Sales Account Executive Resume Example
Love this resume?Build Your Own Now
SALES ACCOUNT EXECUTIVE
Professional Summary
An Award winning Operations/Territory Manager with a successful background in the Financial Services Industry. I am a Decisive team leader with a motivating and persuasive communication style. Offering 18 years of experience in sales and 5 years management experience.
Skills
|
|
Work History
Company NameSales Account Executive | City, State | March 2019 - October 2019
- Completed 5 new C-level appointments weekly
- Minimum of 39k in new business per month
- Needs analysis with HR decision makers to identify areas of opportunity to provide Paycor solutions
- Demonstrate Paycor's product line and how it will benefit new clients
- Develop and maintain excellent relationships with Bank, Broker, and CPA referral partners
- Assist in all conversion processes for new clients to ensure successful onboarding experience
- Drive client satisfaction by partnering with Paycor Client Services team
- Maintain accurate records of all interactions in Salesforce CRM
- Developed and managed strong and growing pipelines of prospective small business customers
Company NameDirector of Operations | City, State | October 2014 - March 2019
- Led team of 35 remote and local employees
- Handled all escalation and complaints to make sure clients were satisfied
- Increased revenues by 30% year of year
- Track sales team metrics to stay on pace for all annual goals
- Evaluated current service needs and product satisfaction levels with established customers
- Planned and conducted weekly staff trainings, with emphasis on customer service, prospecting and closing techniques
- Observed each employee's individual strengths and initiated mentoring program to improve areas for growth
- Led business planning, developed market strategy and established direct procurement of products
- Developed and implemented high-quality work environment as measured through employee satisfaction ratings
- Streamlined efficiency, reduced labor hours and boosted profitability to optimize overall productivity
- Led employee performance reviews and discussed improvement strategies with each team member
- Directed training improvements to reduce knowledge gaps and eliminate workforce performance inefficiencies
- Developed new promotional strategies to increase customer base and market share
Company NamePersonal Banker II | City, State | September 2012 - October 2014
- Exceeded all required goals and metrics for 15 months consecutive
- Handle customer complaints timely to make sure clients were satisfied
- Qualify/Sell of business bank and treasury management products
- Educate and train staff on changes to regulations and policies as needed.(FDIC, OCC, BSA, ETC)
- Build relationships with key decision makers and match Clients with right solutions for their needs
- Maintain high level of client satisfaction by generating, managing and servicing branch deposit portfolio of 28MM
- Responsible for sales, proper loan structuring, client interviewing and perceptive character judgment
- Expanded client base through consistent product promotion and sales strategy
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services
- Networked to build client base and promote products to new and existing clients
- Created strategic financial solutions to suit individualized client needs
- Continually boosted branch production and revenue by 25%% by consistently meeting all monthly and quarterly sales goals
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs
Company NamePersonal Banker II | City, State | September 2008 - September 2012
- Exceeded all monthly goals by minimum of 20%(New Accounts, Deposit, Loan, Referrals)
- Retain, and expand banking relationships with clients by profiling and tailoring financial solutions to satisfy specific client needs in order to meet established individual and team goals
- Handle customer complaints to make sure all clients were satisfied
- Provide quality, personalized service to ensure customer satisfaction and retention
- Utilize technology resources to complete required client files, documentation, and other administrative work
- Adhere to and enforce Banking regulations and Bank policies and procedures to mitigate risk and fraudulent activities
- Educate and train staff on changes to regulations and policies as needed.(FDIC, OCC, BSA, ETC)
- Show coach tellers on properly referring leads to bankers
- Networked to build client base and promote products to new and existing clients
- Achieved recognition from management for 18 consecutive months of meeting sales targets
- Continually boosted branch production and revenue by 35% by consistently meeting all monthly and quarterly sales goals
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs
Education
High School DiplomaJohn Jay High SchoolCity, 2001
Accomplishments
- On pace for annual Platinum Club averaging over $39k in sales per month on a $450k quota
- First year Conference winner exceeding $350K in annual sales with Paychex.(Won trip to Hawaii)
- Quarterly dinner winner for exceeding 125% of quarterly quota with Paychex
- 30% revenue increase year over year with HydroClear
- Annual cruise winner for exceeding revenue growth and sales goals with HydroClear
- Managed a team of 35 local and remote employees
- Exceeded goals by 25% with Amegy Bank
- Exceeded goals by 35% with Capital One
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
- Word choice
- Strong summary
- Typos
Resume Overview
School Attended
- John Jay High School
Job Titles Held:
- Sales Account Executive
- Director of Operations
- Personal Banker II
Degrees
- High School Diploma
