jessica claire resumesampleexamplecom 555 4321000 montgomery street san francisco ca 94105 professional summary lowertomid level financial professional successful relationship management skills ultrahigh net worth space performing due diligence maximizing revenue potential handling timesensitive complex transactions skills excellent attention detail expert customer relations excellent communication skills flexible team player cantonese financial modeling financial reporting analysis complex problem solving superior time management proficient microsoft office education baruch college new york usa 2016 postgraduate certificate finance investments university british columbia vancouver canada 2011 bachelor arts political science minor english certifications level ii candidate cfa program passed level cfa examination 2015 canadian securities institute canadian securities course conduct practices handbook personal financial services advice financial planning work history bankers trust private banking associate phoenix az 2013 082015 built strong relationships managed 180 households uhnw 3m asset requirement personal holding company accounts depository credit investments supported canadas toptier private banker retain acquire business generating 6b revenue minimized shareholder risk preventing fraud adhered aml requirements legal disclosures researched appropriate investment products client meetings completed client onboarding kyc updates due diligence processes adhere internal legal documentation requirements grew assets portfolio specialized products adi accounts dcds rfas agrilnvest accounts mutual funds money markets registered nonregistered plans maximized opportunities internal crm system achieving pipeline goals prevented revenue leakage management fee increases interest rate products improved client onboarding processes national office lifeworks inc account services representative bloomington mn 072012 2013 team built training new hires csr asr roles improving branch efficiency accuracy decreased branch client complaints produced effective solutions exceeded sales goals retail deposit credit investment business products suitable referring partners appropriate benefitmall inc customer service representative fort worth tx 072011 072012 developed efficient practices front line team new existing clients increased personal small business client relationships rbc transferring clients accounts institutions performed daily banking transactions sold deposit credit investment business products achieve sales goals affiliations pajama program reading underprivileged children ny hong kong association ny event planning fundraising