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Black Maple Lane, Colorado Springs, CO
Phone: (phone hidden) Email: (email hidden)
Interested in a position with an industry leader that would utilize my strong sales experience.
Wells Fargo Bank, Colorado Springs, CO, Jan to Present
Sales of consumer and business retail banking products, profiling to discover needs, making the best recommendations, completing sales, proactively contacting and meeting customers, asking for referrals and conducting appointments. Partner with sales and service specialists in Retail Lending, Small Business, Membership Financial Services and other product areas to ensure a world-class customer experience. Sell and close home and auto loans. Currently “Number Two Banker” in the state of Colorado.
JPMorgan Chase Bank, Colorado Springs, CO, Feb to Jan
Acquire, retain and expand new and existing customer relationships by profiling to discover needs, making the best recommendations, completing sales, proactively contacting and meeting customers, asking for referrals and conducting appointments. Partner with sales specialists in Retail Lending, Small Business, Investments, Workplace Financial Services and other product areas to ensure a world-class customer experience. Sell mutual funds and annuities. Sell and close home and auto loans. Number nationwide on the list of Top Producing Bankers within JPMorgan Chase, a network of approximately , bankers.
Accounting Access, Colorado Springs, CO, June – July (CONTRACT ASSIGNMENTS)
Various contract assignments through this placement firm, focusing on customer service needs, administrative support, sales support and employment verification.
Bank of America, Santa Clara, CA, July – Sept
FINANCIAL RELATIONSHIP MANAGER
Managed three offices’ portfolios of exclusive high balance clients (BofA's top %), retention, cross sales and investment presentation that included but not limited to mutual funds, and insurance products. Heavy new business development, branch and inter-company subsidiary referrals and outside canvassing. Position was eliminated by Bank of America.
Great Western Financial Securities, Palo Alto, CA, Mar – July
Directly responsible for retention and sales of appropriate financial securities and /or products to potential and existing clients. Performed Business Development support for two offices. Organized and hosted monthly customer seminars. Managed associate recruits. Left due to Bank Acquisition.
Great Western Financial Securities, Capitola, CA, Jan – Mar
FINANCIAL SECURITIES ASSOCIATE, PROMOTION FROM RETAIL BANKING DIVISION
Duties included supporting three offices managed by the Senior Financial Consultant of the Santa Cruz county region. Customer profiling, product recommendations, sales presentations, research and response to complex questions or trouble shooting issues related to customer account maintenance. General customer service; coordinated and conducted retail meetings to educate the retail branch staff on all new products we offered.
Great Western Bank, Capitola CA, Mar – Jan
RETAIL BANKING DIVISION
Duties included sales and cross sales of all bank product and referral business to all of bank’s sister companies. Consistently exceeded all sales goals. Balanced and was dual control in cash shipments and bank cash counts. Researched outages and provided support to supervisor in teller area.
Deanza Community College,
Evergreen Valley College,
AWARDS, LICENSING AND ABILITIES:
Awards included Top producer - May , June , Aug , Sept
Franklin / Templeton - Commerce Club Award. American General Million Dollar Club
Required license NASD series , , , Life and Disability
Fire and casualty licensing
Re-licensed in Colorado with Series , Life, Disability and Health
Excellent customer service and client retention skills
Strong sales and verbal presentation skills