Joshua Colvin

Experience

• 

  TD Ameritrade

  Jan 2014 - Aug 2014

  Customer Service Specialist

  Responsible for handling office traffic which included directing clients for appointments, answering general account questions, depositing and requesting checks, as well as resolving client issues whether in office or by phone. General office duties included opening and closing the building, ordering all supplies including break-room, cleaning, office, and marketing material, as well as providing assistance in various in office projects.

• 

  TD

  Dec 2014 - Jan 2018

  Financial Services Representative

  As a Financial Services Representative, I act as an Insurance licensed employee, providing customers with additional products & services and acting as wealth referral champion within the Store. I am also required to maintain active registration with State Life & Health Insurance licensing. In addition, I act in a dual role as FSR and Customer Service Representative, which includes account servicing, trouble shooting bank issues, attending out of office events and internally balancing the ATM system. I am the primary contact and resource for large/complex credit needs within the store, consistently providing exemplary customer service through selling and cross-selling a wide range of banking products, investment and insurance products and services to new and existing customers. I also keep an active status with the Nationwide Mortgage Licensing System and Registry (NMLS). Show less

• 

  BP Skinner Clothiers

  Jan 2018 - now

  Menswear Specialist