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yyyyyy x. yyyyyy                                                    0000 xxxxxx xxxx , xxxx , xxxxx 00000



skilled financial professional seeking to utilize extensive experience, excellent managerial and developed analytical and decision-making skills in a challenging banking management assignment.

career profile

ø  over 11 years of financial management, staff direction and investment experience.

ø  strengths in strategic planning, budgeting and financial analysis.

ø  extensive evaluation and assessment background.

ø  series 6 and 63 licenses, certified paralegal and property & casualty license holder.

ø  adept in meeting client investment needs while achieving risk tolerance limits.

ø  record of progression to assignments of increasing authority and responsibility.

ø  deliver exceptional customer service.

ø  responsible for broad oversight of investments in a high-volume environment.

ø  knowledgeable in financial statements, investments, annuities and retirement plans.

ø  comprehensive grasp of small business lending and neighborhood business concerns.

ø  focus on productivity enhancement and meaningful cost control.


professional certifications

property & casualty license, state of new york

certified paralegal

series 6 and 63 licenses

new york life, accident and health

professional experience

jp morgan chase, nassau county, ny                                                                                        2006 - present

small business relationship manager (year-present)

       coach managers and staff on sales techniques and enhancing customer experience at 15 top branch offices.

       formulate strategies enabling managers to meet/exceed revenue objectives and minimize loss.

       developed branch business deposits from $19mm to $29mm, and increased business loans 400% y-o-y.


personal banker (2006-year)

       cultivated customer relationships and cross-sold small business investments and retail loans.

       assisted bank of new york branch office during corporate merger.

       ended year ranked as 120th of 10,000 personal bankers nationally and #1 in district.


citibank na, jamaica, ny                                                                                                                2005 - 2006

client financial specialist

       managed referrals through telemarketing/networking and assessed client requirements.

       oversaw neighborhood organizations which produced significant new business.

       conducted highly successful new hire seminars.


metlife financial services, garden city, ny                                                                                     2002 - 2005

financial services associate

       expanded client database, met with clients to present financial services and trained new representatives.

       marketed array of financial products including mortgage protection, annuities, pension and retirement plans.

       regularly exceeded sales targets and conducted investment seminars.


american medical response, holbrook, ny                                                                                     1999 - 2002

emergency medical technician & assistant supervisor

       directed daily routes, implemented new promotional strategies and created marketing materials. 


queens college, property & casualty license course, 2006

york college, paralegal course, 2001

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