Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
Summary of Skills
Microsoft Office Excel, Outlook and Word, Sales Force
Accomplishments
United States Marine Corps Co-Chair African American League of Professionals BMO Harris Bank BMO Harris Bank Diversity Council BMO Harris Bank Service Excellence Council Streeterville Chamber Of Commerce S.O.A.R.(Streeterville Organization of Active Residents) Chicagoland Chamber Of Commerce Greater Pilsen Economic Development Association.
Professional Experience
08/2015 to Current
Assistant Vice President, Bank ManagerBMO Harris Bank N.A – City, STATE,
Building & expanding high net worth customer base both personal & commercial Work with various internal business partners in order to bring in new relationships Relationship building with local businesses to facilitate joint marketing ventures Plan and implement events and prepare proposals that facilitate meeting monthly goals Track daily sales and production trends Coaching and development of staff Responsible for monthly quarterly and yearly branch audits and insuring compliance to internal and federal regulations Maintain branch controls in order to minimize operational risk Review monthly, quarterly and yearly audits for compliance accuracy Develop marketing strategies for acquiring new business and expanding deposit base Staff reviews and merit pay advancement Home equity line of credit pipeline sales management Mortgage sales management Track and manage bank cash flow according to set internal requirements Investigate client /customer disputes to resolution Reviewing legal documents for accounts prior to final approval by legal department Small business lending officer credit qualified.
07/2015 to 08/2015
Branch Manager and OfficerBank Of America – City, STATE,
Business building & denovo expansion for traditional branches Relationship building with local businesses to facilitate joint marketing ventures Plan and implement events and prepare proposals that facilitate meeting monthly goals Track daily sales and production trends Responsible for monthly quarterly and yearly audits and insuring compliance of corporate & federal regulations Develop marketing strategies for recruiting new business and expanding deposit base Coaching and development of staff Staff reviews and merit pay advancement Home equity line of credit sales management Mortgage sales management Maintain branch controls in order to minimize risk Review monthly, quarterly and yearly audits for compliance accuracy Track and manage bank cash flow according to internal requirements Investigate client /customer disputes to resolution General ledger clearing and maintenance Reviewing legal documents for accounts prior to final approval by legal department Resume cont.
01/1 to 07/2015
Branch Manager and Officer, Licensed Investment AdvisorTCF National Bank/Investments & Securities – City, STATE,
Business building & Denovo expansion for new traditional branches Series 6 & 63 Securities License, Licensed Illinois Insurance Agent Health & Life Investment and retail sales presentation Maintain branch controls in order to minimize risk Coaching and development of staff Customer profiling and suitability as pertaining to investment sales Relationship building with local businesses to facilitate joint marketing ventures Plan and implement events and prepare proposals that facilitate meeting monthly goals Track daily sales and production trends Responsible for monthly, quarterly and yearly audits and insuring compliance of internal & federal regulations Develop marketing strategies for recruiting new business and expanding deposit base Staff reviews and merit pay advancement Draft monthly sales commitment letters for employees Investigate client /customer disputes to resolution General ledger clearing and maintenance Reviewing legal documents for accounts prior to final approval by legal department.
01/1 to 01/1
Accounting Tour & Travel Account LiaisonHilton Chicago & Towers – City, STATE,
Reviewed group contracts and established credit-based accounts for international clients Coordinated client payment schedules and resolved contractual disputes Reported monthly account updates to general manager and comptroller Advised front office on corporate compliance with policies and procedures Responsible for month end closing, aging and reconciliation of accounts Accounting department liaison to hotel front office and sales department Responsible for collections on all international hotel accounts Managed charge back reconciliation on credit card disputes Monitored and cleared general ledger balances Performed monthly interdepartmental audits Maintained accounting department records in accordance with corporate policy Applied GL payments, foreign and domestic wire transfers, checks.
Education
Expected in 9/12
: Accounting Robert Morris University - Chicago, Illinois GPA: Accounting
Expected in 6/98
B.A: Communications/Journalism Columbia College - Chicago, Illinois GPA: Communications/Journalism
Professional Affiliations
Skills
Accounting, cash flow, closing, Coaching, contracts, credit, client, clients, equity, front office, General ledger, general manager, GL, Insurance, legal, letters, marketing strategies, marketing, Excel, Microsoft Office, Outlook, Word, policies, proposals, recruiting, Relationship building, retail sales, Sales, sales management, Securities
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School Attended
Robert Morris University
Columbia College
Job Titles Held:
Assistant Vice President, Bank Manager
Branch Manager and Officer
Branch Manager and Officer, Licensed Investment Advisor
