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Career Objective
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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Profile of Qualifications
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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Professional Experience
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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Education/Training
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
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