Charismatic and professional Financial Representative with experienced in banking and insurance. Highly adept at cross-sellling through promotion and in-depth knowledge of industry products and services. Excellent team player with strong multi-tasking, problem-solving, and organisational skills.
Cash handlling expertise
Knowledge of bank products and services
Positive team player
MS Office experience
Excellent communication and interpersonal skills
Southern Trust Credit Union 1/1/2011 to Current Financial Representative London
Screen applicants for membership eligibility.
Assist with monthly audits and reports as required by finance manager.
Review, determine, and authorise override transactions within limits.
1st Priority Insurance 3/1/2008 to 1/1/2011 Financial Representative London
Interviewed customers to determine appropriate products and services which meet customer financial objectives.
Assisted finance manager in the developments of sales goal plan.
Mentored new employees and offered product and sales solution advice when needed.
Enterprise Financial Bank 7/1/2005 to 3/1/2008 Financial Representative London
Conducted all accounts payable and receivable transactions and recorded data accurately.
Processes loan and mortgage applications and negotiates terms for compensation or gain.
Sold and cross-sold insurance products for established and new customers.
Hamilton Seniour Secondary School 2005 Secondary School GCSE London, England, UK