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years of experience
Sold over $1 million dollars in investment products within first six months of being licensed ranking me top 3 in the branch for the year 2011.
- Exceeded sales quota by 100% through acquisition of new accounts on a monthly basis.
- Acquired an average of […] of new money for the bank through outbound sales calls and appointment setting.
- Effectively managed relationships of customers totaling more than $75,000 in assets assuring an excellent customer experience through constant outbound phone communication.
- Recognized for outstanding customer service throughout the Manhattan market for the months of August and September 2011.
- Finished number 2 out of 15 bankers in total production for year 2011 in the branch.
0-5 years of experience
Within six months with Citizens I was able to work my way up to a Financial Advisor role in which I was able to build a two million dollar pipeline in two months. In 2014 as a financial advisor I have built client relationships that earned PNC Investments / PNC Wealth Management six million dollars in assets in a six month period. I have also grown my managed book of business by almost one million dollars in that same amount of time generating a revenue trail for the company and myself.
- Secured strong, lasting relationships with new and existing clients through continuous follow up and service
- Conducted relationship reviews to learn about the client's current and future financial goals / needs then provide customized strategies to help achieve them
- Created activities, (networking, calling strategies, client events) for generating opportunities to offer services to create revenue
- Leveraged relationships with business partners to better fit the client's growing needs and form cross-sell opportunities for the organization • Provided exceptional client service while assisting them with all of their financial and investment needs
- Conducted team meetings on all facets of business from policy and procedure, sales, as well as customer service
- Worked effectively with team members, peers, and managers to identify and develop new opportunities for assets / revenue
6-10 years of experience
Top-performer with proven success of consistently meeting and exceeding retail and investment sales goals, operational expectations, and customer expectations.
- Exceeded monthly and quarterly checking, savings, and lending goals for consumer and small business.
- Strong focus on outbound sales with 30% of accounts self-sourced.
- Increased revenue by $15K with sales of annuities and life insurance as a licensed banker.
- Attained #24 out of 943 in the company in overall sales rankings.
- Achieved 100% on Branch Annual Review by conducting self-audits and coaching associates to develop attention to detail and strive for operational excellence.
- Improved mystery shop scores by 5% in 2011 by creating and implementing a coaching plan, leading by example, and assisting in the development of action plans for each associate.
0-5 years of experience
Ranked 1st in the district & 2nd in region among 96 Sr. Licensed Banker IIs; Achieved 310% of sales goal upon 5 performance metrics.
- Managed a portfolio of business & personal accounts by profiling, actively cross-selling, outbound calling, appointments & partner referrals with special emphasis on lending & financial counseling.
- Held onsite appointments with other companies to explain the benefits the Wells Fargo@Work Program while gaining new clientele.
- Developed & maintained relationships with existing & new customers by delivering excellent product knowledge, financial advice.
6-10 years of experience
Responsible for talent management. This includes developing teammates professionally through coaching and support. Setting clear expectations with follow up and accountability.
- Conduct outside sales to bring in new business banking relationships, while also maintaining and expanding existing personal and business client base.
- Managed two of the Savannah's largest offices and increased sales production and overall performance in both. (Mall Blvd and Chatham Pkwy).
- Proven track record of consistent performance in sales and service by regularly meeting and exceeding branch sales goals.
- Top 3 is sales production for all license bankers in Savannah area since 2010. Currently ranked #2.
- Currently producing 30%+ of all home secured lending production for Q3 2012 in Savannah area which consists of 14 branches.
0-5 years of experience
- Consistently exceeded sales goals; ranked top 3% in the US: Citistars award in 2006 and 2007, Citibank NA's
- Ranked #1 banker in Austin/San Antonio area for 3 consecutive years; top 3 in Upper East Side Manhattan area
- Developed and managed high net-worth client relationships through problem solving, working under tight
- Established credibility and strong client rapport by effectively assessing client needs in all areas of personal
0-5 years of experience
Trained Wachovia peers and management team on internal systems and implementation plans
- Acquired $5 million monthly in sold and referred investment assets from retail banking clients
- Cross-sold products and services at Bee Cave branch leading to $24 million in deposit growth in 1st year open
- Advised corporate clients and high net-worth individuals to help increase deposit growth 18-30% annually
0-5 years of experience
Ranked as a top performer in the Central Valley Region and won National Achiever Award in 2011 and 2012
- Generated a pipeline of more than […] in net revenue in 31 months by deepening relations with affluent clientele and implementing effective networking.
- Developed growth plans by identifying key clients, key targets and priority service lines.
- Conducted presentations to U.S. Military branches regarding Chase special military accounts
0-5 years of experience
- Promoted to co-lead the Savannah market in the SunTrust at Work Program in the first six months
- Achieved the status of On-The-Job trainer for new hires
- Acquired over $980,000 in principle annuity sales in one year, earning the #2 sales position in the Savannah market and the #10 position in the State of Georgia
- Exceeded sales goals by over 200%
- Established and maintained relationships with new and existing clients, determining their needs and advising them on the suitability of services and products
- Educated and sold clients products including life insurance, fixed annuities, loans and lines of credit, and deposit accounts
0-5 years of experience
A leading global financial services firm operating in more than sixty (60) countries with assets totaling $2 trillion.
- Acquired, retained, and expanded new and existing customer relationships.
- Identified new business opportunities, referred customers to appropriate staff for new services, and successfully grew customer base through cross-selling products and services to existing clients.
- Maximized client retention and develop qualified referral business.
- Processed DDA lines of credit; discussed and accepted credit applications and compiled and verified application information.
- Opened, maintained, and performed account maintenance of all account types; assisted customers in their selection of various accounts and financial services and processed all new account transactions
- Worked in tandem with Financial Advisors; recommended appropriate investment options.
- Performed a wide variety of administrative duties and intermediate support related to branch operational activities and financial services.
- Provided leadership, training, and support to New Account Representatives and other branch staff.
- Established and maintained strong working relationships with all departmental staff; repeatedly selected to take on more responsibility.
- Proven track record in outstanding communication, customer service, ethics, compliance, leadership and personal performance.
0-5 years of experience
- Managed clients’ account portfolios effectively and consistently exceeded banker goals by 110%
- Ranked #1 in the branch and #2 in Pasadena district for multiple and consecutive quarters for overall performance
- 100% customer satisfaction for 3 quarters consecutively and consistently maintained score of 90%
- Established rapport and credibility with clients in person and over the phone by understanding their needs and offering effective solutions for their business and personal financial objectives
- Successfully partnered with FA and Mortgage team to acquire 1 million+ in investments and loans for 3 million+
- Awarded to Presidents Club for 2 consecutive quarters
0-5 years of experience
Sell bank products such as packaged investments, IRA's, money markets, loans, credit cards, mortgages, DDA's and savings accounts.
- Partnered with Financial Advisor to set appointments and find products suitable for clients
- Assisted Business Banker and ADP to set up referrals to cross sell business products
- Aided Branch Manager with customer service and Branch Action Plan
- Managed all business accounts, loans, & convenience products
- Served as Notary & handled medallion signature guarantees
10+ years of experience
Established business development and marketing efforts, which expanded the customer base and introduced products into specialty markets.
- Cultivated positive and enduring relationships with customers.
- Created a loyal customer base by using a consultative sales approach.
- Acted as liaison between buyers, sellers, bankers, underwriters, title companies, and attorneys to ensure positive experiences for all involved parties.
- Worked closely with clients to get the appropriate loans, inspections, and credit reports.
- Organized, built relationships and educated customers resulting in customer satisfaction, retention, and increased sales.
0-5 years of experience
Marketed and sold range of banking, loan, and investment products in bank's 2nd largest branch.
- Cultivated relationships with bank's new and existing clients, fostering sense of trust while engaging them in discussing financial goals. Identified opportunity and recommended appropriate products and services.
- Supported financial professionals in serving the needs of the bank's highest net-worth clients.
- Exceeded quarterly goals, attracting $500,000 in new assets in one quarter alone.
0-5 years of experience
Balance customer and client accounts by checking monthly debits and credits
- Partnered with Loan Officer for more than $3.5 million in mortgage opportunities
- Coordinated […] in loan opportunities through auto and home equity departments
- Earned Top 5 Banker in district for 3 of last 4 months
- Built relationship with seminary school
0-5 years of experience
- Conducted market research on investment products, competitive landscape and industry trends.
- Developed and cultivated profitable client relationships that included the servicing of an $88 million book of business, and contributed to a 10% YOY increase in branch production.
- Monitored client portfolios and conducted financial statement analysis and reporting.
- Closely collaborated and forged strong business relationships with clients, senior managers, wholesalers, operations and compliance.
6-10 years of experience
- Maintained a portfolio of high value clients with over 250K in assets.
- Recognized for being one of the top asset producers in 2008.
- Effectively recommended consumer and small business products and services through retail banking clients.
- Worked closely with internal business partners to expand client relationships.
- Assisted in the training of new bankers and tellers.
- Pre-underwriting of home equity and small business lines of credit.
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