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Yyyyyy x. yyyyyy

6631 W 80th Place ¹ Xxxxxx, CA xxxxxx ¹ xxx-xxx-xxxx ¹

Financial Analyst Candidate

Experienced Professional with a track record of driving exceptional sales and revenue performance in the Financial Services Industry.  Reputation for delivering world-class customer service and exceeding goals for customer retention and satisfaction.  Proven ability to maintain balanced sales despite current economic challenges.  Seeking a Financial Advisor position where I can lead the operation to exceptional growth through, customer relationship building, process improvement and strategic planning. 

Currently Pursuing CFA and CPA Certification


Professional Profile


w  Develop and cultivate trusting business partner relationships with clients, gained reputation as a knowledgeable representative with unquestionable integrity and the client s best interested at heart.

w  Exceptional public speaking talent; ability to engage, mentor and motivate others through presentations, motivational speaking and storytelling.

w  Produce exceptional results with tenacity, self-confidence, and an ethical character that elicits respect.

w  Accountable in a high-profile executive role, overcome complex business challenges and make high-stakes decisions within fast-paced, high-pressure environment using experience-backed judgment, innovation, strong work ethic and integrity.  

w  Expertise in financial products and services, decision making, forecasting and analysis, and account management.


Professional History


PM Factors Bancorp C Account Manager (2004 to Present)

w  Drive business development and relationship building strategies for lending operation to capture market share and maximize revenue goals; recently acquired Wal-Mart contract to provide funding for growth initiatives in the Xxxxxx area.

w  Create and execute aggressive weekly and monthly sales goals; develop comprehensive and persuasive customer presentations based on information generated from needs analysis, recommend products to meet clients goals.

w  Develop lucrative business relationships, network for new opportunities and provide superior client relations resulting in repeat business and referrals.


Transenergy USA C Financial Analyst (2003 to 2004)

w  Conducted complex credit investigations and analyzed pertinent data to make recommendations for credit lines and loans for corporate clientele.

w  Analyzed loan requests, studied financial statements, tax return documentation and borrower application to make appropriate recommendations; maintained accountability for final determinations.

w  Forecasted future repayment ability by analyzing historical data, balance sheet and current economical conditions.


Bank of America NA C Client Service Manager/ Sales (2000 to 2003)

w  Established and maintained superior client relationships and performed business development activities to drive the sale of financial products and services including; Credit Cards, CD's,  IRA's and Consumer and Commercial Loans.

w  Proactively greeted clients, identified client needs and cross sold products averaging 10-15 new accounts per day.


Wells Fargo Bank - Lead Teller (1999 to 2000)

w  Balanced currency, coin, and checks in cash drawers at ends of shifts; cashed checks and paid out money after verifying that signatures were correct, identified client interest and suggested products that fit their needs.

w  Ensured tellers were in compliance of operational and regulatory requirements, scheduled workflow, approved transactions and resolved customer inquiries/problems as needed.



Xxxxxx State University, Northridge - Bachelors of Science, Finance & Real Estate

CFA (Chartered Financial Analyst) Level 1 Candidate C Examination  June 2010

Yyyyyy x. yyyyyy

6631 W 80th Place ¹ Xxxxxx, CA xxxxxx ¹ xxx-xxx-xxxx ¹







Address 1

Address 2





Date Here



Dear <Name Here>,


I have enjoyed much success in my career as a Business Development and Financial Analyst Executive and am ready for additional responsibilities and challenges.  Please accept this letter and the attached resume as application for the position of <position here>. I am convinced after reading the description for this position on <location of job ad here>, that I am the ideal candidate for the job.


I have an excellent track record of cultivating business relationships and executing plans to secure sales in the Financial Services industry.  I am eager to integrate my valuable experience and advanced education into a Financial Analyst role with a progressive organization offering opportunities for success.


 I have been highly successful in driving aggressive sales goals and am known for my dedication to customer service.  According to the job description for <position here>, you are seeking someone with the ability to <choose something from the job description here>.  I am well versed in <specific here> and know that I could be an integral member of your team.


I would like to be considered for a position with <organization here> in which someone of my background could make a contribution. As a proven leader, I believe it would be mutually beneficial for us to meet.  I will contact you within a week to arrange for an interview. Should you require any additional information, I can be contacted at the phone numbers listed above.


Best Regards,
















Yyyyyy x. yyyyyy

6631 W 80th Place ¹ Xxxxxx, CA xxxxxx ¹ xxx-xxx-xxxx ¹






Mr. (Ms.)


(Address 1)

(Address 2)



Dear Mr. _________________


It was a pleasure (speaking with you/meeting with you) on the (date for example, 19th of February or 3rd of July). I would like to take this opportunity to thank you for the time you spent with me, as well as to express my appreciation for the information you offered. I am still very interested in the (name of position) position, and I am convinced now, more than ever, that it is the right job for me. I feel my background and qualifications prepare me well for just the sort of challenges and responsibilities we discussed.


Again, thank you for considering my qualifications. I enjoyed our talk, and am available at any time to provide you with any more information you may need. I look forward to hearing your decision.







Your Name
















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