Felicie Henson Email & Phone Number

Lafayette, Louisiana, United States

Performed daily operations, client service, and financial advisor supportAssisted financial advisors, managing $1,000,000+ books to ensure profitable revenue Developed relationships through anticipating and proactively addressing clientele needsSuperior interpersonal, organizational and client service skills Maintained accounts for clients on every level, opened and processed new accounts, including managed accounts, and monitored stock marketProcessed checks, journals, deposits, keeping record of daily transactions and holdings

United States

Actively supported 4 Financial Advisors with approximately 800 clients, managing $1,000,000+ books to ensure profitable revenuePerformed administrative duties such as telephone coverage, business travel arrangements and expense reporting, coordination of client meetings and calendar maintenanceAssisted Financial Advisors in developing business plansCultivated and enhanced new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remained currentOnboarded and maintained client accounts, including collecting client information and required documentationProcessed checks, journals, deposits, keeping record of daily transactions and holdings

Executed all aspects of loan origination, including lead generation and qualificationOrganized necessary documentation (appraisals, employment verification, title work) required for successful loan processingProvided customer service by assessing needs of customer, proposing a solution, and keeping customer abreast of progress of loan applicationInteracted one-on-one with realtors

Personal BankerAcquired, retained, and expanded new and existing customer relationshipsProvided a positive new account experience by profiling, assessing customer needsRecommended and sold appropriate banking products and servicesDuties included profiling, outbound telephone sales, consulting, networking, cold calling, and appointment settingPartnered with retail lending & small business investmentsUncovered customer needs due to excellent probing and listening skillsSeries 6 and life, health, & accident insurance licensed (expired)

Lafayette, Louisiana, United States

Learned different aspects of the companySurpassed sales targetsGrew rental fleet from 32 to 54 carsIncreased rental occupancy Performed corporate management duties Exceeded corporate sales goals by 100% for five consecutive monthsSupervised a team of 11 trainees, manager assistants, and car portersManaged three branches with over 200 carsAchieved highest customer service rating in groupCalled on prospective corporate accountsPerformed sales and service calls