Ø CFA Level I Candidate, December 2009
Ø Licensed Series 6, Series 63, Illinois Life and Health
Ø Excel in defining, developing and executing strategies to capture new business, grow existing accounts and facilitate competitive market leveraging
Ø Dynamic communication, presentation and negotiation skills
Ø Focused on delivering world-class customer service; talent for building/managing client relationships
Ø Strategically prioritize, coordinate and steer projects/workflow to optimize productivity and achieve critical deadlines within fast-paced, time-sensitive and multi-task professional environments
Ø Experienced in training and directing high-performance teams
Ø Proficient in Microsoft Word, Excel, Access, Project, Visio, and Calyx (loan origination software)
Personal Banker, JP Morgan Chase-Arlington Heights, IL 2007-Present
Effectively consult with potential clients to define financial needs and goals and use information to provide customized solutions and optimal financial strategies, leading to high-volume account acquisition; resourcefully maximize sales by cross-selling and up-selling services/products including Mutual Funds and Fixed Annuities
Successfully originate home purchase/refinance, auto and personal loans in challenging market
Actively collaborate with Financial Advisor in financial planning for both potential and existing clientele
Mortgage Consultant, The Mortgage Source-Dublin, OH 2006
Capitalized on opportunity to complete company-sponsored training on diverse sales techniques as well as loan origination for home purchase and refinance
Proficiently used telesales lead follow-up, outbound calling and direct mailers to generate new business and proactively assisted potential clients in determining their financial objectives
Supervisor/Small Business Owner, SMH Inc.-Buffalo Grove, IL 2002-2003
Demonstrated sharp leadership skills in coordinating and directing a productive commercial cleaning team focused on delivering quality customer service
Spearheaded marketing campaigns to generate new clients and persuasively negotiated contract fees
Customer Service Representative, Allstate Inc.-Arlington Heights, IL 2000-2002
Provided superior customer service in support of Motor Club division while taking advantage of opportunity to grow revenue by selling upgraded and value-added services
Partnered with peers in defining strategies to boost account retention and re-capture lost clients
Actively assisted insurance agents in building business by providing quality sales and market data; interfaced directly with agents and clients to cultivate and maintain productive relationships as well as ensure high level of efficiency in servicing accounts
Bachelor of Arts Degree, Economics, Ohio State University-Columbus; August 2007
Hiring Agent Name
I am currently seeking a challenging career opportunity in Finance and am submitting my resume for your review. In advance, thank you for your time and consideration.
As demonstrated in the accompanying resume, I ve been working in the Financial Services industry since 2006 in positions focused on personal banking and home purchase/refinance/ mortgage, auto and consumer loans. I possess strong financial analysis, planning and consulting skills and excel in defining and capitalizing on client needs in order to capture new business and develop existing accounts. I also offer you strong project management, administrative, team building, and small business management, and leadership skills.
Complementing my practical experience, I am a CFA Level I Candidate with credentials including Series 6, Series 63 and Illinois Life and Health Licensure. I also earned a BA in Economics in 2007.
As an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance. I am confident that I could be a valuable asset to your bottom-line performance, and look forward to interviewing with you in the near future.
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