Ruth Oneill - Agent Resume Simple
A highly motivated, detail oriented, organized, and conscientious individual with a strong work ethic and determination to complete tasks in a timely manner.
  • banking, filing, automotive, clients, insurance
  • mortgage loan, mortgage, net, strategy, banking, clients, solutions
  • 2017-12-252017-12-25


    University of the Southwest

    • Assisted clients with insurance, accounting, and customer service issues. Created and maintained a positive working relationship with the sales team.
    • Manage and maintain filing system for all company and personal files. Ensure that all documents are in accordance with the state and federal regulations.
    • Maintain a high level of customer service and ensure the highest level of customer service and innovation in the banking industry.
    • Work with automotive brokers to ensure that all sales are in agreement with company policy. Review and approve all new hire paperwork.
    • Maintain and update all files and records for the company. Prepare and process all paperwork for new hire packets.
    • Provide customer service to clients and prospects in order to meet their needs. Assist in the development of new business.
  • 2017-12-252017-12-25

    Financial Solutions Advisor

    Romulus Senior High School

    • Identify and execute investment solutions for high net worth clients, including private equity, mortgage, and retirement planning.
    • Utilize consultative sales approach to uncover and satisfy client needs and objectives, including banking, investment, and asset allocation.
    • Provide financial advice and guidance to the client in the areas of investing and investment services. Also, Act as a liaison between the bank and the investment advisor.
    • Develop and execute sales strategy to meet client needs and goals. Assist in the development of new business..
    • Responsible for the development of a new client base of over 100 prospects and their existing accounts. As a result of the acquisition of the firm, I was able to grow the book of business by developing a

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