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yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 • (xxx-xxx-xxxx •



career objective

results-driven, solutions-focused and detail-oriented team player desiring a challenging and progressive branch management role within a dynamic and successful financial institution.




ø  offer over 17 years of solid and progressive executive-level consumer finance experience, including expertise within marketing, performance analysis, and customer service capacities.

ø  adept at blending strong decision-making abilities with outstanding organizational skills, solid leadership attributes, and successful interpersonal relationship-building techniques.

ø  apply sharp problem-solving proficiencies, intelligent business acumen, and cost-effective strategies, along with exceptional written and verbal communication skills, to any professional environment.

ø  capable of staying focused and maintaining a calm demeanor in high-pressure situations while exhibiting high quality, diplomatic customer / client services interaction both in person and via telephone.

ø  contribute proactive planning, developing, and implementing of sales campaigns / promotions to expand utilization of bank s products and services.

ø  able to effectively maintain cross-sell ratios by peeling the onion , while profitably offering and closing the sale on all banking products to both new and established clientele.

ø  skillful at performing independently or within a team to exceed all operational goals and objectives.


~ key achievements ~


~ ranked #1 for district new hires • achieved 2nd place for new product launch ~

~ branch awarded most profitable in new business checking ~

~ supported level 1 branch in achieving level 3 status ~

~ brought in high net-worth clients to bank ($200,000 - $10 million) ~

~ obtained satisfactory operation audit / compliance by reducing repeat exceptions ~


professional experience


union bank of california, los angeles, ca

assistant vice president / customer service manager                                                                  2007 c 2008

ø  maintained responsibility for all branch operations, including providing optimal customer service through the management of financial resources, analysis of branch activity, promotion of sales referrals, and compliance with all bank-based policies and procedures.


city national bank, santa monica, ca

assistant vice president / financial sales manager                                                                     2005 c 2006

ø  effectively marketed all corporate-based business banking products, as well as recruiting new business by canvassing and cold calling from bank-provided lists.

ø  oversaw the operations of the financial center in the branch manager s absence.

ø  successfully partnered with nova merchant services.


wells fargo bank, los angeles, ca

business banking specialist                                                                                                       2004 c 2005

ø  optimally offered all business banking products to both new and existing customers through effective marketing techniques such as cold calling, offering open houses, and profitably assessing client needs.

ø  performed daily sales re-caps, stage coaching, and efficient and productive relationship building.


~ additional key experience ~


assistant branch manager, washington mutual bank, los angeles, ca                                     2000 c 2004

operations manager, cal fed bank, century city, ca                                                                 1991 c 2000


professional education



certificate of completion, how to deal with difficult people                      gehegan and associates training

certificate of completion, certified in getting past the gate keeper          gehegan and associates training

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