yyyyyy x. yyyyyy

(xxx-xxx-xxxx • abc@xyz.com

 

 

solutions-focused business specialist eager to offer 10+ years of cross-functional operations management, process improvement, team building, training / development, regulatory compliance, and client / customer services experience within high-volume environments toward optimizing a progressive employer s bottom-line performance.

profile of qualifications

 

         top-performer who makes decisions to reflect positively on business profitability, corporate well-being, and client satisfaction.

         excellent communicator who evaluates workflow methods to streamline operational processes and improve staff productivity.

         proficient multitasker who plans, prioritizes, and manages team and individual tasks within deadline-driven environments.

         integral leader who seamlessly handles confidential responsibilities while maintaining high-quality service levels.

         ambitious self-starter who demonstrates superior attention-to-detail and sharp analytical abilities.

key areas of expertise

 

operations management               client / customer service             strategic planning / analysis            process improvement

team building / training               regulatory compliance                 business development                     data / records management

performance evaluations              productivity reporting                   workflow prioritization                      policy / procedure development

professional synopsis

 

 

senior wealth management assistant (2009 c 2010)

         applied dynamic leadership talents toward directing high-net-worth client accounts management and maintenance activities to include providing objective financial consultations to ascertain individual goals, as well as analyzing key customer relationships.

         maximized bottom-line results by compiling and reviewing monthly productivity reports, daily pricing, and transactions on trust / rite software, along with posting client account dividends and interests and researching cost basis as requested.

         ensured seamless business processes by organizing and issuing bi-weekly educational newsletters for retail staff.

 

branch manager (2007 c 2009)

         drove business growth by recruiting, training, and managing top-performing financial teams to include providing audit response and readiness for safe deposit, ira, and daily retail operations for 2 high-volume downtown offices.

         expertly prepared and adhered to daily operating and expense budget reports to optimize branch revenue, along with directing ira systems / electronic forms conversions and managing all fee reversals and rate increase requests.

         contributed regulatory compliance knowledge toward developing presentations, marketing, and educational resources for staff regarding strict ira practices / procedures to include updating data as necessary per federal regulations / changes.

 

assistant branch manager (2000 c 2007)

         strategically steered comprehensive main branch operations to include directing employee recruitment / training processes, safe deposit functions, regulatory compliance, policy / procedure development, and ira / tax documentation management.

         utilized broad scope of industry and professional services knowledge to promptly respond to diverse client needs and effectively resolve key financial challenges, along with successfully providing multifaceted customer account management support.

         led the development of targeted business decisions by profitably analyzing monthly productivity reports to include creating, implementing, and evaluating current procedures to guarantee operations compliance and continuous improvement.

 

additional professional roles held prior to 2000

professional development & technical summary

 

northern new england school of banking program (graduate)                                                              university of new hampshire

 

team leadership / training • time management • operations management • vendor relationships • community outreach

policy / procedure administration • conflict / dispute resolution • cross-functional team building • counseling / coaching

 

trust / rite software • decision support systems • dos • microsoft word • microsoft excel • coin / texlon machines

community affiliations

 

concord chamber of commerce (member) • concord family ymca board / committee (member)

united way (volunteer) • penacook community center / concord spca / concord hospital s payson center (benefit walk volunteer)

yyyyyy x. yyyyyy

(xxx-xxx-xxxx • abc@xyz.com

 

 

 

 

 

 

 

 

date

 

 

hiring agent name

title

company name

address

city/state/zip code

 

dear__________________:

 

i am currently seeking a challenging [ insert job title ] role, and am submitting my resume for your review.

 

i am excited to build a rewarding career with your company, and am confident that my professional skills can achieve your key objectives.  i can offer 10+ years of solid experience in operations management, team building, and client / customer services, and am well-versed in all facets of strategic planning / analysis, process improvement, regulatory compliance, and training / development.

 

during my long-time career with merrimack county savings bank, i successfully held roles as senior wealth management assistant, branch manager, and assistant branch manager.  within these positions, i applied my dynamic leadership talents toward recruiting, training, and managing top-performing teams; adhering to strict operations and expense budgets; providing broad scope of financial services support; and compiling, reviewing, and analyzing monthly business reports to improve productivity and profitability.  as this is just a sampling of my job history, please kindly refer to my enclosed resume for additional experience and targeted proficiencies.

 

you will find me to be a solutions-focused professional who can contribute superior attention-to-detail and sharp analytical abilities.  in addition, i can plan and delegate multiple tasks within high-pressure, deadline-driven environments while streamlining operations / administrative processes to increase efficiency and quality.  for the sum of these aforementioned reasons, i believe i will prove to be an incredible asset to your team.

 

i look forward to hearing from you, and thank you in advance for your time and consideration.

 

sincerely,

 

 

 

susan schoenfeld