Quinten Lyndell Bickford
Atlanta
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Associate Financial Advisor/Senior Registered Client Service Associate
Aldridge Private Wealth Management Group
06.2023 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
Senior Branch Premier Banker
Wells Fargo & Company
09.2021 - Current
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Managed portfolio of 309 high net worth (HNW) clients with $69MM in total assets.
Personal Banker
Wells Fargo Bank
12.2018 - 09.2021
- Process loan applications
- Execute wire transfers of funds
- Refer customers to appropriate bank personnel to meet their financial needs
- Had broad financial conversations to help meet customer needs
- Provide exceptional customer experience to help ensure brand continuity
- Resolve problems or discrepancies concerning customers' accounts.
Financial Relationship Specialist
Regions Bank
01.2018 - 12.2018
- Contact prospective customers to present information and explain available services
- Determine customers' financial service needs and prepare proposals to sell services that address these needs
- Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips
- Order a supply of cash to meet daily needs.
Vault Teller
05.2017 - 12.2017
- Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds
- Prepare and verify cashier's checks
- Order a supply of cash to meet daily needs
- Receive and count daily inventories of cash, drafts, and travelers' checks
- Carry out special services for customers, such as ordering bank cards and checks.
Teller II
United Community Bank
02.2016 - 05.2017
- Inform customers about foreign currency regulations, and compute transaction fees for currency exchanges
- Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due
- Identify transaction mistakes when debits and credits do not balance
- Process transactions such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.
Education
Some College (No Degree) - Business Administration
JOHNSON & WALES UNIVERSITY
Charlotte, NCHigh School Diploma -
West Henderson High School
Hendersonville, NC06.2015
Skills
- Personable and affable
- Savvy relationship builder
- Banking Professional
- Verbal and Written Communication
Certification
- Series 7 license
- Series 66 license
- Life insurance
- Microsoft office certified
Timeline
Associate Financial Advisor/Senior Registered Client Service Associate
Aldridge Private Wealth Management Group
06.2023 - Current
Senior Branch Premier Banker
Wells Fargo & Company
09.2021 - Current
Personal Banker
Wells Fargo Bank
12.2018 - 09.2021
Financial Relationship Specialist
Regions Bank
01.2018 - 12.2018
Vault Teller
05.2017 - 12.2017
Teller II
United Community Bank
02.2016 - 05.2017
Some College (No Degree) - Business Administration
JOHNSON & WALES UNIVERSITY
High School Diploma -
West Henderson High School
- Series 7 license
- Series 66 license
- Life insurance
- Microsoft office certified
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