Accomplished business leader with over 10 years of management, strategy, product development,sales and
operational experience in the financial industry.
High School Diploma : Business AdministrationFlorida State College Of Jacksonville － Jacksonville, FLBusiness Administration
Retirement & Benefit Service Representative February 2015 to CurrentMerrill Lynch － Jacksonville, FL
Provided award-winning service to employees within Fortune 500 companies\' retirement plans, including: defined contribution, defined benefit, non-qualified deferred compensation arrangements, stock option plans, self-directed brokerage accounts, Merrill Lynch Advice Access, and individual retirement accounts.
Responsible for uncovering additional client needs and routing them to the appropriate business partner Demonstrated knowledge of company products Adhered to financial policies , rules and regulations to protect bank and clients reputation and information Executed wire transfers, stop payments and account transfers.
Financial Solutions Consultant August 2014 to December 2014Merrill Edge － Jacksonville, FL
Responsible for uncovering additional client needs and routing them to the appropriate business partner Demonstrated knowledge of company products Adhered to financial policies , rules and regulations to protect bank and clients reputation Assessed clients\' financial situations to develop strategic financial planning solutions.
Bank Center Manager June 2013 to August 2014Regions Bank － Jacksonville, FL
Responsible for the driving of operations and customer service experience metrics by engaging staff on business strategies and performance results Oversaw a branch team consisting of 4 Teller representatives and 3 personal bankers.
Directly managed all banking center employees, to include selection, training, performance management, disciplinary actions, individual career development and retention Auditing of Gl receipts, Foreign exchange, BSA/AML and Fed Fund Transfers Created a positive working environment with an open door policy Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Conducted monthly operations cash audits for risk management review process , which ensured proper cash control and compliance(Use of Mainframe)MS Suite) Auditing of consumer loans Achieved specific sales and service goals individually, and lead the banking center's goals on a quarterly and annual basis Actively participated and represented Regions bank in various community , civic, and professional organizations Performed underwriting for business and consumer loans.
Personal Banker I-II -Small Business Specialist January 2011 to June 2013Wells Fargo Bank － Jacksonville, FL
Responsible for servicing and acquiring consumer and small business loans & lines of credit Trained current and new employees Represented bank at community and civic events Partnered with banking center line of business partners to deepen relationships with current customers and acquire new books of business Educated clients at financial seminars sponsored by the bank Accountable for individual business development activities and strategies to promote core deposit growth by prospecting Scheduled staffing for the main branch.
Executed customer transactions, including deposits, withdrawals, money orders and checks.
Processed quarterly Vault and ATM audits with a zero error rate.
Coordinated daily cash reconciliation at a high-volume location.
Researched industry competitors and compiled detailed analysis data.
Senior Sales Representative January 2010 to May 2013Corporate Auto Sales － Jacksonville, FL
Consistently hit and exceeded sales goals by 20%.
Planned and led three training sessions to promote sales team professional development and sales goal reinforcement.
Communicated regularly with territory, regional and strategic managers for daily support and strategic planning for accounts.
Organized company files and creating support system to decrease workload and increase productivity of account managers.
Negotiated company\'s sales pricing and contract terms with dealerships Managed the registration of Vehicles with local DMV Traveled to assigned territory to acquire sales opportunities.