REGISTERED CLIENT SERVICE ASSOCIATE Summary To obtain position years experience client support environment proven track record maintaining developing new businesses fully utilized. Results-oriented, high-energy, hands-on professional, successful record accomplishments client support. Major strengths include strong leadership, excellent communication skills, strong team player, attention detail, compliance regulated environment supervisory skills. Skills Microsoft Word Windows, Excel, Power Point, Access, Adobe PageMaker 6.5, Adobe Photoshop, Dreamweaver, Visio, Unix, Oracle 9i Developer 2000. Experience Registered Client Service Associate 06/2012 Current Company Name City State Serve primary contact investment clients prospects. Provide operational services support client accounts. Provide Financial Advisors presentations seminars, aide implementation marketing materials prospects. Referring clients lines banking division enhance relationship. Work Financial Advisors efficiently manage book business increase revenue bank. Conduct monthly audits make sure client objectives consideration investments offered brokers. Work directly Financial Advisors manage book business worth 40 million. Relationship Banker II 06/2004 06/2012 Company Name City State Serve primary contact retail, commercial, prospect clients. New account opening cross sale banking products services. Referring identified client needs lines banking divisions. Proactively cold calling clients introduce new products services increase branch revenue. Conduct meetings commercial bankers introduce banking products commercial clients enhance banking relationship. Accomplishments. Ranked top 10 among 82 reps 7 straight years, exceeding sales quotas month. Winner best sales representative year reward 3 straight years first quarter 2011. Increased branch non-interest income 10% sale banking products excellent client service skills. Increased loan portfolio branch $800,000 within 7 months. Increased net deposit portfolio branch $1.7 million quarter proven sales skills. Training new hires branch personals experts job performance successful company. Private Banker 01/2003 01/2004 Company Name City State Conduct outside sales calls bring new business. Performing operational tasks branch includes reconciliation monitoring Federal Reserve account. Opening new consumer, business accounts creating CIF's, entering new accounts system using Impact. Performing many tasks using Impact change address, customer account information, posting stop payments, loan information. Assisted reception handling high volume customer calls. Technical Writer/ Web Developer 01/2000 01/2002 Company Name City State Responsibilities include creating, editing verifying product service documentation. Documentation types include: hardware software user service manuals, online help tutorials, programming/configuration/installation documents, requirement documents reference documents. Work various researches giving accurate description erection, installation, removal well maintenance different genres hardware. Supply wiring figures outlines along part breakdown sketches illustrations. Scripting interactive on-line help tutorial packages. Installation maintenance computer, security, telecommunications systems. Education Training B.S Computer Information Systems 2001 Strayer University Computer Information Systems 1997 Northern Virginia Community College DBA Training, Completed First DBA exam India Series 7-General Securities Registered Representative 2016 Skills Dreamweaver, Adobe PageMaker 6.5, Adobe Photoshop, banking, book, cold calling, hardware, client, clients, DBA, Documentation, editing, Financial, investments, marketing materials, meetings, Access, Excel, Power Point, Windows, Microsoft Word, online help, Oracle 9, Developer 2000, outside sales, presentations, programming, reception, requirement, retail, sales skills, sales, Securities, seminars, Scripting, telecommunications, Unix, Visio, wiring