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18122 holly bend dr. - houston, tx 77084


yyyyyy x. yyyyyy

yyyyyy x. yyyyyy

driven, results-oriented sales professional eager to support the employer in optimizing revenue and profit performance. skills include: communication, business development, strategic planning, account management, client servicing and closing talents. extremely motivated and seeking to exceed expectations and build a long-term career.



ø  offer progressive experience in sales, customer services and account management, with comprehensive background in strategic planning, business development and team building.

ø  excelled in defining and penetrating lucrative markets and capitalizing on opportunities to strategically drive business growth.

ø  maximized sales by designing and launching proactive campaigns, developing existing accounts, generating new business through cold calling, referrals and leads follow-up, and customizing sales strategies to address client-specific needs and markets.

ø  maintained a successful pipeline of $8.6 million in loans and $1.4 million in deposits at regions private bank by applying exceptional sales and closing skills.

ø  successfully achieved $15k in investment revenue, $2 million in deposit production, and $1.5 million in loan production in q4 2007 at compass bank.

ø  recognized by senior management at jp morgan chase bank for outstanding sales production with small business banking products; named small business champion.

ø  named workplace checking specialist for exceptional new account acquisition at jp morgan chase bank.

ø  achieved numerous corporate recognitions at fidelity investments, for outstanding work performance, excellent customer service and contributions to product campaign within business unit.


professional experience

regions private bank, houston, tx                                                                                      2/2008-6/2008

assistant vice president/private banker


  applied dynamic teleconsulting and profiling skills toward actively prospecting, developing new business, and meeting departmental goals.

  successfully identified and met the deposit, credit, investment, and trust needs of high net-worth clients, with strong focus on optimizing productivity, efficiency and quality of services.

  contributed to business development in an assigned geographic territory by using proactive prospecting techniques to generate new non-bank customers for regions private banking services.

  collaborated directly with retail branches to ensure all private banking flagged clients are serviced. 

  position eliminated due to staff reductions and current market conditions.


compass bank, houston, tx                                                                                               6/2007-2/2008

assistant vice president/senior preferred client officer


  proactively built and established key relationships and liaised with clients in the preferred client program.

  successfully promoted superior service and exceptional customer satisfaction by promptly resolving issues and preventing escalation.

  provided proactive and consultative advising to recognize/meet client needs and create personalized solutions.

  collaborated with business partners and banking channels to ensure a seamless experience for the bank s most valued clients. 

  exhibited strong communication skills in acting as the single point of contact in responding to customer inquiries, troubleshooting problems and delivering service education.

  position eliminated due to merger with bbva.



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wachovia bank, houston, tx                                                                                               5/2006-6/2007

financial center manager


  contributed dynamic leadership skills in actively mentoring, motivating and coaching employees, playing a solid role in supporting the development of top-performing team members.

  designed and developed specific strategies and monitored progress to meet and exceed goals and yyyyyy x. yyyyyys.

  spearheaded diverse administrative activities ranging from staffing, training and performance evaluation to workflow planning, policies/procedures development and client relations management.

  effectively increased business development by actively participating in local community and civic organizations.

  position eliminated due to acquisition of world savings bank.



jp morgan chase bank, houston, tx                                                                                   1/2005-5/2006

senior branch office/personal banker


  attained retail and investment sales goals by exploring each customer s financial profile and providing financial products and solutions.

  steered p&l management, operations management, staff development and client relations management, demonstrating exceptional multitasking and organizational abilities in achieving operational goals and timelines.

  relied upon for extensive knowledge of various loan products and underwriting processes. 

  conducted comprehensive review and analysis of each customer s financial profile to identify and provide financial products and solutions to meet their needs while attaining retail and investment sales goals. 


fidelity investments, westlake, tx                                                                                       2/2004-8/2004

financial representative

  innovatively developed and launched targeted sales and marketing strategies to maximize performance.

  efficiently set up and modified accounts, executed account transactions and trades, provided product education and resolved any account issues. 

  maintained full accountability for servicing retail products for corporations including employee stock option plans, complete rollover services and retirement consulting.


prior experience


finance and technology consultant - tecaso consultants llc; 7/2002-2/2004

student analyst - ubs financial services; 5/1999-1/2002

supplemental instructor - texas a&m university; 1/1998-5/1998

student intern for mis department - eog resources; 5/1997-1/1998


education & professional development/training

  b.s. in geosciences, minor in business administration - texas a&m university (college station, tx)

  successfully completed rigorous curriculum including: managerial accounting, macro economics, micro economics financial management & financial accounting

  certifications/license: nasd/nyse series 6, nasd/nyse series 63, state of texas insurance license


educational honors & awards

texas a&m university opportunity award scholarship

texas a&m university academic excellence scholarship

west side optimist club scholarship

rebecca reeve/volvo opportunity award scholarship

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