Livecareer-Resume

Svp Regional Sales Director Wealth Management Resume Example

Love this resume?

By clicking Build Your Own Now, you agree to our Terms of Use and Privacy Policy

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
Executive Profile
* Exceptional follow-through abilities and detail oriented; able to plan and foresee strategies from concept to successful completion * Versatile; proven ability to manage multiple projects * Able to build lasting rapport; posses strong interpersonal skills; able to work effectively with individuals on all levels, effective motivator of self and others * Capable speaker and communicator, with refined skills in presentations, education, and client relations building * A resource person, problem solver, trouble shooter and a creative turnaround banker * Self-assured, confident, dependable and responsible in pursuing and closing sales; thrive in challenging situations requiring the ability to learn new skills Associate with an organization that will benefit from my initiatives, capabilities and contributions, ultimately qualifying for advancement and increased decision-making responsibilities:
Skill Highlights
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
Core Accomplishments
  • Developing business within emerging and highly competitive business market; outstanding presentation, leadership qualifications
  • Responsible of managing a team of 24 relationship managers for delivering personalized financial strategies to affluent clientele through banking and borrowing needs, as well as, investments services. My responsibility and accountability is to manage a team that service a portfolio of affluent households with investable assets of $500, 000 up to $2,000,000 . The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for all banking needs.. This role will require a holistic delivery of outstanding service and sales solutions to meet clients' financial needs and goals
Professional Experience
SVP, Regional Sales Director Wealth Management, 08/2014 to Current
Northeast Bancorp Bethel, ME, Responsible of managing a team of 24 relationship managers for delivering personalized financial strategies to affluent clientele through banking and borrowing needs, as well as, investments services. My responsibility and accountability is to manage a team that service a portfolio of affluent households with investable assets of $500, 000 up to $2,000,000 . The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for all banking needs.. This role will require a holistic delivery of outstanding service and sales solutions to meet clients' financial needs and goals.
SVP, Group Leader, 03/2014 to 08/2014
Business Banking Contact Center City, STATE, Managed Citizens Bank's Business Banking Contact Center in RI and PA, this was a Short term project to enhance the client experience and to create efficiencies in all Phonebank related sales activities. Total FTE responsible 210
SVP, Regional Manager-Business Banking Group, 03/2004 to 02/2014
CITIZENS BANK City, STATE, * Manage a team of 21 Business Banking Officers in Boston Downtown Region * Member of Citizens Management advisory council.
Business Banking Officer, 2002 to 03/2004
CITIZENS BANK City, STATE,
Branch Business Banker, 03/2000 to 11/2001
CITIZENS BANK City, STATE,
Department Head, Men's Wear, 1997 to 1999
HUNDSON BAY City, STATE, * Managed a sales staff of 15 and established a follow-up program for the sales team * Expanded Dockers Men's Wear business from $2 mil to $3 mil while maintaining gross margin in excess of 50% * Analyze needs, submit recommendations and implement cost-effective programs encompassing market research, sale support materials and customer services
Education
MA: Executive Leadership Management Programme, Expected in 2011
to
Babson College Executive Education - ,
GPA:
Babson College Executive Education Executive Leadership Management Programme 2011 Investment Licenses Series 7 & Producers Life and Health registered in MA
: Citizens Bank, Expected in 2008
to
Commercial Lending Training Program - ,
GPA:
Commercial Lending Training Program, Citizens Bank, 2008 Moody's Analytic's, inc..
BSc: Economics, Expected in 1997
to
University of Ottawa - ,
GPA:
BSc Economics 1997 University of Ottawa
Professional Affiliations

Citizens Management advisory council

Presentations

Capable speaker and communicator, with refined skills in presentations, education, and client relations building.

Skills

Sales, Market Research, Sales Staff, Sales Team, The Sales, And Sales, Clients, Regional Sales, Sales Director, Solutions, Wealth Management, Class, Client Relations, Closing, Closing Sales, Coaching, Comprehensive Large Array Data Stewardship System, Confident, Credit, Customer Service, Detail Oriented, Exceed, Journal, Leads, Problem Solver, Receptionist, Retail Sales, Self Motivated, Territory, The Sale, Sales Activities, Series 6, Series 7

By clicking Build Your Own Now, you agree to our Terms of Use and Privacy Policy

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:

63Fair

Resume Strength

  • Length
  • Personalization
  • Target Job

Resume Overview

School Attended
  • Babson College Executive Education
  • Commercial Lending Training Program
  • University of Ottawa
Job Titles Held:
  • SVP, Regional Sales Director Wealth Management
  • SVP, Group Leader
  • SVP, Regional Manager-Business Banking Group
  • Business Banking Officer
  • Branch Business Banker
  • Department Head, Men's Wear
Degrees
  • MA
  • BSc