Results-driven Manager specializing in Financial Services eager to contribute expertise in steering Operations, Business Development, and Team Building initiatives toward actively collaborating with a dynamic organization in maximizing bottom-line performance.  Solid ability to drive customer relations initiatives resulting in captured market share and repeat business.  Core competencies include:

 

   Territory Management

   Sales Analysis and Reporting

   Market Trends and Customer Profiles

   Drive Business Planning Strategies

   Deliver Superior Customer Service

   Capture Sales and Customer Loyalty

   Fluent in Spanish, English and Portuguese

   Train and Assemble High Performance Teams

 

Professional Experience

 

Metropolitan Interpreters & Translators, Inc.  New York, NY (Jan 2009 to Present) - Site Supervisor         

   Manage a team of  6-15 Linguists providing translation and transcribing services for government agency contracts.

   Apply dynamic leadership skills toward delivering effective new-hire training programs in VoiceBox system as well as operational regulations and policies to ensure development of top-performing team

   Oversee the preparation of weekly staffing schedules, ensure accuracy and correctness for services, and liaison with Agents to arrange off-site services.

 

Translator/Linguist (2008)

Metropolitan Interpreters & Translators, Inc.  New York, NY (2006 to 2007) - Translator/Linguist

w  Provided translation and transcription services for government agencies.

 

Citi Smith Barney  New York, NY (2007 to 2008) - Supervisory Analyst, Vice President                                   

   Utilized strong understanding of internal corporate policies and FINRA regulations to effectively monitor and review electronic communication for compliance.

   Escalated policy infractions to senior management for investigation; led efforts to train and re-train employees on corporate expectations, developed and facilitated of a comprehensive corporate electronics communications policy throughout the organization.

 

JP Morgan Chase  New York, NY  (2002 to 2006)

Supervisory Manager, Vice President C International Private Bank (2005 to 2006)                                           

   Ensured complete compliance with required policy and procedures, and maintained responsibility for approval of account activity; investigated and responded to client inquiries, resolved complaints and followed up to ensure client satisfaction.

   Managed approval processes for client investments in private equity vehicles; reviewed client suitability prior to accepting orders, and trained staff on required policies to maintain compliance with all NASD/NYSE registrations.

                                                                                                                                                               

Client Service Manager, Vice President C International Private Bank (2002 to 2005)                                        

   Provided leadership and oversight for a team of 7 Account Officers tasked with servicing high-profile clients throughout Latin America; achieved 100% staff retention by ensuring employee development opportunities were readily available.

   Achieved a decrease in client overdrafts by 30% and cultivated strong relationships with strategic business partners to support client management and product development initiatives, ensuring a superior client service experience.

 

Thomson Financial/Carson  New York, NY - Senior Account Executive/Latin America (2001 to 2002)

   Accountable for the cultivation of investor relations NYSE listed Latin American corporations; reviewed investment goals to develop successful strategies to maximize returns.

 

Additional Related Experience

 

JP Morgan Chase  New York, NY (1994 to 2001)

Relationship Manager, Assistant Treasurer C International Private Bank (1998 to 2001), Relationship Officer, Assistant Treasurer (1997 to 1998) and Relationship Assistant, Assistant Treasurer (1994 to 1997)

 

Education / Professional Development / Licenses

 

Fordham University - College of Business Administration, B.S., 1993 - Marketing/Management

Chase Manhattan Bank - Professional Development Program, 1997

FINRA: Series 7, 24, 63 registered

 

 

<Date>

 

<Hiring Contact Name>

< Title>

<Company Name>

<Address>

<City, ST Zip>

 

Dear Mr./Ms. ____:

 

As a highly experienced Financial Services Industry Leader, I am confident that I have the characteristics you are seeking in a candidate for the position of <position here>.   I have enclosed my resume for your review and believe you will find that my track record of driving aggressive client management strategies will be a perfect fit for <organization here>.  After reading the requirements for the position of <position here>, I see that you are seeking someone with the ability to <something from the ad here>.  I am well versed in <correlation here> and know that I could be an integral member of your team.

 

I have led operations to exceed expectations for performance and my reputation for ensuring high level staff development to maximize results is well earned.  I am an expert relationship builder with the ability to cultivate strong client relationships at any level, and my dedication to driving corporate goals for growth is a reflection of my success.

 

I am certain after reviewing my qualifications that you will want to speak with me further, and as a proven leader, I believe it would be mutually beneficial for us to meet.  I will call next week to inquire about the possibility of meeting to discuss your organization s goals and how I can help you meet them. 

 

Thank you for your time and consideration.

 

Sincerely,

 

 

 

 

 

 

 

 

 

 

 

 

 

 

YYYYYY X. YYYYYY

2200 N. Central Rd  ¹ 0000 xxxxxx xxxx , xxxx , xxxxx 00000 ¹ C xxx-xxx-xxxx ¹ H xxx-xxx-xxxx ¹  abc@xyz.com

 

 

(Date)     

 

Mr. (Ms.)

(Company)

(Address 1)

(Address 2)

 

 

Dear Mr. _________________

 

It was a pleasure (speaking with you/meeting with you) on the (date for example, 19^th of February or 3^rd of July). I would like to take this opportunity to thank you for the time you spent with me, as well as to express my appreciation for the information you offered. I am still very interested in the (name of position) position, and I am convinced now, more than ever, that it is the right job for me. I feel my background and qualifications prepare me well for just the sort of challenges and responsibilities we discussed.

 

Again, thank you for considering my qualifications. I enjoyed our talk, and am available at any time to provide you with any more information you may need. I look forward to hearing your decision.

 

 

Sincerely,

 

 

 

Your Name