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Yyyyyy x. yyyyyy                0000 xxxxxx xxxx , xxxx , xxxxx 00000



Career Objective                                                                                            

Results-driven Sales & Administrative Professional eager to contribute dynamic management, team-building and client servicing skills toward actively supporting a progressive organization in optimizing performance



Ø  Offer approximately 8 years progressive experience in the Financial Banking Industry, with comprehensive portfolio management background.

Ø  Effectively define, develop and implement targeted action plans to maximize operational productivity, efficiency and profitability.

Ø  Proactive leader who successfully recruits, trains/develops, mentors and leads top-performing teams committed to providing superior service.

Ø  Dynamic communication, presentation, relationship building and problem-solving abilities.

Ø  Excel at interacting with broad populations including senior management, staff and clients.


Areas of Expertise                                                                                         

Business Process & Project Development                      Customer Service & Strong Relationships

Identifying Implications & Problem Solving                     Operations Management

Develop Training Program For New Hires                        Team Building, Motivation & Leadership

Internal Accounts & Monthly Reconciliation                     Portfolio Management & Financial Reporting


Key Achievements                                                                                            

Ø  Proactively improved customer retention through ongoing service calls at Wells Fargo Bank.

Ø  Successfully managed and directed $3 million merchant portfolio, with strong focus on optimizing productivity and quality of services at South Trust Bank.

Ø  Conducted comprehensive review and analyses at South Trust Bank in order to develop and execute daily reporting forms and increase quality control and customer service relations.

Ø  Directly controlled a $5 million portfolio at South Trust Bank and administered various asset management functions.


Education & Professional Training                                                            

Business Management Major (Currently in Progress) - Lone Star College, 2008-Present

Spanish Courses - Cy-Fair College, 2005-2006                                       

Real Estate Inspection Course - Houston Community College, 2002                                           

Criminal Justice Courses - Central Texas College, 1994-1995                                          


Professional Experience                                                                               

Amegy Bank                                                                                                                 2007

Treasury Management, Client Service Representative

  Contributed dynamic management and multitasking skills in monitoring systems, reporting and problem resolution.

  Applied industry expertise and strong communication skills toward acting as first point of contact in responding to customer inquiries, troubleshooting problems and delivering treasury and cash management product education.

  Promoted superior customer service; tracked and ensured accurate and seamless delivery of treasury management services to clients.

  Maintained full accountability for managing client deliverables and reporting.


Wells Fargo Bank                                                                                                                      2004-2007                                           Field Service Consultant Team Lead

  Proficiently executed installation, training and setup of new and existing clients, while organizing, tracking and preparing materials and resources, demonstrating exceptional project management and organization skills in achieving operational goals and timelines.

  Exhibited solid leadership abilities in monitoring, assisting and mentoring new hires with compliance training; oversaw new and updated training material for new hires.



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South Trust Bank                                                                                                                       1999-2004                                           Merchant Account Representative (2002-2004)

  Resourcefully implemented sales, service and setup of new merchant customer accounts supporting enterprise-wide operations.

  Trained new Service Representatives entering the division to aide in task completion and educated new employees on new merchant account activations.

Private Banking Representative (2001-2002)

  Steered all support functions relating to the delivery of traditional non-traditional products and services aimed at targeting specific markets.

  Built and established key relationships with senior management, staff and clients, as well as outside professional and executive management.

  Demonstrated strong financial knowledge and industry experience in preparing loan packages and customer documents and managing portfolios.

Operations Manager (2000-2001)

  Spearheaded diverse administrative activities ranging from staffing, training and performance evaluation to site operations inventory control, financial reporting and monthly reconciliations.

  Motivated team members to achieve higher sales penetration through proactive marketing strategies and campaigns.

Teller - Financial Service Floater (1999-2000)

  Consistently met monthly account retention forecasts and quarterly survey goals.


Professional Affiliations                                                                             

Volunteer - Financial Literacy, 2001-2002

Co-Chair - The Women s League Central Texas Chapter, 2003-2004

Chairperson - South Trust Bank Quality Council, 2001-2004

Waste Management Volunteer - Feed the Hungry, 2004-2005




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