999 Main Street, Any Town, NY 99999
ABC Inc. Any Town, NY
October 2009 to present
- sound advice that influenced clients to utilize a full array of bank products.
- Met 100% of monthly sales goals.
- Planned and executed multiple client meetings every day.
XYZ Corp. Any Town, NY
November 2006 to October 2009
- Open new accounts, interviews and process mortgage loan and credit line applications.
- Worked closely with Merchant Services, Payroll, and Financial Advisors to ensure customers financial are met.
- Monitored daily and weekly relationship reports to ensure individual and Banking Center goals are achieved.
- Coaches tellers to effectively identify referral opportunities on new products, services and promotions.
- Maintained a successful sales track in the retail banking environment by providing outstanding customer service and exceptional knowledge of financial needs.
- Utilizes note taking tools for cross selling opportunities.
- Makes out bound calls to generate sales and to inquire customer’s needs and concerns.
BCD Inc. Any Town, NY
October 2005 to November 2006
- Organized daily activities to proactively target mass market.
- Assisted Relationship Manager with current and potential affluent customers to discuss their finances.
- Focused on acquisition of client’s total liquid and invest able assets.
- Worked with Financial Advisor selling investments and creating diversified portfolios.
- Assisted individuals with credit counseling to build or repair credit.
- deposit products and cds.
New York University
B.S. in Organizational Management
B.S. Biology, Minor-Business Candidate
References are available upon request.