Michael Pisto
Financial Services Representative
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About
Experienced Financial Services Associate skilled in Sales, Communication Skills, and Problem-Solving. Bachelors degree in Business Administration from Benedictine University as my goal is to obtain a Masters's Degree within the near future. Looking to also get licensed in Series exams such as SIE, Series 7, and Series 63.
Experience
WORK EXPERIENCE
E*TRADE Financial Account Activation Services Associate Chicago IL May 2022- Present
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- Processed client requests including wire transfers, internal asset transfers, disbursements, account updates, check deposits, etc.
- Assist customers on-site locations and various products and platforms that we offer.
- Receive inbound and outbound call to client regardingrestriction on accounts and communicate probable reason for them.
- Utilized strong multitasking and organizational skills to manage several projects and requests simultaneously.
Paramount Advertising and Lead Solutions, LLC, Des Plaines, Illinois Summer 2021
Sales Development Representative
● Answered inbound calls and assisted customers’ needs work with a CRM system with all client information and call lists.
● Received inbound and outbound calls regarding client wanting to sell or even trade in their vehicle.
Provide excellent customer service by identifying customer needs and determining the best solution for them.
New Balance, Oak Brook, IL October 2019-January 2020
Fit Specialist
● Assist customers attentively and courteously in making athletic product selections.
● Adhere closely to the store’s multi-step process for selling products to customers.
● Promote a positive experience to customers to help ensure they become loyal patrons.
Sam’s Club, Addison, IL December 2018-August 2019
Freezer Associate
● Aided customers with locating items in a prompt and friendly manner.
● Diligently stocked and organized products in the frozen food department.
● Ensured that work was completed in an efficient and safe way.
Education
EDUCATION
Benedictine University, Lisle, IL May 2020-May 2022
Bachelor of Business Administration in Finance
Vice President of Investment Club at Benedictine University
College of DuPage, Glen Ellyn, IL August 2018-May 2020
