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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

 

xxx-xxx-xxxx (Mxxx-xxx-xxxx (H)

Abc@xyz.com

 

Financial Analysis Professional

Data Analysis ~ Customer Advisement ~ Reconciliation Methods

 

Productive, quality-oriented Financial Advisor eager to contribute exceptional fiscal analysis, business support, and interpersonal relation skills toward optimizing operations of a progressive organization.

 

Qualifications Profile

 

Ø  Strong technical background with the ability to work independently on multiple research projects with in-depth knowledge of investment counseling, planning, core and alternative financial strategies, securities trading and markets, as well as regulations compliance.   

Ø  Comprehensive understanding of the financial trading systems arena due to advanced education and training regarding information management and business practices. 

Ø  Excel in defining and implementing policies, procedures and operational systems that boost productivity, efficiency and quality of operations.

Ø  Competent leader and mentor who is able to create a team environment, including building collaborative relationships, training peers to perform at maximum efficiency, and the capacity to form cross-functional coalitions in order to ensure knowledge is shared across departmental lines.

Ø  Consistently focus on ensuring development of high-standard financial protocols. 

Ø  Proven ability to adapt strong process knowledge and technical skills to diverse organization needs.

Ø  Extensive experience writing technical and financial reports, briefing management, and delivering complex financial plans to customers.

Ø  Technology savvy and proficient in multiple software applications including MS Office Suite.

Ø  Fluent in several South East languages including Hindi, Urdu, Punjabi, and Kashmiri.  Basic proficiency in Swahili.  

 

 

Functional Competencies

 

Ø  Demonstrate dynamic leadership qualities and strong communication skills in successfully steering financial planning meetings and delivering comprehensive strategies.

Ø  Carefully analyze various documents and reports in order to identify and reconcile potentially costly errors.

Ø  Closely examine accounts to balance positions and funds between clients, firms and/or the bank.

Ø  Develop expert plans of action according to specific financial needs, both expeditiously and effectively.

Ø  Ensure critical internal and regulatory compliance as well as data integrity/quality control.

Ø  Capable of in-depth research and data analysis with the purpose of improving efficiency best practices and productivity. 

Ø  Skilled at devising and implementing economic forecasting programs as well as utilizing extensive knowledge of economic climate to benefit the organization.

Ø  Embrace company initiatives and lead process integration efforts throughout various departments.

Ø  Develop and implement numerous protocols and policies with the purpose of identifying and resolving relevant issues in a proactive manner. 

Ø  Work to standardize cross-departmental communication protocols between various departments in order to break down silo mentality and increase knowledge sharing.

Ø  Stay abreast of most up-to-date financial trends and data in order to offer most viable recommendations to clientele base.   

 

 

 

 

Key Accomplishments

 

Ø  Effectively managed over $150 million net worth of relationship and producing organic credit growth over $14 million and new deposit growth over $8 million annually.

Ø  Established and strengthened relationships with banking center customers and prospects.

Ø  Consistently achieved sales and customer service goals.

Ø  Directly contributed to increase in ranking of banking center from 28th in 1996 to 7th in 1997. 

Ø  Led aggressive development of bank s small business client base.

Ø  Instrumental in ensuring bank achieved small business goals and long term viability.

 

 

Professional Career Track

 

Premier Client Manager, Bank of America                                                                                 2004-2009

Division serving high net worth customers with account balances ranging from $500K to $10million.

 

  Primary responsibilities included providing financial, analytical and customer service support for Bank of America s Global Wealth and Management financial center.  Specific functions included;

  Provided leadership for financial planning and account services administration with a focus on revenue and profit growth, productivity and performance improvement, compliance, and customer service;

  Evaluated financial performance and prepared, verified and reviewed statistical data and reports;

  Developed charts, graphs, and written analyses in order to present monthly performance figures to senior managers;

  Performed trends analyses to stay abreast of rapidly changing market conditions;

  Briefed managers on potential problems and provide solutions for meeting program goals.

 

Personal Banker / Loan Consultant, Bank of America                                                            2006-2007

Key member of financial services team for multiple Bank of America banking centers.

 

  Main responsibilities included providing customer service, support, and advisement for a diverse portfolio of consumer banking and lending services.  Specific functions included;

  Provided financial strategies and credit counseling to individual and small business customers;

  Sold financial products and services including credit cards, CD's, IRA's, and loans;

  Developed client trust and strong relationships through quality service, extensive product knowledge, and clear, honest communications;

  Identified opportunities for cross-selling financial products and services;

  Directly supported Mortgage Lending analysis and execution;

  Conducted recurring audits of teller services such as cashier s checks, money orders, ATMS, and the vault as well as prepared audit reports for management;

  Used automated financial systems, spreadsheet, and word processing software for accounting functions, customer account management, report preparation, and communication.

 

 

 

Academic Training & Licensure

                                                 

n MBA C Marketing Management, University of Maryland

n Bachelors Degree C Business Management, University of Maryland

n Coursework Included: Marketing Management, Strategic Market Planning, Financial Decision Making, Techniques of Leadership, Research Methods for Managers

n License C Financial Advisor, NASD Series 6/63

 

 

 

 

 

 

 

Yyyyyy x. yyyyyy

xxx-xxx-xxxx / abc@xyz.com

 

DATE

NAME HERE OF RECIPIENT

NAME HERE OF COMPANY

 

Dear RECIPEINT NAME:

Recent research into COMPANY NAME prompted me to immediately update my resume for your review.   Based on my knowledge of this company, I am very interested in interviewing for STATE POSITION YOU ARE SEEKING. I offer years of progressive advancement in key roles as a Financial Analyst within the banking sector.

 I am skilled at providing expertise regarding comprehensive tasks including data analysis, financial advisement, and strategic planning.  I am astute at developing streamlined processes that will increase operational productivity and reduce the occurrence of costly errors.  I have worked in this field in various forms so I understand many functional aspects of organizational support from many levels and vantage points.

            My peers consider me an exceptionally hard worker and strong team player.  My enthusiasm comes from working directly with clients and streamlining and improving processes as evidenced by my accomplishments and contributions to my past employers.  I am also capable of assimilating into a new environment easily and feel that I could quickly become part of your team.  I enjoy the chance to work directly with various departmental resources in both learning and mentoring fashions. I am selectively seeking a company who is progressive thinking and in need of a professional who can make an immediate and positive impact on productivity and processes.

            After your review of my resume, I hope you will agree that this would be a mutually beneficial arrangement.  I plan to call you early next week. At that time, I can answer questions concerning my background and experience and we can discuss the desirability of an introductory meeting.  Please contact me sooner if you wish to talk before then.  I look forward to speaking with you.

Sincerely,

Yyyyyy x. yyyyyy

                                   

 

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