Licensed Banker

Posted on: 2008-07-21

ANNETTE RONEY 11830 Black Maple Lane, Colorado Springs, CO 80921 Phone: 719.488.6975 Email: [email protected] ___________________________________________________________________________________ Interested in a position with an industry leader that would utilize my strong sales experience. WORK HISTORY: Wells Fargo Bank, Colorado Springs, CO, Jan 08 to Present PERSONAL BANKER 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 06 to Jan 08 LICENSED BANKER 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 39 nationwide on the 2007 list of Top Producing Bankers within JPMorgan Chase, a network of approximately 5,200 bankers. Accounting Access, Colorado Springs, CO, June 04 – July 05 (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 97 – Sept 98 FINANCIAL RELATIONSHIP MANAGER Managed three offices’ portfolios of exclusive high balance clients (BofA's top 5%), 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 96 – July 97 FINANCIAL CONSULTANT 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 94 – Mar 96 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. ANNETTE RONEY Page 2 ___________________________________________________________________________________ Great Western Bank, Capitola CA, Mar 93 – Jan 94 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. EDUCATION: Deanza Community College, 1981 Evergreen Valley College, 1982 AWARDS, LICENSING AND ABILITIES: Awards included Top producer - May 96, June 96, Aug 96, Sept 96 Franklin / Templeton -1996 Commerce Club Award. American General Million Dollar Club Required license NASD series 7, 6, 63, Life and Disability Fire and casualty licensing Re-licensed in Colorado with Series 6, Life, Disability and Health Excellent customer service and client retention skills Strong sales and verbal presentation skills