Bilingual Advisor Resume Sample
Frank Lueilwitz
754 Jaskolski Fort,
Houston,
TX
+1 (555) 326 9446
Work Experience
Bilingual Financial Systems Senior Advisor
05/2015
-
PRESENT
Philadelphia, PA
- Experience as a Financial Advisor
- Develop and maintain knowledge the company’s products, services, policies and operational procedures
- Running, Basketball, Global Football, Golf, Athletic Training, Women’s Training, Baseball and others
- Exposure on a regular basis to outdoor weather conditions
- Exposure to occasional noisy conditions and machinery operation
- Partner with our Latin America Finance end-users to understand and analyze complex business problems and define business needs for new and/or enhanced products, services or optimize/streamline business processes
- Support all user requests in all modules of PeopleSoft Finance with regard to navigation, table and data maintenance, query creation and data requests
- Understand overall business objectives and priorities that demand Financial System services. Liaise with external Customers which receive output from our financial systems
- Work closely with the Finance team to ensure that project roadmaps are focused on efforts that provide the highest business value
Bilingual HR Advisor
03/2008
-
02/2015
Phoenix, AZ
- Contributes to the achievement of the department’s overall client survey results focusing on the quality of the interaction to differentiate the client experience where it matters most to the client
- Ensures compliance to schedule and is accountable for contribution to department’s overall client availability
- Ensure the fair treatment of our clients is at the heart of everything we do, both personally and as an organization
- Continually reassess the operational risks associated with the role and inherent in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructures, and the impact of new technology
- Builds offshore business and deepens relationships through the execution of an effective sales process
- Assess customer needs including asset allocation, makes recommendations to meet all their financial needs
- Negotiates transactions ensuring Citigroup’s profitability standards
- Ensures current and prospective customers have a consistent, superior experience
Bilingual Student Loan Advisor to Start March th Omaha Site
05/2001
-
01/2008
Philadelphia, PA
- Elicit, capture, analyze and document business requirements
- Facilitate estimation of proposed solutions
- Drive the delivery of solutions from conceptual to implementation
- Provide information and advice on functionality, applicability, and usability of TranUnion’s Financial systems
- Collaborate with IT and Finance end-users to define and develop process, procedural documentation, instructions, manuals, etc
- Lead training sessions with financial teams to ensure the finance user’s become self-sufficient
- Assess customer goals by conducting financial opportunity sessions with new or existing banking clients. Leverage business knowledge to determine prudent and appropriate strategy to meet client’s needs by recommending financial solutions for Mass Affluent clients
Education
University of Mount Union
1997 - 2001
Bachelor's Degree in Health
Professional Skills
- Excellent communication skills to ensure clients’ needs are being actively heard and responded to
- Probing and Problem Sloving skills
- Experience using data and/or analytics to arrive outcomes
- Experience supporting both senior level executives and a dispersed hourly population is desired
- BA/BS or equivalent financial services experience required (4-7 years)
- Demonstrated ability to produce sales results, both acquisition and relationship growth, with targeted client
- Prioritize multiple customer issues
How to write Bilingual Advisor Resume
Bilingual Advisor role is responsible for insurance, research, payroll, security, integration, training, securities, credit, travel, health.
To write great resume for bilingual advisor job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Bilingual Advisor Resume
The section contact information is important in your bilingual advisor resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Bilingual Advisor Resume
The section work experience is an essential part of your bilingual advisor resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous bilingual advisor responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular bilingual advisor position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Bilingual Advisor resume experience can include:
- Analytical with strong problem solving
- Introduces customers to International Personal Banking (IPB) by demonstrating all distribution channels
- Perform other tasks related to resolving customer’s needs, by displaying ownership on escalated calls
- Paid training and licensing for all 50 states
- Knowledge about where the best talent is, and how to attract them, while understanding the existing talent
- Assist patient account inquiries by courteously supplying accurate and timely information, including bills
Education on a Bilingual Advisor Resume
Make sure to make education a priority on your bilingual advisor resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your bilingual advisor experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Bilingual Advisor Resume
When listing skills on your bilingual advisor resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical bilingual advisor skills:
- Excellent benefits package and matching 401(k) retirement plan beginning day one of employment
- Good Communication-written and verbal
- Old with a valid driver’s license
- An enthusiastic team player with a strong drive to create earth’s most engaged work environment
- Assisting customers to ownership of their product through coaching our customer on the benefits of making timely payments
- Willing to complete pre-employment drug screening and background check
List of Typical Experience For a Bilingual Advisor Resume
1
Experience For Bilingual HR Advisor Resume
- Accountability & Liability
- Currently enrolled in CIP
- Pay Rate: $17.00/hour
- 401(k) and Pension
List of Typical Skills For a Bilingual Advisor Resume
1
Skills For Bilingual HR Advisor Resume
- Rewarding shift differentials for qualifying shifts
- Energy and passion about human resources and advancing talent
- Support ad hoc projects being handled on the team
- Review accounts for duplicate or charge errors, forwarding to audit if necessary
- Trouble shooting & Analysis
- Bilingual Mandarin Speaking Required
- Completed 90 day IA training course
2
Skills For Bilingual Advisor Services Representative Resume
- Licensed with the MFDA as a Dealing Representative
- Licenced with IIROC as a Dealing Representative
- Committed to work towards the successful completion of the CIFP Diploma in Financial Planning –Bank funded (or Bank recognized equivalent),
- Commitment to the completion of Continuing Education courses and activities
- Satisfactory MVR (driving record)
- Engage in and complete all internal training requirements for your role
- Contact customers over the phone or in person regarding the status of their lease agreement
- Paid time off including vacation days, sick days and holidays
3
Skills For Bilingual Mylife Advisor Resume
- Negotiates transactions ensuring Citi’s profitability standards
- Ensure Compliance with securities and banking regulations in the U.S. as well as Citi's policies
- Bilingual Portuguese / English
- Experience using PeopleSoft Financials 9.1 / 9.2, Application Designer, PeopleCode, Component Interface, Application Engine, SQR’s, Integration Broker, and Security
- Fluent English and German or Dutch is essential
- A highly competitive compensation package with average first year income between $55K - $70K – through a combination of base salary, uncapped commission, and monthly sales incentives
- Rigorously assess talent with a combination of objectivity and a hint of intuition
- Proactively establishing, developing and maintaining strong client relationships by getting an understanding of a client’s financial situation, Investment goals/objectives and risk tolerance
- Working within the context/direction set by the ‘payments council’ and in collaboration with the Institute For Learning (IFL), build a comprehensive three year accreditation/training plan applicable to all North American Commercial payments sales and service roles across all segments
4
Skills For Bilingual Customer Account Advisor Resume
- Ensure outcomes of each lead is documented
- Able to use Excel
- Proactively establish, develop and maintain strong client relationships through regular contact and by providing timely, value-added information, advice and recommendations
- Engage with several new referral based and existing clients every day to understand their long term financial goals and objectives and their short term financial needs, present customized financial recommendations, offer advice and complete sales
- Monitor your overall portfolio, reviewing progress against planned activities and targets and maintain overall responsibility for portfolio management including credit management
- Reconcile accounts according to insurance contracts
- Talk with Parallon client customers by phone or in person to obtain information needed to complete tasks
- Confer with other staff members to obtain additional information and clarification needed to resolve customer concerns
5
Skills For Bilingual Financial Systems Senior Advisor Resume
- Review accounts for appeal requests and forward appropriately
- Correct or add insurance information to bill account
- Encourage payment from patient through credit card, check or payment arrangement
- Answer all inquiries from customers promptly (generally the same day received) whether the inquiries are via telephone or mail
- Follow all guidelines and policies for PAS employees, both general policies and those specific to customer service activities
6
Skills For Bilingual Financial Advisor Resume
- Maintain a courteous and professional attitude with customers and coworkers
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Licenced with IIROC as a Registered Representative
- CFP designation considered an asset
- Canadian Securities Course (CSC) or Investment Funds in Canada (IFC) course
- Canadian Securities Course (CSC) and CPH
- Bilingual [French] an asset
- Lift up to 50 lbs. without help and up to 300 lbs. with the assistance of a dolly
7
Skills For IPB Bilingual Financial Advisor Resume
- Bilingual - English and Russian
- Bilingual - English and Arabic and French
- Bilingual - English and Portuguese
- Proactively demonstrate lobby leadership in the customer lounge, help & advice area and in self serve areas of the branch with the goal to deliver a legendary customer experience and create a positive “First Impression’” by greeting and engaging them in a range of sales, service and informational conversations
- Up to 20 Days of Paid Time Off
- Up to 20 Hours of Volunteer Time Off
- Employee Business Resource Groups
- Perform merchandise returns when requested
- A dynamic career-path with internal promotional opportunities
8
Skills For Bilingual Nurse Health Advisor Resume
- A world class progressive development program
- Complies with IPB US / CIFS and regulatory policies and procedures to ensure the safety and security of banks and customer assets
- Ensure that all trades are in compliance with the appropriate suitability requirements
- Utilize a consultative sales approach to sell insurance policies to prospective policy holders by providing rate quotes and coverage information that helps them live safer, more secure lives
- Serves as primary point relationship owner for assigned Comprehensive Benefits employee/managers, including Benefits Administration and Annual Enrollment
- Partners with the Payroll Processing Rep to communicate employee/manager updates and resolve issues or questions
9
Skills For Customer Service Advisor Bilingual & Non Bilingual Resume
- Counsel prospects and policyholders on coverage, limits, and regulations
- Representatives serve as the primary point of contact for our members when calling in to the Thrivent Financial Guidance Team, responsible for converting serviced-based needs into financial guidance conversations
- Proficient bi-lingual Spanish/English skills, both written and verbal (Required)
- Securities and Insurance licensed in 48 states
- Knowledge and broad perspective of the financial services industry desired
- Coordinates and manages Benefits Administration and Annual Enrollment tasks, including coordination with back-office and off-shore teams to supplement execution of tasks/activities. To include QLE and manual updates
10
Skills For Bilingual Telesales Advisor Resume
- Works in conjunction with various team members to resolves errors, issues timely and accurately as it relates to carrier connections, payroll and manual carrier updates. Escalates failures appropriately and escalates programmatic issues to partner team members as appropriate
- Use on-line tools and other resources to research and respond to Employee/manager inquiries requiring guidance on how to address a wide variety of payroll, pay practice and payroll tax questions and situations
- Executes banking, brokerage, credit transactions and non-traditional actions to service accounts
- Associate purchase discounts
- Incentive pay opportunities
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