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David J. Seiler, LUTCF, FICF, FIC
909 Arch Avenue
Pittsburgh, PA 15234
412-359-9133 davidseiler909@gmail.com
OBJECTIVE
Obtain a permanent position where my strengths and experience will provide increased business opportunities.
WORK EXPERIENCE
LFSC, Financial Specialist, Financial Sales Consultant 7/2005 – 2/2017
PNC Investments/PNC Bank
 Assist customers with every day banking needs effectively and accurately including cross-sale opportunities
 Identify and refer customers to appropriate investment and business service partners
 Handle entire process of all types of loan applications
 Redeem savings bonds
 Process wire transfers
 Manage customer concerns/issues
 Routinely exceeds projected goals and consistently receive 5-star rating through customer surveys
Financial Associate 6/1994 – 7/2005
Thrivent Financial for Lutherans, Pittsburgh, PA 15234
A Fortune 500 Company that specializes in a wide-range of financial services.
 Represented company for the past 11 years and performed all of the responsibilities of a Financial Associate including but
not limited to the sale of Life; Disability; Long-Term-Care Insurance, Annuities, Mutual Funds
 Worked closely with Chapters and Chapter Coordinators
 Served on Agency Advisory Board
 Helped in training new Financial Associates
SIGNIFICANT ACCOMPLISHMENTS
 PNC Circle of Excellence 2011 and 2013
 PNC Market All-Stars 2013 and on Target for 2016
 PNC Achievement Award 2011
 PNC Investment Referral Leader 2015 and 2016
 Top Producer in Loan Volume
 Four-time Executive Conference Club Attendee
 Four-time Branch Builder Day Recipient
 First Full Year of Service – 84 New Members/1995
 87 New Members/1996
 Agency Builder – 1995/1996/1999/2000
 Regional Leader in Certificates Issued in 2003
LICENSING/DESIGNATIONS
 Life & Health License
 LUTCF
 FICF
 FIC
COMPETENCIES/SKILLS
 Excellent Organizational Skills
 Exceptional Work Ethic
 Superior Communication Skills
 Successful Relationship Building
 In-depth Product Knowledge
 Eco-system Partnerships
 Extensive Life Experiences
 Leadership/Coaching Experience
 Ability to Engage in a Meaningful Conversation with
Customers
 Able to Manage an Independent Schedule
 Prepared to Adapt to Proprietary Software Programs

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Dave resume

  • 1. David J. Seiler, LUTCF, FICF, FIC 909 Arch Avenue Pittsburgh, PA 15234 412-359-9133 davidseiler909@gmail.com OBJECTIVE Obtain a permanent position where my strengths and experience will provide increased business opportunities. WORK EXPERIENCE LFSC, Financial Specialist, Financial Sales Consultant 7/2005 – 2/2017 PNC Investments/PNC Bank  Assist customers with every day banking needs effectively and accurately including cross-sale opportunities  Identify and refer customers to appropriate investment and business service partners  Handle entire process of all types of loan applications  Redeem savings bonds  Process wire transfers  Manage customer concerns/issues  Routinely exceeds projected goals and consistently receive 5-star rating through customer surveys Financial Associate 6/1994 – 7/2005 Thrivent Financial for Lutherans, Pittsburgh, PA 15234 A Fortune 500 Company that specializes in a wide-range of financial services.  Represented company for the past 11 years and performed all of the responsibilities of a Financial Associate including but not limited to the sale of Life; Disability; Long-Term-Care Insurance, Annuities, Mutual Funds  Worked closely with Chapters and Chapter Coordinators  Served on Agency Advisory Board  Helped in training new Financial Associates SIGNIFICANT ACCOMPLISHMENTS  PNC Circle of Excellence 2011 and 2013  PNC Market All-Stars 2013 and on Target for 2016  PNC Achievement Award 2011  PNC Investment Referral Leader 2015 and 2016  Top Producer in Loan Volume  Four-time Executive Conference Club Attendee  Four-time Branch Builder Day Recipient  First Full Year of Service – 84 New Members/1995  87 New Members/1996  Agency Builder – 1995/1996/1999/2000  Regional Leader in Certificates Issued in 2003 LICENSING/DESIGNATIONS  Life & Health License  LUTCF  FICF  FIC COMPETENCIES/SKILLS  Excellent Organizational Skills  Exceptional Work Ethic  Superior Communication Skills  Successful Relationship Building  In-depth Product Knowledge  Eco-system Partnerships  Extensive Life Experiences  Leadership/Coaching Experience  Ability to Engage in a Meaningful Conversation with Customers  Able to Manage an Independent Schedule  Prepared to Adapt to Proprietary Software Programs