Financial Specialist Career Research and Resources
FirstMerit Corporation
Branch Management Employee coaching and development Branch audits Mortgage Loan Applications Credit analysis Community Involvement
Avg. Salary: $70,000 · Company Rank: Not Available
Chase Bank
Meet with clients to uncover financial needs, provide wealth solutions, and create an outstanding customer experience
Avg. Salary: $70,000 · Company Rank: Not Available
Merrill Lynch
Currently prospecting, and selling financial services to small business owners and high net worth individuals.
Avg. Salary: $99,000 · Company Rank: Not Available
Malvern Federal Savings
Directed all lending areas
Avg. Salary: $135,000 · Company Rank: Not Available
Comcast Cable Corporation
Responsibilities include oversight and direction of analytical team comprised of analysts, senior analysts, and managers who source and synthesize internal and external data to inform others about business performance products including evaluation of variances to budget, forecast and prior year, identification of key drivers and bench marking analysis to identify “best-in-class” performance
Avg. Salary: $0 · Company Rank: Not Available
Ladenburg Thalmann
Avg. Salary: $127,500 · Company Rank: Not Available
TradeStation Group
• Created a Commission Rebate Campaign that led to 100 new partner referral relationships and a 12% increase in new account acquisition. • Attained 25% year-over-year sales growth for corporate sub-segment by realigning sales and new product offerings. • Created live event campaign utilizing social media groups on meetup.com to sponsor live events and acquire new clients through live educational events. • Developed new and ...
Avg. Salary: $98,000 · Company Rank: Not Available
TradeStation Group
• Dual reporting to the Vice President of Sales and President of TradeStation Securities, Inc. and Chief Executive Officer of TradeStation Europe Limited. • Managed a staff of 25 sales professionals and sales support. Responsible for net account and revenue growth and managing, recruiting, training the sales staff and support team. • Increased new account acquisition by 12% in 2009 and 8% in 2010 by developing a standard...
Avg. Salary: $98,000 · Company Rank: Not Available
TradeStation Group
• Transitioned inbound phone inquiries into sales opportunities and converted lead opportunities into new clients. • Responsible from monthly New Account Acquisition goals; consistently exceeding monthly goals. • Managed new clients through the onboarding process and profiled for cross sell opportunities. • Trained clients on platform best practices and acted as point of contact for all client issues. • Consistently dev...
Avg. Salary: $98,000 · Company Rank: Not Available
Chase Bank, NA
• Managed and developed an existing portfolio of $110 Million. • Specialized lending in apartment building facilities with 5+ units. • Trained banking center staff on cold calling, warm calls and working with referral sources. • Coached Banking Center Managers to increase overall production through the sales process. • Networked with local referral sources to gain leads for Business Bankers.
Avg. Salary: $98,000 · Company Rank: Not Available
