High-performing financial services professional seeks challenging growth opportunity to contribute broad private and retail banking experience toward boosting bottom-line performance of dynamic company

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Ø  Overachieving banking/sales veteran who thrives at developing new business and client relations

Ø  Consistently meet and exceed sales/revenue goals at regional and national banking institutions

Ø  Ability to clearly define and execute targeted new business development strategies vital to boosting company performance; Exhibit keen sense for integrating effective technical and quantitative analysis

Ø  Show peerless communications skills, specializing in the area of affluent private banking clients

Ø  Enthusiastic team-oriented leader with strong ability to strategically optimize employee performance

Ø  Offer significant background in selling/marketing IT and Communications-related services/networks

 

Key Achievements

 

Ø  Bank of America, N.A. - Exceeded sales goal of $2.6 million in per quarter credit last year; Grew existing deposits by more than $7 million last year;  Recorded $4.5 million in loan product sales in first quarter 09; Referred in excess of $20 million in investment-related products in 2008

Ø  Netopia Inc. C Achieved quarterly revenues of $1.8 million, earning top East Coast sales rep status

Ø  First Union Bank, N.A. C Made elite President s Club in 1998, placing in the region s top 10% in sales

Ø  Central Fidelity Bank, N.A. C Finished No. 1 companywide in sales, generating 10% of department s annual $50 million sales goal

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Bank of America, N.A., McLean, VA                                                                                2006-Present

Client Manager

 

  Manage 400 clients and $200 million portfolio, achieving Tier 2 company ranking in 2007-2008

  Excel at strengthening existing client base and acquiring new clients in affluent market space

  Effectively manage relationships with owners and key decision makers of local businesses, ultimately growing bank revenues by appropriately marketing business banking solutions

  Instill long-term advisory client relationships by developing customized financial plans that satisfy client goals and investment thresholds

 

Netopia Inc., Alexandria, VA                                                                                                  2001-2005

Sales Representative/East Coast

 

  Recognized as top regional rep, consistently growing market share and client base; Enhanced sales activity by spearheading sales seminars for Internet Service Provider/Network Integrators

  Responsible for penetrating major Competitive Local Exchange Carrier market through the successful marketing and introduction of new Virtual Private Network services and products; Gained favor by  demonstrating how to increase revenue per user

  Applied keen contract negotiation skills relative to ISPs and Network Integrators

  Integrated Seibel application in creation of in-house databank that monitored sales/inventory activity

  Collaborated with product engineers, efficiently resolving any client-related technical issues

First Union Bank, N.A./First Union Securities, Inc., Alexandria, VA                                     1997-2001

Assistant Vice President, Financial Specialist

 

  Recognized as Retail Banking Division s Top Financial Specialist; Achieved 100% of sales goals, representing financial and banking products such as Mutual Funds, Annuities, Life Insurance and Asset Management Accounts

  Optimized performance of client portfolios by implementing comprehensive technical and quantitative analysis, reconciling current financial performance against client goals and investment thresholds

  Excelled at originating conventional and jumbo mortgage loan packages via retail  banking network

 

Central Fidelity Bank, N.A., Richmond, VA                                                                          1989-1997

Call Center Specialist, 1995-1997

 

  Developed into company s top-performing associate, selling $5 million in various banking products utilizing Oracle s predictive dialer systems for inbound-outbound calls

  Efficiently managed call center s day-to-day operations, including supervision of 10 associates

 

Retail Compliance Coordinator, 1993-1995

 

  Proficiently managed department employees by strategically allocating projects and tasks

  Directed reporting of large currency transactions to federal government via magnetic tapes; Worked closely with commercial clients, ensuring exempt status

  Responsible for maintaining database on large currency transactions at bank

 

Domestic Collection Specialist, 1989-1993

 

  Responsible for compiling customer municipal bonds and coupons

  Budgeted and sold foreign currency and documents to bank customers

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Virginia Commonwealth University, Richmond, VA

Bachelor of Science, Marketing; 1988

 

Bank of America University, Atlanta, GA; 2006

Business Development and Underwriting/Lending Training                                        

Advance Sales Training/Solution Selling

NASD Series 6 and 63; Proficiency in Microsoft products

 

Certified Financial Planner Certificate, 2009