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yyyyyy x. yyyyyy
280 s euclid ave., #0000 xxxxxx xxxx , xxxx , xxxxx 00000
xxx-xxx-xxxx
abc@xyz.com
mba program candidate
profile
demonstrating sharp business acumen and leadership qualities, have
steadily progressed with hsbc to positions of increasing responsibility within
the financial services/banking industry ~ dynamic communication and
presentation skills ~ experienced in training and coaching team members to
optimize productivity, efficiency and quality in client-focused environments
~ ba in business economics ~ licensed finra series 6, finra series 63 and
california life, health and accident insurance
professional & academic achievements
ø recently promoted to branch relationship banker; key representative to community organizations and during local events in support of building a strong market presence and competitive leveraging
ø generated $126k portfolio growth in economically-challenged market, 2009
ø consistently ranked top 3 performer out of 600 department team members, 2007-2008
ø earned 4 star employee recognition, june 2008 and september 2008
ø rated #1 representative out of 70 staff members, 2007
ø selected out of 700 employees as star employee, 4th quarter 2006
ø achieved perfect attendance throughout tenure with college loan corp
ø earned degree concurrent with working 50+ hours weekly, graduating with a 3.2 gpa
career path
hsbc c california 2007-present
branch relationship banker, hsbc bank usa-los angeles; 2009-present
recently promoted to steer branch banking relationships; serve as premier relationship manager focused on maximizing client servicing as well as community presence
actively contact high-end current and potential customers to discuss financial service/product needs and capitalize on gathered information to develop and present optimal financial solutions, capture new business, grow existing accounts, and expand/diversify revenue streams
proficiently represent broad product line, including insurance and investment products, and profitably manage portfolio
lend expertise toward training and guiding team top-performing team members
premier client sales associate, hsbc bank usa-los angeles; 2008-2009
successfully managed portfolio of approximately 70 international premier clients, including reviewing high-risk client account activity for prompt intervention and mitigation of financial loss to company
collaborated with both clients and relationship managers in facilitating service and sales requests
pre-repossession account manager, hsbc auto finance-san diego; 2007-2008
consistent top performer within first year of joining staff; focused on mitigating loss through aggressive payment negotiation and collection of 60+ day delinquent auto loans
diplomatically achieved collection goals to maintain client relations by defining and implementing solutions-focused payment deferral and loan modification programs
college loan corp.- san diego, ca 2006-2007
customer contact representative
adeptly reviewed, analyzed and managed loan data, credit reports and customer feedback; optimized productivity through efficient use of clc loan process systems
partnered with schools, guarantors, originators, disbursement agents, and servicers for federal and alternative lending program processing and regulatory standards compliance
education
b.a, business economics, fort lewis college-durango, co; 2006
gpa: 3.2/4.0 scale
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