Liam Settle Email & Phone Number

Bellevue, Wa, Us

Seattle, Washington, United States

- Customer Relationship Management: Develop and nurture relationships with clients, understanding their financial needs, and offering personalized advice and solutions.- Financial Services: Provide comprehensive financial advice, including account management, loan and credit products, investment solutions, and other banking services.- Sales and Business Development: Achieve sales goals by identifying opportunities for new business, cross-selling products, and meeting targets for account acquisition and growth.- Customer Service: Address client inquiries and concerns, resolve issues efficiently, and ensure high levels of customer satisfaction.- Compliance and Risk Management: Adhere to all regulatory and compliance requirements, ensuring accurate documentation and maintaining a strong understanding of relevant policies and procedures.- Product Knowledge: Stay informed about Chase’s products and services, as well as industry trends, to provide clients with up-to-date information and recommendations.- Team Collaboration: Work closely with other team members and departments to ensure seamless service delivery and to support branch and organizational goals.

- Financial Professional, collaborate with clients to understand goals, assess finances, and create plans covering areas like retirement, education, estate planning, and risk management.- Flagship product is insurance, educating clients on life insurance importance, aiding in choosing suitable coverage.- Offering investment products like mutual funds and annuities, assisting clients in building portfolios aligned with financial goals and risk tolerance.- Client Relationship Management involves ongoing support, plan reviews, and adjustments as needed.- Prospecting, networking, and acquiring new clients through community engagement and events.- Obtaining necessary licenses, such as life and disability producer, securities licenses (SIE, S6 and S63) as well as ongoing education and specialization courses- Collaboration within teams/ offices is common, allowing us to provide comprehensive financial solutions to clients.

Tukwila, Washington, United States

Bellingham, Washington, United States

- Developed experience in optimizing product presentation and maximizing sales in a retail setting.- Proficient in creating visually appealing displays that capture customer attention.- Proven ability to analyze market trends and consumer behavior to align merchandise with demands.- Skilled in maintaining inventory levels, coordinating with vendors, and collaborating with cross-functional teams.- Proven track record of delivering exceptional customer service in a fast-paced retail environment.- Strong ability to drive sales through effective communication and understanding of customer preferences.

Seattle, Washington, United States

- Committed Fine Dining Busser dedicated to delivering impeccable service in upscale restaurant settings.- Diligent and detail-oriented with a focus on enhancing the overall dining experience for guests- Keen awareness of guest needs, displaying a proactive approach to delivering exceptional service.- Effective communicator with both customers and colleagues, contributing to a positive and refined dining atmosphere.- Committed to excellence and precision, playing a key role in delivering a consistently outstanding dining experience for guests.

Seattle, Washington, United States

- Passionate Youth Sports Coordinator dedicated to fostering positive experiences and development through sports activities for young individuals.- Responsible for planning, organizing, and overseeing diverse youth sports programs that promote physical fitness, teamwork, and character-building.- Emphasis on creating a safe and inclusive environment for participants of various skill levels and interests.- Effective communication with parents, coaches, and participants to ensure smooth program execution and address concerns promptly.- Skilled in implementing age-appropriate activities that cater to the unique needs of participants.- Dedicated advocate for the positive development of young individuals through sports engagement.- Strong organizational skills in coordinating various aspects of youth sports programs.