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Work experience

Feb 2011Apr 2012

Licensed Personal Banker

Fifth Third Bank

Advised current and prospective customers on their present and future financial goals while providing excellent customer

service and in-depth solutions

Member of the Elite Banker Squad, established to build and strengthen relationships with current and prospective

commercial business clients

Raised our teams ranking from the bottom ten percent to the top ten percent of the affiliate for productivity

Lead the company in customer satisfaction (gained company-wide recognition)

Maintained accuracy and precision worthy of being the best in the company according to a previous audit

Aug 2010Feb 2011

Financial Associate

Thrivent Financial for Lutherans

Developed personal financial strategies that matched client’s goals by providing financial analysis, investing and retirement

planning solutions and asset allocation

Licensed to sell financial products and investing advice; FINRA Series 7, 63 and 65

Oct 2003Jul 2010

Package Hander

United Parcel Service

Advised team that lead the nation in several categories for efficiency; safety, order completion and productivity

Recognized as quickest employee, processing as many as 2,200 customer transactions an hour with 100% accuracy

Directed 5 employees in a work area recognized as the best in a building of over 30 workstations

Education

Associate of Arts, Honors

College of DuPage
Aug 2008May 2010

Bachelor of Science

Northern Illinois University

Certifications

Jul 2010Present

Certified Treasury Professional Associate

Association for Financial Professionals
Jul 2010Feb 2013

FINRA Series 7

FINRA
Jul 2010Feb 2013

FINRA Series 63

FINRA
Aug 2010Feb 2013

FINRA Series 65

FINRA