ETRADE Financial - Senior Financial Services Representative Resume Example

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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 2011－Jan 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 2009－Jun 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 2005－Jun 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 1997－Feb 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

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Account Representative Staff Sergeant

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

                                

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