Financial Consultant Sample Resume Format in Word Free Download

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                                                 Elin Sipershteyn

                   309-05 Sanford Avenue Queens, NY 11001   ● (718) 866-9876 ● E-mail:  Elin@yahoo.com

                                                                                    Summary

          Seasoned sales management professional within the Financial Services industry with experience in Wealth Management, Commercial and Retail Banking. Specialties include financial planning, needs analysis, portfolio review, sales coaching, and business development. Reputation for consistently delivering solid results from sales prospecting and relationship management. A dedicated team player that embraces the challenges of a fast-paced environment and offers a commitment to detail and drive to exceed sales goals and deliver profitable results.

Education:

                Binghamton University, State University of New York                    

·         Bachelor of Arts in Economics, May 2005

·         Cumulative GPA: 3.2

Licenses:

·         Life and Health Insurance

·         Series 6 & 63

Experience:

Professional Experience           

            TD Bank N.A                     Queens, NY

              Banking Relationship Specialist/Small Business Account Manager                       01/10-09/11                                                                                          

·         Offer and sell financial products and services to clients and small business clientele. Interact and profile customers to ascertain their needs. Open deposit accounts, handle loan applications and manage various customer service requests. Leverage in-depth product knowledge to assist the bank in meeting its goal and demonstrate ongoing commitment and diligent work ethic complemented by knowledge of credit/ fraud-related situations.

·         Provide financial and credit services to customers, including checking & savings accounts, home equity, mortgage and personal loans.

·         Manage client portfolios, service relationships and cross–sell financial solutions to acquire customer’s business commitment. Apply market knowledge to sell financial products and services to business and consumer accounts.

·         Achieved 156% of market goal and top 5% of regional last quarter. Exceeded 100% of goal each quarter.

·         Maintained elevated benchmark of performance through exceptional customer service, attention to detail and thorough follow-up.

           JP Morgan Chase Bank & Co       Queens, NY                                                                 9/06 – 6/09                    

Licensed Banker

·         Responsible for retaining and deepening relationships with new and existing customers

·         Contributed directly to the success of the firm by maximizing the depth and profitability of the customer's relationship by partnering with Retail Lending, Small Business, Investments, and other product areas

·         Managed clients funds efficiently as well as negotiating terms for new accounts

·         Proactively met with customers to discover their financial needs while providing exceptional customer service

·         Continually met and surpassed individual goals as well contributing to the overall success of branch and district campaign goals

·         Attained 2008 Leadership Campaign, ranked 500^th banker out of 8000 in the country.

 

 

 

 

AXA-Advisors                       New York, NY                                                                                 12/05-6/06

           Financial Consultant

·         Meet with prospective clients on an individual basis and help to provide a high level of financial planning services.

·         Help to identify and prioritize goals, and implement strategies that work best to achieve them

·         Set daily appointments with the use of referrals, cold-calling and target marketing

·         Help clients define and identify their financial goals 

Sanford C. Bernstein            White Plains, NY                                                                             1/03 – 10/03

Intern

·         Entered clients’ portfolio data utilizing Excel

·         Worked effectively with technology team in user acceptance testing

·         Prepared report packages used for audits done by Price Waterhouse Coopers

Computer Skills:

·         Windows:  Microsoft Word, Excel, Access, and PowerPoint

·         Internet:  Internet Explorer, Netscape Navigator

·         Operating Systems:  Windows 95, 98, 2000, XP

Affiliations:

Sigma Alpha Mu Fraternity – Gamma Sigma Chapter

·         Financial Chairperson – responsible for handling and distribution of funds

Languages:    Fluent in Russian

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