Michael Rowell
Financial Relationship Senior Consultant at Regions Bank
- Role
- Financial Relationship Senior Consultant at Regions Bank
- Location
- Sarasota, FL, US
- LinkedIn followers
- 500 followers
About Michael Rowell
A professional employee with a proven record of achieving and exceeding sales goals while…
Experience
Financial Relationship Senior Consultant
Jul 2019 — Present · Sarasota, FL, US
Efficiently utilized the Financial Goals Assessment to understand Client’s needs. Maximized sales opportunities by providing each client the best financial advice, guidance, and education. I help my clients grow their assets, and create a better tax strategy for themselves, and their beneficiaries through the use of my Tennessee life insurance license. Work closely with different business partners under the Regions umbrella to provide high impact recommendations to clients that are mutually beneficial to both clients and Regions. Adhere to current compliance regulations within the banking industry to protect both the clients and Regions. Overcome client objections by asking high impact questions to find the reason behind their objections. Resolve all client complaints in a professional manner while maintaining a balance between prioritizing client satisfaction with company policy. Analyzed client accounts, and transactions in order to identify and stop fraudulent transactions.
Education
Sarasota High School
Diploma
2006 — 2010
Florida Gulf Coast University
Business Management
2010 — 2014
Skills
- Retail
- Team Building
- Analytical Skills
- Retail Sales
- Marketing
- Lead Generation
- Merchandising
- Microsoft Word
- Compliance
- Time Management
- Teamwork
- Banking
- Powerpoint
- Microsoft Excel
- Account Management
- Microsoft Office
- Sales
- Leadership
- Customer Service
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