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yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

xxx-xxx-xxxx • abc@xyz.com

 

skilled professional eager to contribute broad-scope banking experience toward supporting a dynamic organization in maximizing bottom-line performance.

profile

 

respected banker with distinguished 8-year career leading business banking and account management operations. consistently earned top ranks in job performance in every position held by bringing revenues, profits and market share to new heights. extensive expertise in client needs analysis with a consultative approach to customer service operations. skilled in identifying and capitalizing on opportunities to penetrate and develop markets. adept at blending strong decision-making abilities with outstanding organizational skills, solid leadership attributes, and successful interpersonal relationship-building techniques. experienced in persuasive communication; expressing ideas in ways that lead clients to understand financial sales presentations. demonstrate strong abilities in handling multiple projects simultaneously, meeting tight deadlines and working in a fast-paced professional environment.


professional experience

 

licensed personal banker officer jpmorgan chase & co.                                                                       2008-present

  • sharp business acumen and experience in managing broad scope of banking operations, from identifying client needs and generating customized financial plans for clients to cross-selling/up selling banking products and services.
  • actively facilitate client-focused, service-oriented environment vital to maximizing customer satisfaction and retention.
  • drive clientele growth through the application of individualized presentations, personal marketing and developing customized financial plans, which included cash management, loans and convenience services.

 

president truecare home health services llc.                                                                                          2007-2009

  • effectively hired, trained and directed 23-member staff and actively collaborated in human resource operation functions such as employee training, evaluating performance and providing guidance/mentoring.
  • steered business to repeated financial success; generating an annual revenue of $100k.

 

district manager/regional accountant specialist adp inc.                                                                           2007-2008

  • forged solid business partnerships with chase bank, bank of america and national city bank through the facilitation of productive communication with branch managers, business bankers and personal bankers.
  • effectively supplemented partnership sales efforts with strategic cold calling efforts; achieved 107% of sales quota.

 

account development surepayroll inc.                                                                                                      2004-2007

  • generated high-volume revenue on behalf of company through a combination of inside and outside sales opportunities.
  • drove prospecting efforts to grow clientele base from 0 to 541 clients in under  2 ½ years; recipient of 2006 best closer award.

 

sales executive experian                                                                                                                               2003-2004

  • successfully steered sales operations to generate high volume growth and revenue; exceeded sales quota by 104.2% of plan in fy04.
  • spearheaded the management of $1.5m territory through strategic cross-selling and up-selling solutions.
  • recipient of 100% sales achievement award.

 

professional education

 

keller graduate school of management                                                                        expected graduation in 2011

master of accounting and finance

 

northern illinois university                                                                                                                               2002

bachelor of science in organizational management

 

series 6, series 63, and life insurance certifications

 

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