yyyyyy x. yyyyyy
experienced banking professional
highly regarded banking management/sales professional with expertise in new business development and effective marketing strategies. extensive experience in cash management and banking service activities. track record of guiding fundamental growth resulting in higher profits and improved productivity. reputation for delivering world-class customer service and exceeding goals for customer retention and repeat business.
ability to work in a fast paced environment
bi-lingual - english and spanish
build and maintain business relationships
business analysis and process improvement
effectively manage multiple projects
excellent communication skills
high energy with positive outlook
meticulous attention to detail
motivate, mentor and inspire others
notary for the state of california
persistent and persuasive sales pro
plan & execute events/marketing promotions
strategic planning & execution
strong scheduling capabilities
union bank - kentfield, california (2000 to present) - financial service officer - trainer, supervisor, operations and sales
w cultivate valuable customer relationships resulting in growth of product sales; consistently exceed all goals; received 1st quarter 2009 northern california division risk/ compliance award and 1st quarter 2009 northern california division top union bank investment service referrals award.
w gained reputation for being a high volume sales leader in consumer lending, personal & business deposits products; work with customers to build relationships and uncover financial needs, make appropriate recommendations for products to meet those needs.
w consistently rated extraordinary in annual reviews for contributions to risk management, balance risk, quality and client satisfaction and providing a world class customer experience.
w ensure that operating procedures are followed, provide team leadership, training and coaching to branch personnel and drive compliance at all levels.
w minimize bank risk by adhering to corporate standards and handle exceptions and adjustments as needed.
bay view bank -san anselmo, california (1996 to 2000) - financial service representative
met with clients to determine financial needs; achieved 100% ratings on in person and telephone mystery shops and ranked 3rd companywide for dollar volume in transaction accounts.
home federal savings of san francisco - san rafael, california (1994 to 1996) - new account supervisor
bay view savings and loan - san anselmo, california (1989) - new account supervisor
w establish business relationships with client base to market and promote bank products; open new accounts, answer customer inquiries and troubleshoot account issues as needed.
business network international (bni) power lunch chapter in san rafael
marin professional woman network (mpwn) honorary member
brownie and girl scout co-leader
mill valley school district - pta member and home room parent
college of marin
american institute of banking
certificate of completion through union bank: bank secrecy act for retail banking, customer touchpoints for retail, handling customer deposits, customer protection for retail banking, risk vision, business standards for ethical conduct, information security, trust and special titled accounts, business entity and documentation requirements, customer privacy and protection, miscellaneous compliance regulations, elder financial abuse and loss prevention.
yyyyyy x. yyyyyy
<hiring contact name>
<city, st zip>
dear mr./ms. ____:
during my comprehensive career as a banking operations/sales management professional, i have gained considerable business development and relationship building experience. i have improved operations through staff development and the implementation of new processes resulting in more successful employees and higher profits. i ve been an innovative and enthusiastic spokesperson for my employer, and have made valuable community connections. this along with my expertise in strategic planning and customer relations makes me an ideal candidate for <organization here>.
in addition, i have a solid record of achieving or surpassing performance expectations. my ability to cultivate relationships and secure key accounts seems to fit the qualities you are seeking in a candidate for <position here>.
the accompanying resume can give you an overview of my potential for making a worthwhile contribution to <firm or company name>. as a proven leader, i believe it would be mutually beneficial for us to meet. i will call next week to inquire about the possibility of meeting to discuss your organization s goals and how i can help you meet them.
thank you for your time and consideration.
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