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20 Confucius Plaza, #43B (631) 0000 xxxxxx xxxx , xxxx , xxxxx 00000


Banking Consumer Finance Manager

Results-Focused Professional Dedicated to Delivering Customer First Services Excellence within Competitive Markets


Banking / Consumer Financial Services Retail Branch Management Team Building

Policy / Procedure Development Program Development Training / Coaching / Mentoring

Sales / Marketing New Product Launch Key Process Optimization Risk Mitigation / Management

Strategic Analysis / Planning Trends Tracking Budget / Expense Control Regulatory Compliance


Highly Accomplished Leader who drives companywide growth; recruits, trains, and mentors solid teams; creates targeted initiatives; provides world-class products / services; and cultivates a strong employer image with superior quality.


Top Performer who contributes solutions-centric critical thinking for insightful, change-oriented results to align with a company s vision, and who drives strategic decision-making success in culturally diverse and incentive-based workplaces.


Ambitious Self-Starter who excels at analyzing customer needs, identifying lucrative opportunities, defining strategies for capturing new business and developing an existing client base, and attaining leverage in banking / financial markets.


Excellent Communicator who develops synergistic relationships with C-suite decision-makers; sales, banking, and business teams; and customers, and who leads multidisciplinary peers by example and with ethics and integrity.


Professional Synopsis


New York Life Insurance Company

(2017 Present)


Agent Representative Broker

Capitalize on the opportunity to lead forward-thinking prospecting and sales of Annuities, Life, Health, and Accident policies for a varied clientele, including consistently promoting the dynamic New York Life brand thru ongoing networking.


  Continually identify potential annuity clients to boost sales results.

  Actively adhere to all FINRA and insurance regulations and guidelines.


Private Market Trader

(2012 2017)


Private Market Trader

Strategically steered day trading initiatives within the equities market via comprehensive knowledge of the stock market.


  Successfully managed a high-value family portfolio and business.


Huntington Coach Bus Company, Inc.

(2010 2012)


COO Director of Operations

Led targeted decision-making across all aspects of business operations, including training, mentoring, and managing 300+ employees while handling workflow prioritization, route scheduling, and weekly payroll. Cost-effectively managed annual budgets, as well as consistently controlling expenses to align with aforementioned budgetary goals and objectives.


  Personally assisted in competitive union negotiations, as well as diverse contract management.

  Recruited, hired, and / or terminated employees as necessary, and handled disciplinary practices.



(2002 2010)

(Citibank Merged with European American Bank in 2002)


Retail Financial Analyst

Successfully maintained responsibilities from previous job prior to merger while concurrently expanding the capture of sales results throughout Citibank s branch network. Routinely toggled throughout the branch network system as active boots on the ground to strategically assess business performance and identify branch weaknesses for prompt resolution.


  Supported roll-out of Citibank s key goal of a more automated revenue center.

  Coached Branch Managers and staff on opportunities to cross-sell new products.



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Professional Synopsis



European American Bank

(1986 2002)

(European American Bank was Acquired by Citibank in 2002)


Retail Financial Analyst (1992 2002)

Demonstrated experience as in-house analyst for all branch production efforts, including serving as a member of a top team tasked with the successful roll out of a new computer system, as well as a dollar-based personnel incentive program. Consistently identified areas of loss of revenue, balances, and reduction in loan balances, as well as locating undeserved geographical areas for senior-level management review via data mining techniques.


  Monitored branch-specific expenses and individual branch costs.

  Delivered strategic recommendations for sales and prospecting improvements.

  Personally developed software to capture and monitor sales in the current 110-branch network.

  Increased cross-sell ratio throughout all branches by 31% and revenue from $91 million to $101 million.


Data Mining Specialist (1991 1992)

Efficiently directed a large-scale, in-house project using proprietary software to pull out high-dollar clients.


  Contributed sharp analytical abilities toward consistently exceeding project objectives.


Branch Manager (1989 1991)

Utilized broad scope of industry knowledge toward directing high-volume branch operations while promoting the consistent delivery of Customer First service practices. Administered sales, service, risk applications, and internal controls initiatives, as well as recruiting, training, mentoring, and managing staff and handling human resources activities.


  Expertly analyzed branch expenses and implemented key strategies to reduce overhead.

  Continually focused on new business acquisition and retention and expansion of key relations.

  Developed a branch culture to promote quality and continuous improvement in staff accountability.


Assistant Branch Manager (1988 1989)

Applied strong leadership talents toward directing all facets of fast-paced branch operations, including recruiting, training, mentoring, and managing a customer service-focused team of branch associates in driving competitive consumer finance success, as well as consistently developing a synergistic culture within the branch to actively promote expansion thru sales.


  Substantially increased profitability YOY and reduced branch expenses by 30%.


Account Client Specialist (FSR) (1986 1988)

Played a vital role in opening lucrative new accounts and cross-selling bank products and services to meet business goals.


  Successfully achieved Top Seller status for 11 consecutive months.


Education & Professional Development


Long Island University


Master of Business Administration (Finance Emphasis 3.9 GPA)


St. John s University


Bachelor of Science (3.8 GPA)


Chicago School of Business


Capital Markets & Strategies (4.0 GPA)


Public Speaking Training Dale Carnegie Institute


Professional Licensure


Series 7 & 63 Licenses

Licensed Real Estate Agent State of New York (Since 2012)

Licensed Life, Accident & Health Insurance Sales Agent (Since 2017)



Yyyyyy x. yyyyyy

20 Confucius Plaza, #43B (631) 0000 xxxxxx xxxx , xxxx , xxxxx 00000








Hiring Agent Name

Company Name


City/State/Zip Code




I am exploring a new career opportunity within a challenging [ Insert Job Title ] role, and I believe that I can make a positive contribution to your success.


To acquaint you with my background, I offer proven experience in Banking / Consumer Financial Services Leadership, Retail Branch Management, Sales / Marketing, New Product Development / Launch, Team Building, Training / Development, Coaching / Mentoring, Best Practices, and Process Optimization. I am also well-versed in Strategic Analysis / Planning, Trends Tracking, Budget / Expense Control, Risk Mitigation / Management, Policy / Procedure Development, Program Management, and Regulatory Compliance. Furthermore, I consistently achieve winning outcomes due to my superior skills in critical thinking, communications, workflow prioritization, and attention to detail.


To complement this experience, please note that I attained a Master of Business Administration from Long Island University and a Bachelor of Science from St. John s University. I also completed training in Capital Markets & Strategies at the Chicago School of Business. I hold Series 7 and 63 Licenses, as well as licenses in Real Estate and Life, Accident & Health Insurance Sales.


Throughout my career, I have excelled in progressive branch leadership, financial analyst, client specialist, and agent representative / broker roles, among others, for such high-profile employers as Citibank, European American Bank, and New York Life Insurance Company where I demonstrated my myriad of professional talents toward driving success within competitive domestic and / or international banking and consumer finance markets. Within these positions, I collectively led efforts to recruit, train, mentor, and manage top-performing teams; develop growth-centric strategies to exceed profit objectives; launch and cross-sell new products with a Customer First service motto; mitigate consumer and business risk within challenging markets; and continually deliver world-class services. [ Suggestion! Address Here Any Relevant Skills / Qualifications / Achievements Relevant to the Job Posting ]


I am eager to discuss how my qualifications uniquely match your current and future needs, and look forward to interviewing with you soon.






Yyyyyy x. yyyyyy


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