999 Main Street,
Any Town, NY 99999.
Mobile: (999) 999-9999
ABC Inc, Investment Banker, Any Town, NY (01/10-05/10)
- and reviewed client banking packages to ensure suitability and maximum profit.
- Cross sold bank accounts and additional banking conveniences to increase client retention.
- Increased branch investment revenue by 25% via effective client portfolio analysis and recommendation of investment accounts.
XYZ Corp, Investment Banker, Any Town, NY (07/06-08/09)
- Responsible for analyzing clients needs regarding investment and equity opportunities and recommending appropriate bank options to client.
- Expanded personal client base by cold calling, following up with new residential bank customers and reaching out to local business owners.
- Sell all bank products, such as real estate lending and deposit accounts to new and existing .
- Exceeded increasing sales quota numbers for all quarters.
- Work with branch and regional manager to determine sales forecast and analyzing results.
- Build lasting relationships with clients and increase their accounts and investments.
- Consistently one of the top regional sales performers.
BCD Inc, Investment Banker, Any Town, NY (03/04-03/06)
- Provide guidance and customized investment, deposit and credit solutions to individuals.
- Upheld an acquisition rate of 30 new relationships per month.
- Uncovered sales opportunities through efficient profiling and effective follow up.
- Accurately assessed the client’s need and recommended the appropriate banking product or service.
- Perform ongoing reviews and monitoring of all client relationships and ensure client satisfaction.
- Broaden existing relationships and produce new relationships via marketing, sales and relationship building.
of North Carolina, Chapel Hill
Degrees: BS in Economics (Emphasis in Finance) & BS in Development Studies (12/03)
Additional Skills and Interests
Technical: Proficient in Stata software for regression analysis advanced Excel skills, VBA, Capital IQ and Thomson ONE Banker.
Languages: Fluent in written and spoken Spanish.