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Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx
abc@xyz.com
Date
Hiring Agent Name
Title
Company Name
Address
City/State/Zip Code
Dear__________________:
I am currently seeking a challenging career opportunity in a (INSERT TITLE OF TARGET POSITION) capacity and am submitting my resume for your review. In advance, thank you for your time and consideration.
As demonstrated in the accompanying resume, my qualifications include 3 years of professional experience providing highly effective consulting services to financial clientele. I have applied my strong knowledge of banking toward creating effective financial plans to assist clients in meeting financial objectives. To complement this background, I possess a Bachelor Degree in Economics and Finance.
As an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance. I am confident that I could be a valuable asset to your organization and look forward to interviewing with you in the near future.
Sincerely,
Yyyyyy x. yyyyyy
Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx
abc@xyz.com
Results-driven professional eager to contribute existing skills to a rewarding role as a
Banker or Financial Advisor.
Summary
Proven track record of creating strategic plans to assist clientele in meeting and exceeding financial objectives.
Dynamic interpersonal communication skills, key to rapidly establishing rapport and cultivating positive relationships with clients.
In-depth knowledge of retirement planning, education funding and investing obtained throughout extensive hands-on experience.
Demonstrated ability to perform independently and as a team contributor.
Skills
Financial Consulting Attention to Detail |
Relationship Management Analytical Problem-Solving |
Interpersonal Communication Banking Knowledge
|
Professional Synopsis
Wells Fargo, Naples, FL 2017-Present
Personal Banker
Leverage strong interpersonal skills and banking knowledge to strategically identify client needs and develop individualized solutions to ensure fulfillment.
Cultivate and maintain positive relationships with personal clients and small business accounts; rapidly establish rapport and make knowledge-based recommendations for banking services.
Devise strategic plans to ensure achievement of team goals.
Use excellent communication abilities to explain banking services and negotiate terms.
Maintain strict adherence to federal regulations and company policies throughout all operations.
Northwestern Mutual, Akron, OH 2015-2016
Financial Representative
Fulfilled key role on a high-performance team dedicated to assisting clientele with meeting financial objectives.
Utilized top-notch interpersonal skills to successfully establish and maintain key client relationships.
Strengthened existing industry knowledge by attending multiple continuing education courses.
Devised strategic financial plans, created highly informative presentations and relayed pertinent information to appropriate parties.
Implemented various strategies, including networking and prospecting, to significantly grow existing client base.
Provided critical assistance with retirement planning, insurance / investment services, estate planning and education funding.
Education & Professional Development
Bachelor of Business Administration in Economics and Finance, Cleveland State University; 2014
Associate of Arts & Associate of Science, GPA: 3.46, Cuyahoga Community College
Notary Public, State of Florida
Licensed Life, Accident and Health Insurance Agent, State of Ohio
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