Adam Sowa
Wheeling
Summary
Results-driven Financial Services Consultant experienced in financial analysis, client relationship management, and risk assessment. Achieved business growth through the development of new prospects and accounts while maintaining strong client partnerships and ensuring compliance with regulatory standards. Committed to fostering customer goodwill and loyalty by building key relationships and effectively addressing customer needs.
Overview
19
19
years of professional experience
1
1
Language
Work History
High Value and Business Banking Associate
BMO Bank N.A.
Chicago, IL
10.2025 - Current
- Assisted small business owners and Premier Clients with banking service needs.
- Provided technical support for online access to BMO online services.
- Referred customers for specialized banking needs to Senior Relationship Managers.
- BMO Grand Ovation Award winner in Q1-2026
- Helped new hires with onboarding and call shadowing
Everyday Banker
BMO Bank N.A.
Chicago, IL
07.2024 - 09.2025
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Educated customers on features and benefits of banking products and services.
- Strengthened customer relationships through attentive service and prompt resolution of inquiries.
- Received Top Table Performer Award Q1-25 and Q4-25
- Received BMO Grand Ovation Award Q1-25, Q2-25, and Q4-25
Office Administrator/Sales/Dispatch
Thornton Heating Service, Inc
Libertyville, Illinois, United States
12.2021 - 04.2024
- Create and maintain a database of potential customers and their contact information for sales and marketing purposes.
- Develop and maintain relationships with existing and potential customers to drive sales and promote customer satisfaction.
- Coordinate with field technicians to schedule and dispatch service calls to ensure efficient and timely service delivery.
- Coordinate with technicians to schedule service appointments and dispatch them to customer locations.
- Assist with preparing and sending invoices to customers for services rendered.
- Ensure accurate and timely invoicing for all service calls and customer appointments.
- Develop and implement strategies to improve overall customer satisfaction ratings.
Sales Associate
CarMax
Tempe, Arizona, United States
08.2020 - 12.2021
- Provided first class selling experience to new and existing CarMax customers at Tempe, AZ Customer Experience Center, through phone and internet based sales.
- Facilitated customer engagement in selling process using CarMax.com, Salesforce, and proprietary system to find financing options, and finalize vehicle purchases.
- Achieved sales targets through effective customer interactions and strategic follow-ups.
- Consistently in top 10% for client engagement and client satisfaction survey scores.
- Selected for Call Center Coaching role in preparation for Sales Manager position.
Investment Services Representative
USAA Investment Management
Phoenix, Arizona, United States
09.2019 - 06.2020
- Handled member inquiries regarding tax documents, cost basis, money movement, and trade execution for mutual funds.
- Guided members through complex inquiries on IRA distributions, IRA conversions, gifting of securities, and online platform navigation to enhance member understanding and satisfaction.
- Consistently scored 90% or higher on Member Satisfaction Surveys.
Investment Consultant
Bank of America Merrill Lynch
Chandler, Arizona, United States
12.2014 - 12.2018
- Served as first point of contact for customers interested in Self Directed Investment accounts, facilitating initial inquiries and providing information.
- Responsible for onboarding new clients to online investment platform, opening new trading accounts, and funding new accounts.
- Provided first point of contact for customers interested in opening Self Directed Investment account.
- High volume inbound and outbound call campaigns for new prospects and existing clients.
- One of eight investment consultants to help roll out new Merrill Edge Guided Investing Program.
- One of six investment consultants to help roll out new Online-Chat Client Conversion team.
Private Client Advisor, Vice President
JP Morgan Chase Bank
Phoenix, Arizona, United States
12.2009 - 04.2014
- Led team of financial advisors and Private Client Bankers to develop and execute tailored financial plans for clients.
- Addressed investment goals such as retirement cash flow, event cost planning, and higher education funding.
- Utilized Certified Financial Planning software and JPM Private Banking products to implement comprehensive investment strategies including mutual funds, equities, fixed income securities, insurance, and annuity solutions.
Financial Advisor Trainee
Morgan Stanley Smith Barney
Scottsdale, Arizona, United States
01.2008 - 12.2009
- Cultivated client relationships and prospected new clients through team-hosted seminars and networking events, enhancing outreach efforts.
- Assessed financial and wealth management needs of clients and prospects to tailor personalized solutions.
- Presented tailored investment portfolios, insurance solutions, and asset allocation strategies to align with client goals.
Education
Bachelor's of Arts - Finance
Bradley University
Peoria, Illinois, United StatesSkills
- Financial Planning
- Wealth Management
- Financial Analysis
- Customer Relationship Management (CRM)
- Sales Prospecting
- Training New Hires
- Customer Data Management
- Data Analysis
- Market Analysis
- Project/Program Management
- Database Administration
- Client Management
- Client Acquisition
- Client Networking
- Coaching
- Client Workshops
- Asset Management
LANGUAGES
English - Intermediate
Timeline
High Value and Business Banking Associate
BMO Bank N.A.
10.2025 - Current
Everyday Banker
BMO Bank N.A.
07.2024 - 09.2025
Office Administrator/Sales/Dispatch
Thornton Heating Service, Inc
12.2021 - 04.2024
Sales Associate
CarMax
08.2020 - 12.2021
Investment Services Representative
USAA Investment Management
09.2019 - 06.2020
Investment Consultant
Bank of America Merrill Lynch
12.2014 - 12.2018
Private Client Advisor, Vice President
JP Morgan Chase Bank
12.2009 - 04.2014
Financial Advisor Trainee
Morgan Stanley Smith Barney
01.2008 - 12.2009
Bachelor's of Arts - Finance
Bradley University