High caliber, results oriented account manager with extensive financial product knowledge and ten years of consistent success in revealing customer needs and delivering solutions. Skilled in consultative selling and translating technical solutions into compelling investment opportunities. Highly experienced in the areas of investment interpretation, profit/loss concepts, percentages and variances, data and personnel management. Reputation as a highly motivated self-starter with strong negotiation and persuasive presentation skills. Account Manager well-versed in acquiring and retaining top accounts. Proved ability to work effectively in high pressure, time sensitive situations while successfully managing assignments. Known for displaying professionalism, high levels of integrity, and an unrivaled work ethic.
Participates in duties and related responsibilities of an emergency and/or hazardous nature in fire suppression and emergency operations. Operates within the parameters of Company policies, procedures, and practices, with special emphasis on the Company Occupational Safety and Health Program, to functionally participate in all emergency response and training services.
Provide expert financial advise and excellent client service. Proactively built a network of referrals and met with customers to discover their financial needs and provide product and service recommendations.
Grow profits, increase revenue, lead people, and manage both the sales and service aspects of the client experience. Directly coach and develop the Personal Bankers, Sales and Service Associates to identify client's needs, analyze client information, define investment goals, build plans and execute recommendations for clients to achieve their investment goals
Developed and implement a business plan to ensure the maximization of my day. Challenged to develop a business that required me to demonstrate technical expertise, strong sales results in investment and fiduciary products, strong interpersonal skills and provide exceptional client service
LICENSES AND CERTIFICATES
References available upon request
Companies Worked For:
Job Titles Held:
© 2019, Bold Limited. All rights reserved.