Search For Resume Examples

ETRADE Financial - Senior Financial Services Representative Resume Example

Build your own resume
Abigail Morgan
XXXX XXXXXXXXX XXX, Woodstock, GA 30189
Ph: XXXXXXXXXXXX
XXXXXXXXXXXXXXXXXX
Professional Summary
Capable of performing under extreme work pressure and still meet dealines in an organized and proficient manner.  Able to navigate through a fast pace business environment, with a proven track record of exceeding company and personal goals all while staying positive, self-motivated and performing at a high level of energy.
Skills

Financial Industry Regulatory Authority (FINRA) Licenses Series 7 & 63 Proficient in Bloomberg, Microsoft Word, Excel, Outlook, and Powerpoint

Experience
Senior Financial Services Representative Nov 2011Jan 2014 E*TRADE Financial Alpharetta, GA Generated over $10 million in closed assets in calendar year 2013
Top 10% in sales 3 out of 4 quarters in department
Received numerous perfect scores for customer satisfaction surveys
Recognized for proactively resolving clients issues and concerns
Tasked with opening new brokerage, retirement, and business accounts for new clients
Provide clients with account information and place trades for both domestic and international accounts
Account Representative Feb 2009Jun 2010 Protocol Recovery Woodstock, GA

Followed Fair Debt Collections Practices Act regulations with zero violations
Educated borowers on recovery/repayment options
Managed accounts contracted by the Georgia Department of Revenue and U.S. Department of Education

Acount Manager May 2005Jun 2007 Bank of America Kennesaw, GA

Marketed and sold financial products in excess of $1 million per month
Analyzed customer risk and profitability using complex bank systems
Helped customers to understand their credit and maintain account in good standing

Staff Sergeant Jan 1997Feb 2004 United States Army Fayetteville, NC
Education
BBA : Finance May 2007 Kennesaw State University Kennesaw, GA
Associate of Arts : Technology Jun 2002 Pierce Community College Lakewood, WA
Love this resume? Build your own now!

Resume Details

This is a real resume for a Senior Financial Services Representative in Woodstock, Georgia with experience working for such companies as Etrade Financial, Protocol Recovery, Bank Of America. This is one of the hundreds of Senior Financial Services Representative resumes available on our site for free. Use these resumes as templates to get help creating the best Senior Financial Services Representative resume.

Previous Companies:

  • ETRADE Financial
  • Protocol Recovery
  • Bank of America

Previous Job Positions:

  • Senior Financial Services Representative
  • Account Representative
  • Acount Manager
  • Staff Sergeant

Schools:

  • Kennesaw State University
  • Pierce Community College

Level of Education:

  • BBA
  • Associate of Arts

The Easiest Way to Create a Professional Resume.

Create a job-winning resume in minutes.

create your resume

Similar Resumes

View More

Production Operator

SWANTON, Ohio

Companies Worked For:

Kuka Toledo Production Operations, Aarons Sales an...

Managing Partner

Florence, Alabama

Companies Worked For:

Wing Shack of Muscle Shoals, Merchants Foodservice...

Consolidation Specia...

Phoenix, Arizona

Companies Worked For:

ERS INC, New York Life, Best Buy

Payment Processing

Sugar Hill, Georgia

Companies Worked For:

Anesthesia Associates of Gainesville, ProClaims Me...

Owner

LAWRENCE, New York

Companies Worked For:

MASTER SPORT, NY SOUNDPROOFING, HOME SOLUTIONS REA...

Contracts Billing Sp...

Berlin, New Jersey

Companies Worked For:

EMSL Analytical Inc, Bulbrite Industries, Empire R...

Director

Stone Mountain, Georgia

Companies Worked For:

Chick fil A Lilburn, NextGen, MeasureComp, Islands...

Stower

Ringgold, Georgia

Companies Worked For:

Amazon Fulfillment Center, Catoosa County Sheriffs...

Get Started on Your Job-winning Resume Today!

Get all the help you need to create a professional resume in minutes. Includes thousands of pre-written examples for hundreds of jobs.

create your resume
Get Started on Your Job-winning Resume Today!