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yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

phone: (xxx-xxx-xxxx

abc@xyz.com

 

objective

 

sales and operations management professional with seasoned background in the financial services and retail banking industry eager to contribute talents toward optimizing revenue growth and client satisfaction for a progressive organization.

 

qualifications profile

 

         innovative, competitive and personable sales leader; exceptional background in business development, branch operations leadership, and personnel development.

         dynamic talents in client relationship management, cost control, and measurably advancing revenue performance; excels in branch profit and loss management.

         exudes self-confidence and clearly communicates goals, interests, and positions during discussions; highly skilled in conveying complex financial information to clients and prospects.

         actively analyzes industry, emerging products, and market trends to plan strategies, effectively promote products and services, and close the deal.

         outstanding blend of expertise in building strong business relationships, setting and attaining aggressive sales goals, and formulating marketing plans.

         meticulous and focused problem solver with track record of executing novel and strategic solutions to meet business goals and needs.

         conscientiously focuses on client satisfaction by accurately assessing needs, solving problems, and inspiring trust and confidence.     

 

professional experience

 

bank of america - global wealth & investment management, chicago, il, 2005 to 2008

client manager / assistant vice president

  • proactively source and attract new clientele having an average minimum balance of $1 million in assets.  

         ranked 5th out of 19 client managers on national scorecard for chicago market, 3rd quarter 2007, and placed 1st for client delight score ; winner of outstanding performance award.

         seamlessly migrated 95% of banking center referrals to premier by effectively identifying qualified leads resulting in a 88% qualified portfolio.

         partnered with financial advisor to improve investment penetration by 50%, ending 4th quarter 2007 by exceeding investment production goal by 110%.

         increased overall sales production 105% in less than one year by executing 25 sales calls daily; ranked among top 10% for sales performance in 3rd quarter of 2007.

         diligently conduct weekly analysis of industry trends and market conditions to successfully increase deposits up to 15% quarter over quarter.

  • participate in various community events to secure new business, increasing client acquisition by 20% compared to goal of 10%.

 

bank of america, wheaton, il, 2003 to 2005

banking center manager / assistant vice president

  • applied dynamic leadership expertise to hire, train, and supervise 12 employees; devised work schedules and delegated specific tasks.

         proficiently directed daily sales operations and led personnel to achieve 89.3 in mystery shop scores compared to previous results of 67.

 

continued ►

 

professional experience continued                                                             yyyyyy x. yyyyyy ~ page 2 of 2

 

         championed efforts to surpass sales production target by 131% of credit card goal, 207% of total application goal, and 141% of total booked consumer real estate loan target. 

         significantly strengthened brand recognition and portfolio growth via direct mail marketing materials and onsite promotional events.

         expanded client base by 20% through monthly meetings with other lines of business partners to assemble and orchestrate demand-generating events.

         steered compliance with corporate standards and policies, earning a passing score on center s first operational audit.

         administered weekly coaching sessions to facilitate and maximize associate development and growth.

  • won numerous outstanding achievement awards for: perfect lobby leader shop; quality checking score of 4.38; capturing 55% cross-sell ratio of credit card to checking; and deposit growth exceeding $1.1 million in december 2004.

 

us bank na, des plaines, il, 2001 to 2003

branch manager / assistant vice president

         leveraged exceptional organizational strengths to hire new personnel, analyze customer service effectiveness, and administer training initiatives geared to fortify sales results, customer satisfaction, and consistent revenue growth.  

         slashed customer service complaints 70% by retraining operations staff, and mentored 2 associates to achieve internal promotions, exhibiting impressive staff development talents.

         boosted loan production 102.8% through strategic collaboration with local real estate agents. 

         teamed with financial consultant in uncovering qualified leads and coaching staff to exceed growth targets for investment income by 250%.

         cultivated and maintained small business relationships to increase sba and small business loan goals.

 

bank one na, gurnee/buffalo grove, il, 1997 to 2001

banking center manager / assistant vice president

         increased deposit portfolio against 2000 plan by 115% and successfully captured 158% growth for consumer and business loans.

         spearheaded efforts to rank 8th out of 920 banking centers nationally in 2000.

         presented with commitment to excellence award and outstanding achievement award for superior investment sales performance in 2000.

         increased small business loans 45%-70% through meticulous credit analysis and exemplary decision-making skills.

         enhanced branch profitability by 50% while decreasing expenses by 20% monthly via development and launch of extensive loss prevention program.

         grew investment income between 95%-180% by coaching staff to tenaciously uncover qualified leads and set appointments; personally met with clients and secured business.  

         exercised well-honed motivational attributes to train, manage and empower 4 relationship bankers and 1 assistant manager; led several bankers to earn promotions and sales superstar awards .

         oversaw branch operations, reviewed quarterly/monthly audits, and handpicked to participate in division s management sales training program.

 

earlier experience includes role as account executive / assistant branch manager, first national bank of chicago, gurnee, il, 1996 to 1997.

 

education & professional development

 

mba degree (in progress), morris graduate school of business

 

six sigma black belt certification (in progress), university of illinois

 

bachelor of arts and science degree in english & law, western illinois university, 1995

 

series 6/63 licenses

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