999 Main Street
Any Town, NY
SUMMARY OF QUALIFICATIONS & ACCOMPLISHMENTS:
- Excel at finding new ways to generate leads and proactively work prospects all the way through closing.
- ability to work independently and interact effectively with clients and staff at all levels
- Tenacious sales achiever.
- History of consistently rising to new challenges.
ABC INC* Personal Banker * Any Town, NY Nov. 2009-Present
- I am responsible for assisting customers to gain a financial success by educating them about their account.
- Assisting with loans and lines of credit as well as other products offered by the banking institution while providing.
- Exceptional customer service.
XYZ CORP*Personal Banker *Any Town, NY Feb. 2007-Oct. 2009
- Efficiently analyzed complex customer financial data and offered effective financial .
- Served a client base of over 300 clients.
- Increased sales volume and cross-sell opportunities by partnering with investment consultants and home mortgage representatives.
- Improved branch sales by resourcefully coaching the teller team.
BCD Inc.* Banker *Any Town, NY Jan. 2003-Jan.2007
- Opening accounts.
- Performing account maintenance.
- Selling bank products.
- Achieving branch financial goals.
- Making banker baseline goal.
- Cross selling.
- that all employees do mandatory compliance training.
- M.B.A. University of North Carolina, Chapel Hill
- B.A. Ohio State University, Columbus
- A.A. University of Arizona
- MS Outlook, MS Word, MS PowerPoint, MS Excel, Sales Force, Clientele.