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yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000
(xxx-xxx-xxxx ~

career profile

results-oriented banking and financial management professional with solid knowledge of issues and best practices in loan/banking procedures, methods, and knowledge of the related business context. process daily actions and requests according to appropriate state, federal and internal policies and procedures.   demonstrate a commitment to continuous improvement, to include the use of contemporary applicable technology. bilingual: french and english; speak creole.


management / marketing / communication / customer service

leadership & teambuilding / written & verbal communication

 financial transactions / problem solving / sales

professional experience


pharmacyonepro, winter haven, fl

personal assistant/sales and marketing, 2007 c present

  • reconcile the claims against remittance statements upon receipt.
  • solicit the sale of service to various health and case management providers and agencies throughout florida with clients infected/affected with hiv/aids.
  • educate potential clients on staying compliant with prescribed regiment, available resources and linkage to other available services.
  • handle financial functions including processing a/r, direct deposits for insurance companies, and process bank deposits.
  • secure marketing materials and opportunities to market the business on radio stations.


people s bank, bridgeport, ct

financial service manager, 1996 c 2006

  • established and maintained relationships with individual and business customers, and provided assistance with problems these customers encountered.
  • planned, directed, and coordinated the professional success of financial service staff, lead customer service associates, and customer service manager.
  • managed and facilitated increase in sales revenue through effective sales management abilities and promotion of sales strategies among internal staff.
  • determined the need for new candidates, engaged in hiring, performance management, promotion, and termination functions.


people s bank, bridgeport, ct

customer services manager, 1996 c 1999

  • directed the professional success of eligible personnel through coaching, recruitment, performance management, promotions, hiring and termination.
  • tracked the success of customer service team and defined methods of increasing satisfaction among clients through effective coaching and professional development.
  • ensured the consistency of operations according to established company guidelines including tasks such as verifying cash supplies, inventory and daily balancing.
  • assessed customer service associate differences and transaction records and advised csas on situations involving complex transaction.



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people s bank, bridgeport, ct

registered lead financial services associates, 1996 c 1999

  • stood as lead sales associate engaged in cross/relationship selling, in and out-bound calling and product marketing and promotion techniques/campaigns.
  • utilized mortgage, consumer and commercial lending product knowledge and sales techniques to maximize revenue and sales objectives.
  • incorporated advanced product knowledge and sales strategies to determine customer financial needs.


business administration/leadership studies

sacred heart university, fairfield, ct, 1996 c 2001

alpha sigma lambda, member of the national honor society

licensure:  series 6 and 63, sbli licensed, mortgage certified.

professional development: grant writing, empowering self and others workshop, and the franklyn covey seminar on "the power principal" and the "the 7 habits of highly effective people".























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