Helping member with their investment and retirement planning needs in a Contact Center setting. (Fast and rapid paced). Managing and updating client portfolios. Answering client questions about their financial plans and strategies and giving financial advice. Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns or financial performance necessitate changes in their plan. Analyzing financial data received from clients to develop strategies for meeting the members' financial goal. Supporting our Contact Center Investment clients, as well as our Branch Investment client, organization wide. Work closely with our Financial Planners and Licensed Branch staff. Partnering with our Mobile Insurance & Estate Specialists to ensure customer insurance needs are met. Resource to my peers in regards to sales tips, accurate processing, and training of new advisors.

Adjudicator recognized for superior credit knowledge, lending, transactions for credit cards.Gathered and analyzed financial data, including client payment habits or history, earnings and savings information, and purchase activities.Evaluated data and recommended course of action for customers; making real-time decisions with due diligence.Handled additional inquiries; transaction authorizations, deferral plans, disputes, lost/stolen, only registry, card member agreement, policy and procedures

Acted as Lead Advisor on the team.Answered client inquiries regarding account position and balances, while looking at opportunities to expand business relationshipsExpanded client relationships by guiding clients to insurance product and marketing services through inbound and outbound calls.Supported and assisted new hires in training, transition, and first 2 weeks of production floor, through skill checks and side-by-side coaching of service and sales

Acted as Lead Hand to the Trading ManagerAnswered client inquires regarding company products, services, account positions, and balances.Accepted purchase/sales order of stocks and optionsResolved customer issues and reported any discrepancies to Trading Manager.

Conducted daily credit evaluation and loan review for cash and margin accounts.Ensured personal authorizations and recommendations were in accordance with sound credit-granting principles, and in compliance with bank policy.Collected calls for margin accounts.Assisted client with a wide variety of banking transaction in a professional and efficient manner