufficient funds.
  • Balance currency,coin, and checks in cash drawers at ends of shifts, and calculate daily transactionsusing computers, calculators, or adding machines.
  • Watch for andrecognize security risks and threats, and know how to prevent or handle thesesituations.
Bachelor of Science: Marketing Colorado State University Fort Collins, CO, US Bachelor of Science- Marketing Candidate, June 2016
Bachelor of Art: Communication Studies University of Northern Colorado Greeley, CO, US Completed coursework towards Bachelor of Art- Communication Studies, May 2010
Community Service
Alpha Omicron Pi Fraternity
  • Enforce rules and regulations to ensure the smooth and orderly operation of fraternity programs.
  • Mediate interpersonal problems between members.
  • Oversee departmental budget.
  • Chaperone group-sponsored trips and social functions. 

Pets for Vets Colorado
  • Attend community events, meetings, or conferences to promote organizational goals and solicit donations.
  • Create or update donor databases.
  • Recruit sponsors, participants, or volunteers for fundraising events. 
Golden Key Honor Society
Conservative Breakfast Association of Elbert County
National Panhellenic Council
DMK Rehoming
Lifeline Puppy Rescue
  • Recipient of Conservative Breakfast Association of Elbert County Scholarship 2015
  • Recipient of Citizen Potawatomi Nation Tribal Rolls Scholarship 2007-2015
  • Dean's List Fall 2014-Fall 2015
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Resume Details

This is a real resume for a Financial Services Consultant in Elizabeth, Colorado with experience working for such companies as Bank Of The West, Wells Fargo Bank, Na. This is one of the hundreds of Financial Services Consultant resumes available on our site for free. Use these resumes as templates to get help creating the best Financial Services Consultant resume.

Previous Companies:

  • Bank of the West
  • Wells Fargo Bank
  • NA

Previous Job Positions:

  • Financial Services Consultant
  • Financial Services Representative
  • Assistant Customer Service Manager
  • Lead Teller


  • Colorado State University
  • University of Northern Colorado

Level of Education:

  • Bachelor of Science
  • Bachelor of Art

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