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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

xxx-xxx-xxxx 

abc@xyz.com

 

Financial Services Executive

Merchant Services ~ Marketing Methodologies ~ Client Relations

 

Performance-focused Banking Professional and Business Development Strategist with numerous years in the merchant services sector. Eager to contribute practical experience toward actively supporting a dynamic organization in maximizing results.  Demonstrated ability to increase corporate bottom line by identifying and communicating business-critical information. Strong background in implementing improvements that reduce costs and increase revenue. Solid track record of managing relationships with teams and providing superior service to customers and business partners.

 

Qualifications Profile

 

Ø  Strong credit processing background with the ability to work independently on multiple projects simultaneously with specialized knowledge of financial analysis tools, outside sales methodologies, client development practices, presentation skills, as well as forming collaborative relationships both internally and externally.   

Ø  Comprehensive understanding of the credit processing arena due to advanced training regarding information management, communications, and marketing practices.  Understands how to utilize this knowledge for the benefit of the merchant.

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 operational protocols. 

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

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

 

 

Functional Competencies

 

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

Ø  Possess strong consumer credit, finance, sales, compliance, and sales presentation skills.

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

Ø  Successfully contribute to business development by using proactive prospecting techniques to generate sales, applying advanced communication and interpersonal relation skills.

Ø  Use knowledge of markets to effectively introduce products and services.

Ø  Strategically diversify revenue streams and grows sales by expanding primary service lines into new markets.

 

Select Achievements

 

Ø  Increased deposit base from $75 million to $105 million. (Valley National)

Ø  Increased deposit base from $127 million to 153 million.  (BOA)

Ø  Successfully created staff of proactive, competent individuals and an environment with unparalleled teamwork through leadership and the appropriate coaching techniques. (BOA)

 

Professional Career Track

Assistant Vice President / Branch Manager, Valley National Bank                                     2005-Present

 

  Assess, develop, and implement strategies which have contributed to the overall growth and profitability of branch.

  Ensure regulatory and operational  compliance at all times.

  Build and expands customer relationships including the development and implementation of a business development call program.

  Continually develop network of customers (commercial, retail and individuals) and community members and associations. 

  Deploy creative activities to drive revenue growth. 

  Continually work toward achievement of established personal, sales and service quality performance.  Successfully created staff of proactive, competent individuals and an environment with unparalleled teamwork through leadership and the appropriate coaching techniques.

  Responsible for hiring, staffing performance appraisals, promotions, salary recommendations, and terminations. 

  Develops and manages the branch and individual sales process to include sales skills proficiency and product knowledge.

  Responsible for New Business Development of commercial, retail, term loans, lines of credit, mortgages, home equity in addition to demand deposits.    

 

Assistant Vice President / Branch Manager, Bank of America                                                2002-2005

  Assessed, developed, and implemented strategies designed to contribute to overall growth and profitability of branch. 

  Developed extensive network of customers (commercial, retail and individuals) and community members and associations. 

  Deployed creative activities to drive revenue growth. 

  Worked toward achievement of established personal, sales and service quality performance.  Responsible for hiring, staffing performance appraisals, promotions, salary recommendations, and terminations. 

  Responsible for New Business Development of commercial, retail, term loans, lines of credit, mortgages, home equity in addition to demand deposits.

 

Pension Administrator, Kingsbridge Financial Services                                                             2001-2001

  Managed and Administrated 401(K) plans.

  Answered key questions from participants regarding 401(K) plans.

  Interacted with plan trustees and diagnosed and offered solutions to problems within plan specifications.

  Processed investment changes, allocation adjustments, 401(K) loan and disbursements.

   Reviewed participants quarterly statements and oversaw processing of new pensions plans.

  Conducted bookkeeping, accounting and 5500 reporting.

Earlier Experience

- Assistant Service Manager, Merrill Lynch

- Service Support Controller,  Merrill Lynch

  Education / Training / Memberships

 

n Financial Coursework Completed - Annuities, Mutual Funds, Commercial Lending, Financial Statement Analysis, Credit Scoring, Mortgage Lending and Computer Programming.

n Training C Numerous In-House and external Banking and Securities Seminars, Arkansas State University

n Affiliations C Referral Network of New Jersey (President), Middlesex Chamber of Commerce, Woodbridge Chamber of Commerce

 

 

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 Branch Manager and Business Development Executive within the banking sector.

 I am skilled at providing expertise regarding comprehensive tasks including budgetary analysis and strategic growth, project management, training and development, financial analysis and viability analyses, hiring and retention protocols, client support, research, and a strong background in all aspects of human capital development.  I am astute at developing streamlined processes that will increase operational productivity and reduce the occurrence of costly errors.  I have worked as a support expert in various forms, so I understand many functional aspects of finance and operations from many levels and vantage points.

            Additionally, I am an exceptionally hard worker and my peers consider me a 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,

Matt Wasserman

                                   

 

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