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yyyyyy x. yyyyyy

3853 w. palmyra ct.                                                                                                                            

xxxxxx, il xxxxxx                                                                                                                                          (xxx-xxx-xxxx

career objective                                           

mba candidate eager to contribute superior communication, organizational, and business administration skills toward actively supporting the employer in optimizing financial and operational performance


ø  offer solid practical work experience as well as strong academic background in business development, financial administration, and operational management, with expertise in the banking and insurance arenas

ø  facilitate client-focused, service-oriented environment vital to maximizing customer satisfaction and retention

ø  strategically plan and coordinate workflow for optimal coverage while containing labor costs; recruit, train, and lead top-performing support teams

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

ø  sharp technical proficiencies, including ms office (word, excel, powerpoint, access, outlook), and visual basic for applications (vba)


~ key achievements ~

         granted jpmorgan chase outstanding customer service award (2008)

         improved across-the-board performance metrics at jpmorgan chase c grew branch sales by double digits in all categories and increased pre-tax earnings by 26.9%

         led jpmorgan chase branch to successfully pass all compliance audits

         selected to work on new online and iphone application development ideas, including innovative mobile banking and integrated budgeting tools for jpmorgan chase

         increased sales of state farm insurance select life products by developing new illustration programs; additionally boosted productivity levels by 15% by emailing completed illustrations to agents


master of business administration c executive track, bradley university, xxxxxx, il           anticipated graduation may 2010


bachelor of science c finance track, summa cum laude, xxxxxx state university, normal, il                                    2002

~ professional licenses ~

series 6 ~ series 63

professional experience                            

avp / banker / manager, jpmorgan chase                                                                                                     8/06 c present

         successfully perform a broad scope of managerial functions and work closely with business bankers, loan officers, and financial planners to develop a highly functional integrated environment

         drive recruitment, compensation, staff development, performance management, and internal promotion initiatives; develop sales targets and lead team members to attain goals

         proactively monitor and analyze p&l to develop forecasts, identify opportunities to maximize returns, and implement cost controls to increase bottom-line profitability

         conduct reviews of new account openings and deposit transactions using transunion and chexsystems to mitigate financial risk; oversee audit procedures to ensure compliance with the patriot act, all regulatory guidelines, and corporate policies


actuarial technician, state farm insurance                                                                                                          9/05 c 8/06                                                                                                                                                                                           

         in recognition of outstanding performance, hired as a full-time employee following 4-month contract assignment through staffing agency

         served as a subject matter expert on life and annuity products, maintained unit database, and produced life insurance and annuity product illustrations

         created new illustration programs for select life product line, developed training materials, and trained staff members on proper use of programs 


independent sales, primerica                                                                                                                              2/04 c 9/05                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 

         successfully developed, expanded, and retained diverse client base

         worked closely with existing and prospective clients to identify individual needs and goals; provided knowledgeable guidance and product recommendations


accounting associate, wal-mart                                                                                                                          8/02 c 1/05

         accurately managed all in-store accounting for $75m location, identified trends and developed solutions to mitigate loss, and prepared reports for managerial review

         collaborated on pre-opening store set-up

         played an integral role in hiring and training 10+ associates and 100+ cashiers

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