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yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000



career objective

results-driven financial specialist eager to contribute customer service, business development and operational management skills toward actively supporting the employer as a motivated and productive team member


ø  offer 15 years of progressive experience with expertise in customer service, operational management, and staff development in the financial arena

ø  facilitate client-focused, service-oriented environment vital to maximizing customer satisfaction and retention; cultivate key relationships with diverse client base and key business partners

ø  demonstrated record of building, leading, and retaining expert support teams; strategically plan and coordinate workflow for optimal coverage while containing labor costs

ø  research and analyze financial data and business operations to design process improvements that boost corporate profitability

ø  accurately identify and capitalize on opportunities to penetrate and develop highly competitive markets

ø  dynamic communication, presentation, negotiation, and relationship management skills


~ key achievements ~

         developed and implemented highly effective outbound customer acquisition program

         led financial center to exceed sales goals for two consecutive years

         coached 4 sales leaders to achieve recognition for outstanding sales performance at golden circle sales conference

         awarded top company-wide achievement for life insurance sales and received statewide recognition for credit life insurance sales

professional experience

first tennessee bank                                                                                                                            1997 c 2009     

retail relationship manager, vice president (2007 c 2009)

regional customer acquisition manager, vice president (2006 c 2007)

regional sales manager, vice president (2003 c 2006)

financial center manager, vice president (1999 c 2003)

senior sales representative (1997 c 1999)

  • in recognition of outstanding performance, steadily progressed within bank to attain executive-level positions entrusted with responsibility for 8 financial centers with more than 70 staff members
  • applied depth of knowledge towards providing customized product recommendations to targeted high-value existing and prospective customers
  • worked closely with individual financial centers to effectively grow regional business across multiple locations
  • created marketing materials for winning business presentations
  • hired, trained, and managed top-performing sales teams that consistently surpassed established goals
  • proficiently administered regional budget


leader federal bank for savings / union planters bank                                                                          1994 c 1997

customer service representative

  • provided exceptional customer service and knowledgeable support
  • expanded client base and bank revenues by cross-selling additional products
  • recognized as a million dollar investment sales leader


university of mississippi                                                                                                                                    1997

master of business administration


jackson state university                                                                                                                       1994

bachelor of science in finance


~ credentials ~

financial planning certification, christian brothers university                                                                   2008

series 6 and 63 licenses                                                                                                                       2005

life insurance license                                                                                                                           1995


yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000








hiring agent name


company name


city/state/zip code




i am currently seeking a challenging career opportunity in a insert specific job title capacity and am submitting my resume for your review.  in advance, thank you for your time and consideration.


as demonstrated in the accompanying resume, my professional qualifications include a solid record of driving business performance by training and leading staff in customer service operations, analyzing and reporting on financial activity, and pioneering business development initiatives.  i excel at building external client relationships and internal teams to continually increase sales and profit margins, and am adept at identifying areas for improvement.  my unique blend of analytical and interpersonal skills has consistently proven instrumental in my success.  to complement this background, i hold an mba, as well as financial planning certification and life insurance and series 6 and 63 licenses.


as an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance.  i am confident that i could be a valuable asset to insert company name, and look forward to interviewing with you in the near future.




yyyyyy x. yyyyyy

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