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yyyyyy x. yyyyyy

(xxx-xxx-xxxx •



profile of qualifications


profit-focused financial management professional specializing in team building, strategic analysis, program development, process improvement, and client relations eager to support an employer in maximizing bottom-line results.  top-performer with the ability to make decisions which reflect positively on business productivity, corporate well-being, and client satisfaction.  excellent communicator who can plan, delegate, and complete multiple assignments within deadline-driven environments.  integral leader with a successful track record of developing and coaching staff to achieve organizational goals.  ambitious self-starter who demonstrates proven abilities to build strong relationships with all business representatives through to executive level.



key areas of expertise


operations management                       team building                                               budget control                                  client relations

strategic analysis / planning                  sales / marketing                                           program development                      process improvement

training / development                         high-risk account management                   workflow prioritization                       customer service



career highlights


         spearheaded district-wide deposits growth in excess of 100%-to-goal throughout 2008 c 2009 to include attaining stack rankings of #2 and #4 out of 24 competitive districts during a 3rd quarter within 5 goal categories.

         recognized as companywide 3rd quarter leader for 2009 for total investment sales at 142% of goal.

         successfully promoted 7 regional internal candidates to management roles from 2006 to 2009.

         led region in small business production (i.e. deposits, loan production, number of relationships), along with achieving prestigious honors as the top small business producer in district by exceeding 100% of goal in most quarters.

         strategically steered over $100 million in credit / finance functions and managed branch investment sales to exceed $2 million.

         improved overall sales force discipline to achieve stronger cross-sales performance and boost bottom-line results.

         reduced percent of delinquencies with uncollectable funds not to exceed $100,000 annually via sharp fiscal management practices.

         developed and nurtured valuable relationships with new / existing clientele to enable deposits to regularly exceed double-digit growth.

         played a vital role in achieving bank success within the workplace banking program.



professional synopsis


         applied dynamic leadership talents toward directing all financial operations to include managing annual budgets of up to $2 million and planning / delegating results-focused staff assignments to optimize use of resources and meet key companywide objectives.

         utilized broad scope of industry and professional services knowledge to proficiently analyze individual customer needs, design / sell customized financial programs, and promptly respond to / resolve diverse client concerns and business challenges.

         formulated strategic decisions based on regular business data / summaries to include proactively identifying lucrative market opportunities to increase sales and ensure continued industry dominance.

         built solid policy analyst / case handler teams by successfully recruiting, developing, and managing staff to achieve desired operational goals, as well as to to encourage low turnover rates, high levels of company loyalty, and superior client relations support.



professional experience


vice president / district manager retail banking, associated banc-corp, st. louis park, mn                                          2006 c 2009

vice president / bank manager / investment representative, us bank, wayzata, mn                                                              2000 c 2006

vice president technology training, dain rauscher, minneapolis, mn                                                                                 1999 c 2000

associate manager policy owner relations, prudential, minneapolis, mn                                                                            1996 c 1999


additional professional roles held prior to 1996



education and licensure


master of business administration (management emphasis)                                                                                        hamilton university

bachelor of science in business                                                                                                                                            university name


licensed life / accident / health insurance • series 6 registered representative • series 26 registered principle

fellow national institute of credit & financial management


yyyyyy x. yyyyyy

(xxx-xxx-xxxx •











hiring agent name


company name


city/state/zip code




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 organization, and am confident that my broad range of professional skills can meet and / or exceed your key objectives.  i can offer over 13 years of solid financial management, program development, and team building experience, and am well-versed in all facets of strategic analysis, process improvement, and client relations.


to compliment my background, please note that i achieved an mba from hamilton university and a b.s. in business from university name.  i am also licensed in life / accident / health insurance, am hold valid series 6 registered representative and series 26 registered principle titles.


within my most recent role as vice president / district manager (retail banking) for associated banc-corp, i spearheaded district-wide deposits growth in excess of 100%-to-goal throughout 2008 c 2009, along with attaining stack rankings of #2 and #4 out of 24 competitive districts during a 3rd quarter within 5 categories.  in addition, our district was recognized as a companywide 3rd quarter leader for 2009 in total investment sales at 142% of goal.


during this time, i also applied my dynamic management talents toward directing top-performing staff to include successfully promoting 7 internal candidates to supervisory roles within a 3-year period.  as this is just a sampling of my accomplishments, please kindly refer to my enclosed resume for additional experience and achievements.


you will find me to be a client-focused professional who can contribute superior attention-to-detail and sharp analytical abilities.  in addition, i can plan, delegate, and complete multiple individual- and team-based assignments within fast-paced, deadline-driven environments while streamlining business and financial processes to increase productivity and efficiency.  for the sum of these aforementioned reasons, i believe i will prove to be an incredible asset to your company.


i look forward to hearing from you in order to discuss an available opportunity for which i am qualified.  i may be reached as indicated, and thank you in advance for your time and consideration.






jens j. juul

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