INTERACTIVE POWERPOINT RESUME Career Objective: To become a Relationship Banker Drake Dixon 500 N Metro Blvd Apt 1269, Chandler, AZ 85226 Phone: 559-824-3123 Email: [email protected].
Download ReportTranscript INTERACTIVE POWERPOINT RESUME Career Objective: To become a Relationship Banker Drake Dixon 500 N Metro Blvd Apt 1269, Chandler, AZ 85226 Phone: 559-824-3123 Email: [email protected].
Slide 1
INTERACTIVE POWERPOINT RESUME
Career Objective:
To become a Relationship Banker
Drake Dixon
500 N Metro Blvd Apt 1269,
Chandler, AZ 85226
Phone: 559-824-3123
Email: [email protected]
Slide 2
Preface
Work
Experience
Education
Licenses
Languages
Awards
Preface
Dear Hiring and Recruiting,
Working in the Financial Services industry has been my personal career goal for
many years. This goal motivated me to graduate Cum Laude from CSU Monterey
Bay. My interest in the industry began while working for Wells Fargo Bank where I
had an opportunity to shadow our branch’s Financial Advisor. Having the
opportunity to observe what his position entailed and watching how much value
he was able to bring to each client he had, I realized that I had found the career
path that was best suited for me.
More…
Slide 3
Preface
Work
Experience
Education
Licenses
Languages
Awards
Preface (cont’d)
Recently, I held a position at Thrivent Financial for Lutherans as a Financial
Representative. A family friend, who works for Thrivent, heard that I was
interested in Financial Advising and had encouraged me to apply for a position. A
few months later, I was hired with the company and due to discipline and hours of
studying, I passed the exams. Throughout my college years I was working at the
Holiday Inn Express (HIE) learning skills necessary to becoming an asset to
Thrivent’s team. I began as a Guest Service Representative; however, my
supervisors noticed my ability to lead our team and as a result, I was promoted to
Director of Sales. With this promotion came more responsibility. As Director of
Sales, I have provided numerous groups with accommodations, exceeded my
prospective and outside sales calls goals, and implemented a new, profitable
promotion known as the Diver’s Discount.
More…
Slide 4
Preface
Work
Experience
Education
Licenses
Languages
Preface (cont’d)
To work efficiently and as a part of a team, I believe that one must possess
excellent listening and interpersonal communication skills. Working as a Financial
Representative and as the Director of Sales, I am and have been communicating
with new and existing clients daily and not just hearing what they say, but actually
listening to what they mean. For many prospective clients and groups, I was the
first person they came in contact with and would base their opinion of our
company on our phone conversations alone. These skills have led me to become
successful as a team member, Advisor, and as a person. I would like to thank you
for your time and am excited about the opportunity of possibly working as a part
of Vanguard’s team of Retirement Plan Service Advisors. Enclosed is my personal
resume that further shows my hard work and dedication. If you have any
additional questions or would like to further discuss my candidacy, please feel free
to reach me at (559) 824-3123 or by email at [email protected].
Awards
Slide 5
Preface
Work
Experience
Education
Licenses
Languages
Awards
Work Experience
September 2012 to May 2013
Investment Specialist
Merrill Edge, Chandler, AZ
Established and maintained new accounts
Provided excellent customer service in a professional manner in a call center atmosphere
Executed trades for customers requested via walk-in and over the phone
Provided stock quotes and news to customers
Followed up on pending ACATS transfers
Assisted internet customers when the internet is down and answered any technical questions
Educated customers as to the workings of the market
Worked with margin accounts, gave buying power, and balances
Kept up with reorg items, margin delinquencies, & worked the short option report
Followed up on leads from potential customers
More…
Slide 6
Preface
Work
Experience
Education
Licenses
Languages
Awards
Work Experience (cont’d)
November 2011 to August 2012
Stockbroker
Scottrade, Inc. Fresno, CA
Established and maintained new accounts
Provided excellent customer service in a professional manner for all aspects of account maintenance:
account activity, & pulled history when necessary
Executed trades for customers requested via walk-in and over the phone
Provided stock quotes and news to customers
Accepted customer checks and stock certificates
Followed up on pending ACATS transfers
Assisted internet customers when the internet is down and answered any technical questions
Educated customers as to the workings of the market
Worked with margin accounts, gave buying power, and balances
Kept up with reorg items, margin delinquencies, & worked the short option report
More…
Followed up on leads from potential customers
Slide 7
Preface
Work
Experience
Education
Licenses
Languages
Awards
Work Experience (cont’d)
November 2010 to August 2011
Financial Associate
Thrivent Financial for Lutherans, Rancho Cordova, CA
Helped clients plan financially in the event of death, LTC needs, or loss of income due to disability
Assisted in achieving clients’ financial and retirement goals
Provided strategies to help pass on a legacy
Developed and recommend financial strategies
Built and maintain relationships
More…
Slide 8
Preface
Work
Experience
Education
Licenses
Languages
Awards
Work Experience (cont’d)
September 2008 to August 2010
Director of Sales
Holiday Inn Express, Seaside, CA
Managed group sales
Worked with the sales agent’s cold calling and prospecting
Implemented innovative promotions
More…
Slide 9
Preface
Work
Experience
Education
Licenses
Languages
Awards
Work Experience (cont’d)
March 2007 to August 2008
Office Assistant
Dr. Dixon’s Office, Reedley, CA
Answered phones
Filed incoming contacts and glasses
Found and submitted insurance claims
More…
Slide 10
Preface
Work
Experience
Education
Licenses
Languages
Awards
Work Experience (cont’d)
June 2006 to January 2007
Lead Customer Service Representative
Tri Counties Bank, Chico, CA
Handled high volumes of cash
Signed for the bank
Approved other tellers’ transactions
Balanced drawer on a daily basis
Maintained monthly sales goals
More…
Slide 11
Preface
Work
Experience
Education
Licenses
Languages
Awards
Work Experience (cont’d)
February 2005 to September 2005
Customer Service and Sales Representative
Wells Fargo Bank, Paso Robles, CA
Handled a high volume of cash
Balanced drawer on a daily basis
Maintained monthly sales goals
More…
Slide 12
Preface
Work
Experience
Education
Licenses
Languages
Awards
Work Experience (cont’d)
April 2004 to December 2004
Customer Service Representative
Union Bank of California, San Luis Obispo, CA
Handled high volumes of cash
More…
Slide 13
Preface
Work
Experience
Education
Licenses
Languages
Awards
Work Experience (cont’d)
September 1999 to January 2001
Paper Distributor
The Selma Enterprise, Selma, CA
Inserted, rolled, bagged, and delivered approximately 720 papers per workday
More…
Slide 14
Preface
Work
Experience
Education
Licenses
Languages
Awards
Education
Name of School
Achievement
Year
California State University
Monterey Bay Seaside, CA
Cumulative Business GPA: 3.90
Cumulative University GPA: 3.74
Bachelors of Science in Business
Administration, May 2010
Cum Laude with Distinction
August 2008
to May 2010
College of the Sequoias
Visalia, CA
Cumulative GPA: 3.93
Associates of Arts in Liberal Studies,
May 2008
Graduated with Honors
June 2007
to May 2008
Slide 15
Preface
Work
Experience
Education
Licenses
Licenses
Life Agent (Life, Accident and Health Insurance)
Series 7 (General Securities Representative)
Variable Contracts
Series 63 (Uniform Securities Agent)
Languages
Awards
Slide 16
Preface
Work
Experience
Education
Languages
English
Three college semesters of Spanish
Licenses
Languages
Awards
Slide 17
Preface
Work
Experience
Education
Licenses
Languages
Awards
Teller of the month for Union Bank of California (September 2004)
Silver level teller in quarterly sales goals for Wells Fargo Bank
Multiple 100% achievements on bank branch secret shops
Reached 135% of goal for Tri Counties Bank
Achieved my goal of 10 applications in 90 days with Thrivent Financial
Achieved my goal of 24 applications in 180 days with Thrivent Financial
Awards
Slide 18
INTERACTIVE POWERPOINT RESUME
Drake
INTERACTIVE POWERPOINT RESUME
Career Objective:
To become a Relationship Banker
Drake Dixon
500 N Metro Blvd Apt 1269,
Chandler, AZ 85226
Phone: 559-824-3123
Email: [email protected]
Slide 2
Preface
Work
Experience
Education
Licenses
Languages
Awards
Preface
Dear Hiring and Recruiting,
Working in the Financial Services industry has been my personal career goal for
many years. This goal motivated me to graduate Cum Laude from CSU Monterey
Bay. My interest in the industry began while working for Wells Fargo Bank where I
had an opportunity to shadow our branch’s Financial Advisor. Having the
opportunity to observe what his position entailed and watching how much value
he was able to bring to each client he had, I realized that I had found the career
path that was best suited for me.
More…
Slide 3
Preface
Work
Experience
Education
Licenses
Languages
Awards
Preface (cont’d)
Recently, I held a position at Thrivent Financial for Lutherans as a Financial
Representative. A family friend, who works for Thrivent, heard that I was
interested in Financial Advising and had encouraged me to apply for a position. A
few months later, I was hired with the company and due to discipline and hours of
studying, I passed the exams. Throughout my college years I was working at the
Holiday Inn Express (HIE) learning skills necessary to becoming an asset to
Thrivent’s team. I began as a Guest Service Representative; however, my
supervisors noticed my ability to lead our team and as a result, I was promoted to
Director of Sales. With this promotion came more responsibility. As Director of
Sales, I have provided numerous groups with accommodations, exceeded my
prospective and outside sales calls goals, and implemented a new, profitable
promotion known as the Diver’s Discount.
More…
Slide 4
Preface
Work
Experience
Education
Licenses
Languages
Preface (cont’d)
To work efficiently and as a part of a team, I believe that one must possess
excellent listening and interpersonal communication skills. Working as a Financial
Representative and as the Director of Sales, I am and have been communicating
with new and existing clients daily and not just hearing what they say, but actually
listening to what they mean. For many prospective clients and groups, I was the
first person they came in contact with and would base their opinion of our
company on our phone conversations alone. These skills have led me to become
successful as a team member, Advisor, and as a person. I would like to thank you
for your time and am excited about the opportunity of possibly working as a part
of Vanguard’s team of Retirement Plan Service Advisors. Enclosed is my personal
resume that further shows my hard work and dedication. If you have any
additional questions or would like to further discuss my candidacy, please feel free
to reach me at (559) 824-3123 or by email at [email protected].
Awards
Slide 5
Preface
Work
Experience
Education
Licenses
Languages
Awards
Work Experience
September 2012 to May 2013
Investment Specialist
Merrill Edge, Chandler, AZ
Established and maintained new accounts
Provided excellent customer service in a professional manner in a call center atmosphere
Executed trades for customers requested via walk-in and over the phone
Provided stock quotes and news to customers
Followed up on pending ACATS transfers
Assisted internet customers when the internet is down and answered any technical questions
Educated customers as to the workings of the market
Worked with margin accounts, gave buying power, and balances
Kept up with reorg items, margin delinquencies, & worked the short option report
Followed up on leads from potential customers
More…
Slide 6
Preface
Work
Experience
Education
Licenses
Languages
Awards
Work Experience (cont’d)
November 2011 to August 2012
Stockbroker
Scottrade, Inc. Fresno, CA
Established and maintained new accounts
Provided excellent customer service in a professional manner for all aspects of account maintenance:
account activity, & pulled history when necessary
Executed trades for customers requested via walk-in and over the phone
Provided stock quotes and news to customers
Accepted customer checks and stock certificates
Followed up on pending ACATS transfers
Assisted internet customers when the internet is down and answered any technical questions
Educated customers as to the workings of the market
Worked with margin accounts, gave buying power, and balances
Kept up with reorg items, margin delinquencies, & worked the short option report
More…
Followed up on leads from potential customers
Slide 7
Preface
Work
Experience
Education
Licenses
Languages
Awards
Work Experience (cont’d)
November 2010 to August 2011
Financial Associate
Thrivent Financial for Lutherans, Rancho Cordova, CA
Helped clients plan financially in the event of death, LTC needs, or loss of income due to disability
Assisted in achieving clients’ financial and retirement goals
Provided strategies to help pass on a legacy
Developed and recommend financial strategies
Built and maintain relationships
More…
Slide 8
Preface
Work
Experience
Education
Licenses
Languages
Awards
Work Experience (cont’d)
September 2008 to August 2010
Director of Sales
Holiday Inn Express, Seaside, CA
Managed group sales
Worked with the sales agent’s cold calling and prospecting
Implemented innovative promotions
More…
Slide 9
Preface
Work
Experience
Education
Licenses
Languages
Awards
Work Experience (cont’d)
March 2007 to August 2008
Office Assistant
Dr. Dixon’s Office, Reedley, CA
Answered phones
Filed incoming contacts and glasses
Found and submitted insurance claims
More…
Slide 10
Preface
Work
Experience
Education
Licenses
Languages
Awards
Work Experience (cont’d)
June 2006 to January 2007
Lead Customer Service Representative
Tri Counties Bank, Chico, CA
Handled high volumes of cash
Signed for the bank
Approved other tellers’ transactions
Balanced drawer on a daily basis
Maintained monthly sales goals
More…
Slide 11
Preface
Work
Experience
Education
Licenses
Languages
Awards
Work Experience (cont’d)
February 2005 to September 2005
Customer Service and Sales Representative
Wells Fargo Bank, Paso Robles, CA
Handled a high volume of cash
Balanced drawer on a daily basis
Maintained monthly sales goals
More…
Slide 12
Preface
Work
Experience
Education
Licenses
Languages
Awards
Work Experience (cont’d)
April 2004 to December 2004
Customer Service Representative
Union Bank of California, San Luis Obispo, CA
Handled high volumes of cash
More…
Slide 13
Preface
Work
Experience
Education
Licenses
Languages
Awards
Work Experience (cont’d)
September 1999 to January 2001
Paper Distributor
The Selma Enterprise, Selma, CA
Inserted, rolled, bagged, and delivered approximately 720 papers per workday
More…
Slide 14
Preface
Work
Experience
Education
Licenses
Languages
Awards
Education
Name of School
Achievement
Year
California State University
Monterey Bay Seaside, CA
Cumulative Business GPA: 3.90
Cumulative University GPA: 3.74
Bachelors of Science in Business
Administration, May 2010
Cum Laude with Distinction
August 2008
to May 2010
College of the Sequoias
Visalia, CA
Cumulative GPA: 3.93
Associates of Arts in Liberal Studies,
May 2008
Graduated with Honors
June 2007
to May 2008
Slide 15
Preface
Work
Experience
Education
Licenses
Licenses
Life Agent (Life, Accident and Health Insurance)
Series 7 (General Securities Representative)
Variable Contracts
Series 63 (Uniform Securities Agent)
Languages
Awards
Slide 16
Preface
Work
Experience
Education
Languages
English
Three college semesters of Spanish
Licenses
Languages
Awards
Slide 17
Preface
Work
Experience
Education
Licenses
Languages
Awards
Teller of the month for Union Bank of California (September 2004)
Silver level teller in quarterly sales goals for Wells Fargo Bank
Multiple 100% achievements on bank branch secret shops
Reached 135% of goal for Tri Counties Bank
Achieved my goal of 10 applications in 90 days with Thrivent Financial
Achieved my goal of 24 applications in 180 days with Thrivent Financial
Awards
Slide 18
INTERACTIVE POWERPOINT RESUME
Drake