- Montgomery Street, San Francisco, CA 94105
- Home: (555) 432-1000
- Cell:
- resumesample@example.com
Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.
- Business Development
- Analyzing Performance
- Operations Management
- Strategic Planning
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- Goal Planning
- Small Business Operations
- Meeting Sales Goals
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Banking Center Branch Manager, Licensed Banking Representative, 06/2009 to Current
Danaher – Rochester, NY,
- Responsible for leading a team of sales & service professionals to meet and exceed sales goals and service targets.
- Licensed to sell Insurance and annuity products.
- Work with customers to build relationships, identify and satisfy their needs through the sale of financial products & services.
- Responsibilities also include: Security of equipment and inspections, financial controls, collections and loss handling, as well as daily opening and closing procedures.
- Achieves branch goals including Deposits and Loans for both consumer and business.
- Effectively grows and retains the wallet share of existing customer and business customers through their staff and themselves individually.
- Communicates, motivates, and formally coach direct reports on a monthly basis.
- Maintaining up-to-date knowledge of financial center policies, procedures, products, and services.
- Handling customer issues with professionalism.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Promoted products or services to each customer to consistently achieve sales targets.
- Supervised branch operations and made continuous improvements in each area.
- Evaluated client financial positions and identified most appropriate banking products.
- Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
- Prospected for new business through networking, community outreach and customer referral generation.
Rel Estate Sales, 01/2003 to Current
Real Estate Sales, Keller Williams, Century 21 – City, STATE,
- List and sell residential and commercial property.
- Coordinate appointments to show property to prospective buyers.
- Rent or lease properties on behalf of clients.
- Contact property owners and advertise services in order to solicit property sales.
- Develop networks of attorneys, mortgage lenders, and contractors to whom to refer clients.
- Confer with escrow companies, lenders, home inspectors, and pest control operators to ensure that the terms and conditions of purchase agreement are met before closing dates.
- Prepare documents such as, listing contracts, purchase agreements, closing statements, HUD statements, and leases.
- Coordinate property closings, overseeing signing of documents, and disbursement of funds.
- Prepare CMA’s comparative market analysis for clients.
- Negotiate sales between buyers and sellers.
Preschool Director/ Owner, 06/1992 to 01/2006
Tiny Tots Preschool Inc – City, STATE,
- Owned and directed a preschool daycare facility which held the capacity of 90 children.
- Trained and managed a staff of more than 30.
- Worked closely with accountant on all financial aspects of the business.
- Authorized purchases of instructional materials and teaching aids.
- Conferred with parents regarding their children’s everyday progress, facility activities, policies, and enrollment procedures.
- Maintained and performed all bookkeeping, clerical, and financial duties and records.
- Hired and mentored well-qualified job applicants for teaching and support staff roles, boosting program success in only.
- Upheld sound financial principles to keep program operating within budget levels, maximizing resource utilization while minimizing costs.
- Recruited new students for admission through marketing and events.
- Provided training and professional development for teachers.
Customer Service Associate, 06/1984 to 01/1992
Chase Bank – City, STATE,
- Exceeded service objectives by applying proven customer service and sales best practices.
- Provided basic technical support for clients on wide range of company products.
- Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
- Surpassed performance goals by approaching all interactions with resourcefulness, organization and customer-centric solutions.
- Engaged customers on phone by greeting them, answering questions on products or services and asking questions to identify needs.
- Worked with other customer support teams to develop consistent and equal high-quality levels of support.
Insurance License: Licensed To Sell Life Insurance And Fixed Investme, Expected in 11/2011
George Weiss Insurance School - Old Bridge, NJ,
GPA:
: Marketing and Design, Expected in 1984
Tobe Coburn School - ,
GPA:
: , Expected in 1982
St. Jean the Baptist High School - ,
GPA:
License To Sell Real Estate: Real Estate, Expected in
Weichert Real Estate School - Old Bridge, NJ,
GPA:
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