Congratulations on making the decision to get out of chase. And my condolences are with you since the pain of being a PB at chase scars you for life. That being said here are a few suggestions to your question:
-Sold investment products and complete financial services and managed clientsâ€™ investment and financial portfolios.
-Advised senior business staff on financial opportunities and managed current financial products.
-Generated new business clients through research and telephone prospecting. Sold and managed small business investment and banking products.
-Consulted with Fortune 500 companies to provide on-site financial sales and services to employees.