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financial consultant

  • Open bank accounts (e.g., checking and savings accounts, credit cards, loans, etc.). for current and new customers; oversee transactions and close accounts when necessary.
  • Assess the client’s overall financial situation by reviewing income, assets, debts, expenses, credit reports, or other financial information.
  • Recommend strategies for clients to meet their financial goals, such as borrowing money through loans or loan programs.
  • Examine, evaluate, or process loan applications, and coordinate the approval or rejection.  
  • Uncover the need for special services such as investment/ wealth management to make the adequate referral. 

financial consultant

  • Helping customers across UK who are in a financial difficulty and assist accordingly to help them clear their existing debt with the bank.
  • Marketing, to find and pursue potential investors for foreign exchange investment.
  • Consultation and services in foreign exchange trading.
  • Conducting market analysis and assist in intraday trading for clients.

financial consultant

  • Direct involvement in the sale process;
  • Accumulation of in-depth knowledge regarding stock market investments;
  • Analyze stock charts in order to interpret the behavior of financial assets;
  • Identifying customer needs, creating solutions for those needs and ensuring a smooth sales process.

financial consultant

  • Prospected and maintained a $1.5 million book of business from scratch
  • Organized and executed semi-annual client reviews to ensure customer satisfaction and inquire about new opportunites
  • Ranked 2nd in Northern California/Hawaii branch in 2019 for new RBG applications (achieved all available bonuses)
  • Successfully completed Branch Leadership Development School for top advisors in their developing years (1 of 2 first year advisors invited)
  • Collaborated with managers, peers, and new advisors to help organize meetings and improve overall success of the branch

financial consultant/stand in front office manager

  • Loan processing 
  • Collections process, 
  • Revived sales, Existing sales, Assist Daily Report, 
  • Complete NLR process as per company policy and follow SOP,
  • Assist branch manager With Final demands letters, to keep client approved, declined and pending applications,
  • Assist Branch Manager with hand-over process Filings.