Work History

Work History
Jun 2007 - Sep 2007

Financial Advisor

Santander Bank

Financial adviser on all mortgage. Consulting on costs and fees for first time buyers,  re-mortgages, change of lender,  Wide range of selling skills and knowledge of mortgage market and 

policy.  . Now looking to remain within the 

Banking/Finance sector, preferably in a training role rather than sales

  • Assisted customers with opening accounts.
  • Worked with prospective and existing customers to assess financial needs.
  • Identified and sold the appropriate investment services to customers.
  • Generated and followed up on leads.
  • Ensured compliance with company and regulatory requirements and guidelines.
  • Reported all incidences of noncompliance to immediate manager

  • Assisted customers with opening accounts.
  • Worked with prospective and existing customers to assess financial needs.
  • Identified and sold the appropriate investment services to customers.
  • Generated and followed up on leads.
  • Ensured compliance with company and regulatory requirements and guidelines.
  • Reported all incidences of noncompliance to immediate manager.

Summary

Integrity, persistence, and a competitive spirit have underscored employment and academic successes where meeting deadlines, achieving goals, and using measured juedgment have been crucial to delivering results. A commitment to learning, a willingness to seek information, and independent work habists have served to produce well-defined research, create superior reports, and hone communications to a high profesional level. 

The type of work opportunities I am looking for are in the field of international finance, such as trade (export/import) and/or in personal finance

References

Excellent references available on request