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.
Skills
Business Development
Analyzing Performance
Operations Management
Strategic Planning
Goal Planning
Small Business Operations
Meeting Sales Goals
Work History
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.
Education
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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School Attended
George Weiss Insurance School
Tobe Coburn School
St. Jean the Baptist High School
Weichert Real Estate School
Job Titles Held:
Banking Center Branch Manager, Licensed Banking Representative
