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andre lundyxxxxxx yyyyyyyyyyyyy x. yyyyyy 92 state street - ossiningxxxxxx, nyxxxxxx 10562xxxxxx0000 xxxxxx xxxx , xxxx , xxxxx 00000

                                                                                                                           (914) 316-4731xxx-xxx-xxxx





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.


career profile

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.


professional experience

jp morgan chase - chase bank, various locations                                                                      2007 - present

ssa, jefferson valley, nyxxxxxx (2008-present)

       successfully steer broad-scope consumer, investment, small business, and commercial banking/financial service, asset management and private equity operations to maximize performance.


ssa, peekskill, nyxxxxxx (2007-2008)

       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 yorkxxxxxx, multiple locations                                                                            2000 - 2007

branch sales manager, peekskill, nyxxxxxx (2006-2007)

       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 yorkxxxxxx 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.


andre lundyxxxxxx yyyyyyyyyyyyy x. yyyyyy

page two





assistant branch manager, irvington, nyxxxxxx (2003-2006)

       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.




earlier background

prior to 2003, served the bank of new yorkxxxxxx as a personal banking representative, tarrytown, nyxxxxxx.  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 sales team.





cazenovia college, cazenovia, nyxxxxxx

bachelor of science, human services, 2000



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