Branch Financial Sales Consultant Resume Samples

A Branch Financial Sales Consultant is responsible for determining the client’s financial needs and offering them products that suit best their needs. Working in a financial entity, these professionals carry out the following duties mentioned on the Branch Financial Sales Consultant Resume – providing advice for current and future fund-allotment, determining the client’s goals, finding new clients through phone calls, networking and advertising through various media; maintaining relationships with current clients, recommending financial products and updating records.

Apart from work experience and sales software, the following skills are expected from job applicants – the ability to maintain a relationship with current clients; proficiency in computer skills, strong communication skills, strong customer service skills, and knowledge of banking products. Generally, this position requires a bachelor’s degree and necessary certification.

Branch Financial Sales Consultant Resume example

Branch Financial Sales Consultant Resume

Objective : Responsible for explaining the characteristics and eligibility requirements of various loan programs and government guidelines in order to determine the appropriate loan programs that meet the customers financial needs.

Skills : Call Center, Customer Relations.

Description :

    1. Acquired and deepened the branch customer base through a variety of proactive sales and service activities.
    2. Managed the customer experience by identifying opportunities to improve the customer's financial well being.
    3. Collaborated with ecosystem partners to grow customer's share of wallet.
    4. Positioned PNC solutions to drive new revenue and customer loyalty.
    5. Drove proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty.
    6. Delivered a full PNC conversation with every client interaction to identify appropriate PNC solutions.
    7. Leveraged ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
BS In Criminal Justice


Branch Financial Sales Consultant Resume

Summary : Highly creative, recognized as a results-oriented and solution-focused individual. Areas of strength include: Organizational Skills, Computer Literate, Work as a team player, Strong Communication Skills, Time management Skills, and Great Ability to multi task.

Skills : Customer Service, Administrative Support, Relationship Management, Consumer Lending, Sales.

Description :

    1. Learned and educated others on promotions to improve daily sales activity.
    2. Provided support to new employees by being the branch sponsor.
    3. Used the PNC conversation with customers to uncover new opportunities.
    4. Opened and maintened personal and business accounts, loans, and accompanying services.
    5. Provided options that could help the customer in fulfilling their financial obligations.
    6. Supported the branch manager in handing the overdraft report, and handling customer requests, issues, and help in making the weekly scheduling.
    7. Maintained a daily cash drawer to help service our customers and handle large sums of money Balance and maintenance the ATM machine Order Monthly supplies for the branch.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor's In Business Management


Branch Financial Sales Consultant Resume

Objective : Branch Financial Sales Consultant with 3 years of experience in Managing client referral and cross sell process ensuring all new customers are introduced to local Key Centers, Using computer systems to capture customer information, maintain product knowledge, register loans effectively, manage pipeline and submit cross-sell referrals.

Skills : MS office, Creative Skills.

Description :

    1. Succeeded in that position and attended many training classes.
    2. Went in front of our Regional Manager for certification of the PNC conversation and passed.
    3. Applied and was greatfully promoted within one year of starting with PNC Bank.
    4. Utilized any downtime in making phone calls to new and existing customers.
    5. Participated in weekly call nights.
    6. Created customer loyalty and grows customer share of wallet through a differentiated customer experience.
    7. Performed lobby engagement activities to connect with customers and position PNC products to meet their needs.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Diploma

Branch Financial Sales Consultant Resume

Summary : To obtain a Branch Financial Sales Consultant position where my job experience, business education, and skills will enhance the profitability of a growth-oriented company.

Skills : Financial Account Analysis, Customer Service and Relationship Management, Notary.

Description :

    1. Helped customers with their financial needs and recommend PNC products and services to help them achieve their needs.
    2. Met my individual sales goals.
    3. Helped the branch meet minimum standards and also the year-to-date goals.
    4. Sent a daily report to the team so that everyone knows currently where we are and what products will still need.
    5. Completed the weekly reports, such as KYC review, Criss Que, and Chex Systems and make sure that any other reports are completed.
    6. Made sure that Multi-Channel calls and reports are completed each day and also make sure that we are staying green.
    7. Helped with the day to day operations and make sure that the branch runs smoothly while the manager is out of the office.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business Administration

Branch Financial Sales Consultant Resume

Headline : Responsible for Coordinating with clients regularly and perform check-ups on financial status, Collaborating with clients to understand current financial status, objectives, and risks, and develop sound strategies.

Skills : Planning Skills, Sales.

Description :

    1. Identified financial needs of PNC customers and recommend PNC products and services to meet those needs.
    2. Opened new consumer and business accounts.
    3. Initiated loan applications for consumers' and businesses Coaching of Sales Associate/Teller Staff Leading daily sales meeting to start the day.
    4. Opened and closed of branch.
    5. Processed and closed loans and DDA accounts.
    6. Helped guide our customers to the places and the right people that can help them in their financial goals.
    7. Engaged in lobby management and security awareness.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
MS

Branch Financial Sales Consultant Resume

Headline : Responsible for Partnering with our third-party operations team to ensure seamless transfer of a file. Gathering appropriate documentation and communicate with customers during the loan process.

Skills : Microsoft Office, General Office.

Description :

    1. Opened and closed accounts, doing maintance on accounts, take loans application, close loans, nortary, taking appliations for credit cards,ordering checks dealing with any problems customers may haveect.
    2. Helped customers setup online banking and balance their check books, as well as add alerts to their accounts when needed.
    3. Acted as branch manager when my manager is absence.
    4. Able to build a clientele, and trust from those around me.
    5. Able to help improve three overall function at my branch.
    6. Demonstrated strong personal skills, confidence, as well as a strong since of honesty and genuine care for my job.
    7. Demonstrated the skills of a fast learner that is willing to do my job.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Master Of Business Administration

Branch Financial Sales Consultant Resume

Objective : A college graduate with an outstanding background in marketing, public relations, sales, finance, and community relations, and office skills. With a recent marketing internship servicing a local non-profit organization under her belt, and experience as one of the top-performing sales bankers in her region, this young professional is looking to further her career.

Skills : Microsoft, Mac OS X, Consultative Selling, Sales, Sales Support, Customer Service, Customer Service, Microsoft Office, Mentoring, Managerial.

Description :

    1. Efficiently managed and developed staff, as well as oversee daily operations of a full service branch office which included lending services, product sales, superior customer service, safety and security in accordance with the PNC Bank's objectives.
    2. Developed a new deposit and loan business.
    3. Provided demonstrated customer relations that promoted the sales and service culture throughout the work environment.
    4. Maximized employee communications, and staff motivation.
    5. Required, managed and developed staff through a series of training exercises and programs.
    6. Achieved individual and branch sales goals through new business sales, referrals and retention of account relationships.
    7. Established bank and branch goals through active participation in sales management and officer call programs.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
B.S In Psychology

Branch Financial Sales Consultant Resume

Headline : Seeking a Branch Financial Sales Consultant position with an outstanding career opportunity that will offer a rewarding work environment along with a winning team that will fully utilize management skills.

Skills : Microsoft Office, Mac OS X.

Description :

    1. Opened, closed and upgraded accounts for new and existing clients.
    2. Called less active clients to rebuild professional relationship and to upgrade accounts and discover any new leads.
    3. Profiled clients to include discover investment and/or loan opportunities to strengthen client retention.
    4. Assisted clients with account maintenance and ATM/debit card maintenance.
    5. Developed a professional relationship with new and existing clients.
    6. Participated in community affairs to increase PNC's visibility and to enhance new and existing business opportunities.
    7. Managed my fellow co-workers be the best that they can be.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Associate Of Applied Business

Branch Financial Sales Consultant Resume

Objective : Branch Financial Sales Consultant position I would be dedicated to continuous process improvement in the face of a rapidly evolving and ever-changing market. Extremely results-oriented and proactive in addressing and resolving challenges, while maintaining integrity and professionalism.

Skills : An Experienced Team Leader With The Ability To Initiate/manage.

Description :

    1. Responsible for retail banking day-to-day operations including resolution of customer service issues, new account creation and all personal banking needs.
    2. Conversed with clients to understand banking needs and cross sell across all personal banking lines including checking, savings, investment, and credit opportunities.
    3. MLS licensed mortgage banker responsible for all aspects of equity based mortgage lending including determination of needs, guiding clients through application process, all underwriting guidelines, and through closing process.
    4. Acted as Workplace Banking Champion for assigned region.
    5. Responsible for outside sales of PNC's Workplace Banking product to participating employers and prospecting for new potential Workplace Banking clients.
    6. Acted as first point of contact for all retail banking customers experiencing customer service issues.
    7. Provided resolution in branch whenever possible and escalating to proper channels when branch resolution could not be reached.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
BA

Branch Financial Sales Consultant Resume

Headline : Dedicated and engaged employee who consistently exceeds company objectives to secure customer satisfaction and loyalty. Highlights Cash handling Great customer service skills Detail-oriented Team morale builder Leadership Capabilities Expert in MS Office Suite.

Skills : Banking, Sales.

Description :

    1. Experienced in a financial services, sales or retail environment.
    2. Experienced in being evaluated by customers.
    3. Able to cross-sell products and services.
    4. Held educational presentations for University of Cincinnati student organizations.
    5. Organized and conducted marketing event, partnering with Sprint retailer.
    6. Conducted daily follow up calls to new and potential clients.
    7. Kept the staff informed with all updates to new promotional changes as well as products.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Arts