yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

xxx-xxx-xxxx • abc@xyz.com

 

 

versatile banking professional eager to contribute broad-scope financial management experience toward supporting a dynamic organization in maximizing bottom-line performance.

profile

 

respected banker with distinguished 10-year career leading financial sales and marketing operations. consistently earned top ranks in financial sales performance in every position held by bringing revenues, profits and market share to new heights. extensive expertise in client needs analysis with a consultative approach to customer service operations. gifted sales strategist and tactician, recognized for driving revenues through innovative and focused marketing campaigns. dynamic communication, presentation, organizational, and relationship management skills.

 

selected accomplishments

 

awarded most valuable player award in 2003-2005 by washington mutual.

exceeded equity lending goals, averaging $4m in monthly production for washington mutual.

surpassed business-lending goals for small to medium businesses, averaging $1.5m in monthly production.

actively met business lending quotas by generating $5m in referrals to commercial lending.

 

professional experience

chase bank                                                                                                                                2008-present

licensed personal banker

• drive the development of innovative and aggressive sales plans to generate high volume growth and revenue, from outside sales initiatives and inside sales strategies.
• actively generate new clientele to expand customer base and increase market presence through telemarketing, off-site initiatives and sales incentives.
• consistently ensured delivery of quality customer service vital to sustaining and growing accounts by uncovering personal banking needs, providing individualized recommendations, and provide referrals to bank partners.

 

washington mutual                                                                                                                      2001-2008

personal financial representative

business and mortgage specialist

licensed banker

• tasked with managing over $10m monthly in loan pipeline, including the origination, processing and funding of business, residential, equity, auto, and personal loans.
• proficiently ensured total compliance of all loan documents to facilitate timely processing.
• successfully acquired new clientele through the implementation of off-sites at local businesses, schools presentations and company sponsored volunteer events.
• actively profiled business clients to successfully uncover financial needs and provided recommendations regarding loans, credit lines, merchant/payroll services, and credit cards.

 

washington mutual                                                                                                                      1999-2001

senior teller

• effectively managed all cash and check transactions for san diego s highest volume branch.

 

professional education

 

bachelors of science in accounting mesa college                                                                    2009-present

 

state of ca insurance license

series 6 securities license

series 63 securities license

notary license