Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK Home: (555) 432-1000 - Cell: - resumesample@example.com - -
Accomplishments
Amegy Bank.
Ranked # 1 in Company for Commercial Card Sales for XXX
Exceeded Annual Treasury Sales goals for XXX, 2015, 2013, 2012 and 2010
Exceeded Branch ICP goals for 2005, 2006, 2007, and 2009
2009 performance goals exceeded: Deposit goal by 104%; New Account goal by 115%; and CBP referral goal by 106%.
Excelled in Customer Service expectations by exceeding company standards by 105%.
Compass Bank.
Exceeded all revenue and deposit loan goals.
Received the Quarterly Gold Club award for 2002 and 2003, and recognized as the Annual Gold Club winner for exceeding all growth goals for a new banking center.
Managed and developed a team of 12+ employees to Gold Club status.
Sold over $1.2 Million in Fixed Annuity Sales annually from 2000 - 2003.
Professional Summary
Senior Treasury Management Sales Officer with 18-year background in sales and team leadership. Consultative sales expert with history of exceeding quotas, building customer bases and capitalizing on valuable business opportunities.
Manages a portfolio of Large Corporate Clients for whom the bank provides complex payment, receipts, and liquidity solutions that are vital to their daily operation.
Responsible for delivery of integrated treasury
solutions to Corporate Banking clients. Partner closely with client-facing
teammates to consult on sales
opportunities and provide the product expertise and consultation necessary to
deliver the best possible solution to the client.
Generates 1 million is new sales
annually.
Role model and mentors to peers and more junior employees
including Treasury Sales Analysts. Builds partnerships and collaborates
across teams to achieve sustainable results. Demonstrates and encourages
collaboration and teamwork –
01/2000 to 01/2005
Assistant Vice President/Banking Center ManagerCompass Bank – , ,
Opened a New Banking Center generating new loans and deposits from $0 to $20 million.
Developed and managed banking center employees to meet and exceed individual sales goals.
Increased deposit and loan portfolios for the branch by calling on mid size internal and external clients to deepen client relationships.
Typically has contact with internal and external clients on high level and sensitive matters.
Provided customer service through clear communication skills, approachability, and working knowledge of all processes.
01/1999 to 01/2000
Sr. Client Sales RepresentativeJP Morgan Private Bank – , ,
Managed portfolios as substantial as $150 Million.
Managed and maintained new and existing client relationships, as well as providing them with excellent customer service.
Growing client portfolios for high net worth individuals by placing them into the best products most suitable for their needs (i.e.
Annuities, Life insurance, financial planning, estate planning and brokerage services).
Initiated new client business by being proactive in cold calling and building strong relationships with existing clients.
01/1998 to 01/1999
Small Business Relationship ManagerChase Bank Of Texas – , ,
Managed a portfolio of new and existing small business clients.
Orchestrated small business client's deposit growth as well as loan growth, achieving deposit goals of $1.2 Million and loan goals of $2.5 Million quarterly.
Generated new client growth by initiating outside sales calling and building strong client relationships.
Cross sold additional service and products that produced additional revenue for the bank (i.e.
Private Banking, Trust services, Treasury Management, and Investment Portfolio Management).
01/1995 to 01/1997
Banking Sales Officer – , ,
Sold consumer and small business accounts, loans, and cross sales of other bank products.
Exceeded revenue goals of $215,000 revenue dollars per semester by outside sales calling efforts.
Ensured effective and quality customer service
Licensures
Group 1 Licensed.
Education
Expected in 2002
Bachelor of Science: Business Adminstration/ Marketing Texas Southern University - Houston, GPA:
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