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yyyyyy x. yyyyyy                                                     0000 xxxxxx xxxx , xxxx , xxxxx 00000



experienced finance professional eager to contribute expertise toward supporting the employer in maximizing operational performance in a commercial banking assignment.


career profile

ø  b.s., business management.

ø  upcoming mba in finance.

ø  over ten years of successful banking and management experience.

ø  holder of series 6, 63 and property/casualty/life/health and claims adjustment licenses.

ø  well-versed in private-party and corporate financial sales.

ø  accomplished creator of strategic business plans.

ø  proven capacity as branch manager.

ø  contributor to increasing overall workplace efficiency and proficiency.

ø  highly skilled in analysis, evaluation and assessment.

ø  deliver exceptional reporting and advisement to senior management.

ø  record of progression to assignments of increasing authority and responsibility with jp morgan.

ø  well-organized multi-tasker with strong detail orientation.

ø  outstanding communications and presentation skill sets.

ø  self-motivated, self-directed individual who adapts to changing environments.


professional experience

jp morgan chase                                                                                                                          2002 - 2009

small business relationship manager, ft. worth, tx (2006-2009)

         promoted to acquire new business, including commercial checking and new funds deposits.

         developed and oversaw implementation of strategic sales and business plans.

         process startup and sba-guaranteed loans.

         identified and solicited new business opportunities for jp morgan treasury services.


branch manager vice president, phoenix, az (2002-2006)

         recruited to direct corporate branch with over $10mm in assets.

         trained and managed staff of 15 financial professionals.

         augmented deposit base to grow revenue stream.

         facilitated retail lending process, loan disclosure and credit analysis.

         analyzed and reviewed client portfolios to determine proper investment strategies.

         expanded revenue from performance level 4 to level 1 in one year.


mosher administrative services, phoenix, az                                                                                 2000 - 2001

senior claims adjuster

         processed claims information, conducted interviews and recorded statements.

         evaluated claimants injuries and medical treatments.

         negotiated with litigants and attorneys to reach monetary settlements.

         finalized bodily injury and property/casualty losses covering mitigating circumstances and loss verification.


state farm insurance, chandler, az                                                                                                1997 - 2000

senior sales associate

         expanded customer base through marketing of products and services to new and existing clients.

         performed risk-management analysis based on client needs and asset profiles.

         solicited prospective clients through cold-calling, business marketing and appointments for insurance reviews.



university of phoenix, phoenix, az

bachelor of science, business management, 2003



professional licensure

property/casualty/life/health/claims adjuster insurance license

nasd series 6 and 63

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