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yyyyyy x. yyyyyy

po box 1721 ² mill valley, ca 94942-1721 ²xxx-xxx-xxxx ² c: 415-717-4234 ²

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. 


key skills and strengths

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

professional history

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.


volunteer activities, professional affiliations and education

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

po box 1721 ² mill valley, ca 94942-1721 ²xxx-xxx-xxxx ² c: 415-717-4234 ²





<hiring contact name>

< title>

<company 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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