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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

Phonexxx-xxx-xxxx

Cellxxx-xxx-xxxx

abc@xyz.com

 

~   Results-driven Executive eager to contribute expertise in driving operations, business development, P&L, and team-building initiatives toward actively collaborating with a dynamic organization in maximizing bottom-line performance.   ~

 

Qualifications Profile

 

Exemplary blend of expertise in financial and operations management, project and staff leadership, and devising and executing measurable process improvements. Confident, congenial and tactical with outstanding interpersonal, communication, and leadership skills; substantial experience in managing, coaching and directing as many as 60 personnel. Excel in multi-million dollar budget administration, financial analysis, product development, vendor negotiations and relations, and delivering compelling and informative presentations.   Efficiently develop and execute strategic policies, procedures, and processes to optimize organizational performance, profitability, and client satisfaction. Continuously analyze competitive activity to devise effective approaches and techniques that capture and retain marketshare.  

 

Selected Accomplishments:

 

         Persuasively negotiated and finalized service contracts with vendors to save $1M annually for three years translating to total cost reduction of 33%.

         Elevated customer satisfaction ratings from 5 to 6 by pioneering online funds transfer capability.

         Innovatively conceptualized and developed product deployment strategy expected to slash costs 60% by doubling product life.

         Launched significant improvements to client-facing online elements spanning client-initiated transactions (checking, electronic bill payment, electronic funds transfers, etc.), free cash sweep program, and online services and statements.

         Heightened client experience scores from 74 to 85 by defining, implementing and training personnel in internal client service strategy.

         Resourcefully created and held regular ISE (pronounced ICE ) meetings focusing on Innovation, Strategy & Execution of process improvements to expedite daily operations, control costs, and enhance employee morale.

         Analyzed and calculated daily cash management estimates to maximize float opportunities.      

 

Professional Experience

 

Merrill Lynch/Bank of America, Hopewell, NJ, 2008 to Present

Vice President

         Spearhead product development efforts for mass affluent market inclusive of client on-boarding, products and services offerings.

         Decisively allocate resources to maximize productivity and minimize risk.

 

Continued ►

 

 

Yyyyyy x. yyyyyy ~ Page 2 of 2

 

Professional Experience continued

 

         Apply dynamic leadership talents toward monitoring, evaluating, and reporting progress on initiatives, and motivating personnel to exhibit superior performance.

         Mentored, educated and effectively coached client service associates to improve confidence and presentation skills, enhance financial analysis skills, and elevate customer service levels.

 

Merrill Lynch, Hopewell, NJ, 2007 to 2008

Vice President, Project Manager  

         Demonstrated proficiency in project management by creating scope documents, assembling project designs, and clarifying business requirements.

         Devised beta testing procedures and facilitated user acceptance testing to ensure successful implementation of multiple initiatives division-wide.

 

UBS Financial Services, New York, NY, 2005 to 2006

Financial Advisor

         Conducted comprehensive needs assessments for clients to determine long-term financial goals and formulate customized investment strategies.

         Provided consultative guidance and leadership with retirement planning and wealth management.

 

Fidelity Investments, New York, NY, 2004

Operations Manager (Contract)

  • Efficiently directed daily business operations encompassing MIS statistical reporting and risk management for bill payment and card issuance department.
  • Managed supervised, and delegated tasks to customer service personnel.

 

Merrill Lynch, Somerset, NJ, 1993 to 2001

Assistant Vice President, Funds Settlement and Reconciliation

  • Collaboratively partnered with legal and treasury departments to establish and/or fortify financial controls, safeguard firm assets, optimize liquidity, and predict daily cash flow projections.
  • Adeptly oversaw $1B in daily funds settlement and reconciliation with affiliated commercial banks.

 

Education

 

Master of Business Administration, Focus in Corporate Financial Analysis and Planning

Pennsylvania State University, University Park, PA, 2004

 

Bachelor of Science, Major in Administration of Justice

Rutgers University, New Brunswick, NJ, 1995

 

Licensure / Credentials

 

Series 7 and 66 Licenses C National Association of Securities Dealers

 

Certified Treasury Professional C Association for Financial Professionals

 

Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

Phonexxx-xxx-xxxx

Cellxxx-xxx-xxxx

abc@xyz.com

 

 

 

 

 

Date

 

 

 

Hiring Agent Name

Title

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

I am currently seeking a challenging career opportunity in a <insert job title/position> capacity and am submitting my resume for your review.  In advance, thank you for your time and consideration.

 

As indicated in the accompanying resume, I offer an outstanding background in the financial services arena, proficiency in directing daily business operations and staff, and solid experience in budget administration, P&L, client relations, and regulatory compliance. To complement these qualifications, I offer strong expertise in human resources, process improvements, and quality control which will prove instrumental as a <insert job title/position>.

 

As a proactive member of your management team, you will find me to be a solutions-driven professional committed to supporting you in achieving your objectives through superior performance, experience, and leadership. I am confident that I could be a valuable asset to your company, and look forward to interviewing with you in the near future.

 

Sincerely,

 

 

 

 

Yyyyyy x. yyyyyy

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