andre lundy 92 state street - ossining , ny 10562
914) 316-4731 email@example.com
driven manager with expertise in the financial services/banking industry eager to contribute strong operations, business development and customer service skills toward supporting the employer in achieving and surpassing goals.
ø b.s., human services.
ø over eight years of successful business experience.
ø knowledgeable in all facets of effective sales plan development and implementation in the financial services sector.
ø adept in developing business in highly competitive environments.
ø expertise in customer relations and achieving customer satisfaction.
ø skilled in effective financial unit operations.
ø track record of launching new sales territories.
ø comprehensive understanding of business and operations management.
ø focus on relationship development and facilitating repeat business.
ø proven accomplishments in building market share and recognition.
ø track record of achieving challenging revenue objectives.
ø notable presenter, negotiator and facilitator.
ø highly motivated self-starter.
ø well-organized multi-tasker with strong detail orientation.
jp morgan chase - chase bank, various locations 2007 - present
ssa, jefferson valley,
successfully steer broad-scope consumer, investment, small business, and commercial banking/financial service, asset management and private equity operations to maximize performance.
recruited to resolve service issues and achieve customer satisfaction/retention.
contributed to branch sales initiatives and operations management.
key player in two major marketing campaigns.
recipient of multiple bonuses for meeting/exceeding sales objectives.
the bank of
new york, multiple
branch sales manager, peekskill,
promoted to assume responsibility for business development and sales.
directed branch internal marketing and promotional programs.
designed and launched sales activities.
facilitated coaching, deployment and assessment planning.
orchestrated weekly sales team meetings.
met/exceeded all sales goals and achieved gold or silver level rating for four consecutive quarters.
ranked #1 for third quarter of 2006 in bank of
new york s
northern region sales tracking list.
key contributor in driving peekskill branch to attain #1 overall ranking on the branch revenue scorecard for three of four quarters.
successfully referred over $1mm in investment sales.
assistant branch manager, irvington,
advanced to direct daily branch operations.
effectively supervised four tellers and one platform staff.
spearheaded planning and execution of branch internal sales activities.
supported branch operational integrity.
coordinated with regional operations team and sales support staff.
played crucial role in staff development through formal/informal coaching sessions and weekly sales team meetings.
effectively aided branch improve ranking of #20 to #4 on branch revenue scorecard.
utilized financial management strategies and deployment/assessment planning to achieve above contribution.
consistently ranked among top 10 business bankers, personal banking representatives, assistant and sales managers on northern region sales tracking list.
consistently met/exceeded all sales goals.
recipient of gold or silver level rating for 2005 and 2004.
prior to 2003, served the bank of
as a personal banking representative, tarrytown, ny.
in this assignment, provided comprehensive customer service, cross-sold bank
products/services, opened accounts and developed positive customer
relationships. significantly, achieved silver level for meeting sales
quota eight times in four years and was selected for organizational elite
cazenovia college, cazenovia,
bachelor of science, human services, 2000
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