 |
|
- Displayed an energetic entrepreneurial spirit and ability to clearly communicate and demonstrate cash management services and how they fit within an existing business process, generating sales growth in a highly competitive market place.
- Facilitated customers receiving a high level of customer service by offering solutions with excitement and knowledge about the products, company, industry, and genuine commitment to their needs.
- Exceeded quarterly goals by [50]%.
As a Treasury Manangement solution sales professional with this financial institution, responsibilities included prospecting, deepen existing relationships, promotion, demonstration and sale of over 30 cash management solution services to domestic and international business clients with annual sales revenue from $1 - $25 million. Strategically customize implementation plans for ease of moving large size companies from another financial institution.
Key Accomplishments
As a Retail Relationship Manager with this financial institution, responsibilities included cold calling, deepen existing consumer relationship, conduct needs analysis and recommend financial solutions.
Key Accomplishments
- Received an internal audit score of [100]%.
- Rewarded for delivering excellent customer service.
Bank of America is an industry leader in the financial industry and is the second largest bank holding company in the United States by assets.
As a Senior Credit Analyst, my responsibilities included identifying risk, recommend solutions to finacially stressed customers, decision credit, and manage credit exposure accordingly.Â
Key accomplishments
- Managed domestic and international clients with annual revenue from $2 - $250 million Direct, prospect, and coordinate Treasury Management sales activities Determine client Treasury Service needs by conducting financial statement, industry, and bank statement analysis and qualitative fundamental analysis to fully understand the nuances of the client's business Average sale $250,000 per month.
- Monthly sales goal $175,000 per month Rewarded every quarter for consistent production Ranked number 2 out of 67 Sales Officer 1st Quarter 2006 Exceeded goal by 41% at year end 2006 Total year end 2006 sales were $2,970,735.
- Identify and provide products that best fit our client's business needs Develop pricing proposals Improved Sales Officer's goal by more than 100% through direct sales call with clients Recognized and rewarded for leadership and teamwork by Client Managers and Assistant Client Managers Recognized for providing excellent service to clients and partners.
- Prepare, review, and approve business bank cards, business line renewals, and Automatic Clearing House Accounts.
- Determine approval of small business loans and credit cards.
- Research and identify fraudulent clients.
- Process various financial transactions for consumer and business clients.
- Conduct foreign currency exchanges and process official checks.
- Cross-sold bank products.
- Recommend and schedule college students' courses.
- Evaluate and determine students' admission into the Educational Opportunity Program.
- Author Department Memos for program director.
- Resolve issues for new and existing students.
- Explain and interpret policies/procedures to students.
- Conduct campus tours for prospective students.
- Coursework in International Business
- Key4Women
- AKBNG
- Rotary
- Ladies of the Lagoons
- Vermilion Boat Club
- ELKS
By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy
Disclaimer
Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.
How this resume score
could be improved?
Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:
resume Strength
- Formatting
- Length
- Personalization
- Target Job
Resume Overview
School Attended
- California State University
Job Titles Held:
- Assistant Vice President, Treasury Sales Officer
- Retail Relationship Manager
- Senior Credit Analyst
- Global Treasury Sales Officer
- Global Treasury Sales Analyst
- Small Business Loan Research Specialist
- Small Business Loan Research Specialist
- Teller
- Academic Mentor
- Admissions Assistant
Degrees
- Bachelor of Business Administration
By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy
