Quentin Burslem has over 3 years of experience in financial services. He holds a Bachelor's Degree in Business Management from Wilmington University. His professional experience includes working as a Financial Advisor for Northwestern Mutual and holding several roles at Capital One such as Associate Assistant Sales Manager, Principle Coordinator, Senior Coordinator, and Coordinator. In these roles, he managed a team of 20 associates, answered customer calls, cross-sold banking products, and met sales targets. He is skilled in financial planning, client consultations, marketing, and managing employees.

1. QUENTIN M. BURSLEM
E-mail : Quentin.Burslem@gmail.com
Phone : 302.377.1479
Education
Wilmington University Graduate June 2015
Bachelor's Degree in Business Management
Professional Experience
Northwestern Mutual
Financial Advisor 07/2016-12/2016
 Provided clients with the expertise of Insurance, Asset Management, & Retirement Planning
 Created relationships while providing exceptional face to face client consultations
 Implemented holistic financial plans and explain recommendations
 Proactively reviewed and identified potential business opportunities for clients to engage in additional
products and services
Capital One 12/2013-02/2016
Associate - Assistant SalesManager 11/2015-02/2016
 Managed and Lead a team of 20 Associates
 Obtained enthusiasm of Associates to create a productive work environment
 Evaluated team KPI’s and actively implement changes for improvement
 Coached team members how to effectively maximize service level and sales
 Monitored the teams adherence to all scheduled work activities
 Kept team members up to date with all product changes and features
 Conducted 1 on 1's with team members to discuss career development and areas of improvement
Principle Coordinator - Management Team 06/2015-10/2015
 De-escalated transferred customers who request management
 Worked with multiple back-end teams to help resolve customer issues
 Saved customer experience
 Conducted wire transfers
 Used best judgment to make exceptions for customers in certain situations
 Created Credit Card Event to improve conversation/conversion numbers nation-wide
Senior Coordinator - Customer Service & Sales 01/2015-06/2015
 Answered incoming calls & marketed our banking products to new and existing clients (50-70 Calls/Day)
 Cross-Sold and Serviced Deposit and Liability Accounts (Mortgages, Auto Loans, Credit Cards)
 Card Servicing - Open Card Disputes and Issue Replacement Cards
Coordinator - Customer Service & Sales 12/2013-12/2014
 Answered incoming calls and market our banking products to new and existing clients (50-70 Calls/Day)
 Cross-Sold and Serviced Deposit Accounts (Checking, Savings, CD's)
 Focused on maintaining Net Promoter Score and Simplicity scores
 Delivered the Ideal Customer Experience
 Met sales targets set by the department each month
 Maintained Quality – Paying attention to detail (Properly quoting rates and expectations)
 Efficiently and effectively adhered to all scheduled work activities
 Kept up to date with all product changes and features
Athletics
 Captain of H.S. Football/Baseball Team – QB/OLB - C/CF (2008-2010)
Candidate Summary
 3 years of experience in the Financial Services Industry
 Wilmington University,Bachelor’s Degree in Business Management
 Professional Experience with Capital One
 Awarded “Promoter of the Year”
 Market financial products to new and existing customers
 Managed and Lead a Sales Team
 Knowledge ofDiversified Financial Products
 Experience working with MS Excel and PowerPoint