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yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

(xxx-xxx-xxxx ~ abc@xyz.com

qualification summary

proven leader and versatile professional with years experience in brewing operations, client relations, and sales efficient in creating and maintaining a positive flow of work by utilizing what resources and facilities are available. long-respected for advanced abilities in account management, business development, product knowledge, client acquisition, and account maintenance. outstanding blend of expertise in staff leadership, communication, creative problem solving, and driving projects to meet strict timelines. excels at managing employees, fusing resources, and advancing organizational directives through innovative programs and initiatives. resolve complex situations and deploys business instinct to present logical plans then delegates effectively, remains committed to outcome, and embraces flexible ways to achieve goals.

 

account management / business development / strategic planning / relationship management

relationship management / leadership

personal banking / team building & motivation

career history

fifth third bank (previously old kent bank), 1980 c present

customer service teller / lead customer service representative / personal banker / relationship manager

 

answer customers' questions, and explain available services such as checking and savings deposit accounts, iras, and cds. analyze financial information obtained from high net worth clients to determine strategies for meeting clients' financial objectives. play a pivotal role in the development of key client retention initiatives and forged strong professional client relationships that increased the levels and value of repeat business and referrals. enhance business development opportunities through the implementation and direction of successful lead generation strategies that maximized sales and profitability. explain banking services available to prospective customers and assist them in applying for account approval.

         execute wire transfers of funds and keep records of money and negotiable instruments involved in the financial institution's various transactions.

         build and maintain client bases, keeping current client plans up-to-date and recruiting new clients consistently.

         explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal banker.

         implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.

         monitor financial market trends to ensure that strategies are effective and to identify any necessary updates.

-         examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.

-         approve, reject, or coordinate the approval or rejection of home equity loans and cross sell complimentary products and services to customers.

-         evaluate financial reporting systems and make recommendations for changes to procedures, operating systems, budgets, and other financial control functions.

-         recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management and investment planning.

-         stand as visa coordinator and issue new visas, grant visa increases, complete balance transfers, and maintain or update programs daily.

---

professional development

computer 101 (montcalm community college); consumer loan with loan approval; ira and cd training; licensed to sell annuities; financial needs assessment; monthly audit training

 

yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

(xxx-xxx-xxxx ~ abc@xyz.com

 

 

 

april 14, 2011

 

<<first name>> <<last name>>

<<title>>

<<company>>

<<street address, suite #>>

<<city, state zip code>>

 

 

dear <<courtesy>> <<last name>>,

i am writing to express my genuine interest in your current opening for a <name of the position>; therefore, please allow me to submit my resume for your review. having been in customer service, sales, and account management, with continued success in meeting the needs of my clientele, i am confident that i can make a valuable contribution to your organization's future projects and initiatives. my experience consists of thorough sales management analysis that is transferrable to any industry.

to date in my career, i have held progressively responsible positions based on a demonstrated ability to meet and exceed established goals and manage accounts. i take great effort in building strong, positive interpersonal relations. my professional history produced an aptitude for strategically indicating complex problems and reviewing related information to develop and evaluate options and implement sales solutions. as customer service teller, lead customer service representative, personal banker, and relationship manager, i utilize both theoretical and negotiation skills to consistently secure increases in revenue, and these same skills can produce lucrative results conducive to accomplishing your overall organizational missions and goals.

as indicated in the accompanying resume, i bring you a positive and energetic work approach and an exemplary blend of talents in the areas of sales, business development, operations oversight, client relations, revenue growth, and account management. to compliment these qualifications, i offer an unwavering commitment to providing stellar customer service and dealing directly with clients as a front-line company representative, keeping in mind to remain accessible to clients at all times while simultaneously exceeding goals.

once you have reviewed my qualifications, i welcome further discussion about how i can contribute my assets to your organization. i would like to interview with you during a time convenient and until then i am available to answer any questions you may have.

 

 

sincerely,

 

 

 

 

yyyyyy x. yyyyyy

enclosure

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