- 3618 marksbury dr Ÿ Xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx * abc@xyz.com

(Date)

(HR Department

Name of Company/Recruitment Firm

Street Address

City, State, ZIP code

Job Referexxxxxxe Number, if any)

Dear Hiring Manager,

        In response to a job vacaxxxxxxy posting for the position of ________________, I am pleased to tender my application to become part of your team. My resum is attached for your review and consideration.

What I bring to the table is my more than 20 years providing high-performaxxxxxxe customer service, sales support, account management, project management, business development, and finaxxxxxxial service management in the automotive and banking sectors, with a view to focusing my career in finaxxxxxxe and insuraxxxxxxe management in the automotive dealership business. I am currently with Green Ford Lixxxxxxoln in Xxxxxx, XXXXXX as a Sales & Leasing Consultant, following a tenure with Crown Honda of Xxxxxx as an Internet Sales Advisor. Prior to this, I was with Braxxxxxxh Banking & Trust (BB&T) as a 401(k) Client Relationship Manager/Trust Officer. For more details, please take a moment to go through my resum .

In leveraging my managerial competexxxxxxies in sales, banking and finaxxxxxxe, I also bring to the table my personal strengths that ixxxxxxlude a passion for achieving business objectives through people-centric and efficiexxxxxxy-driven leadership excellexxxxxxe. Along the way, I also offer my business-aware social and interpersonal communication skills that help build sustainable professional relationships with clients that foster repeat business, as well as a harmonious collaborative work environment with colleagues and subordinates in achieving shared commitments.

I am confident that my extensive experiexxxxxxe and personal strengths offer the right mix of qualifications with which I can help achieve your objectives as part of your finaxxxxxxe management team. Should you need further clarification, or would prefer to schedule an interview, please do not hesitate to reach me through my phone or email address indicated in the heading. Thank you for considering me, and I look forward to hearing from you soon.

Sixxxxxxerely,

YYYYYY X. YYYYYY

Attachment: Resum

- 3618 marksbury dr Ÿ Xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx * abc@xyz.com

F&I Manager (Automotive Finaxxxxxxe)

Qualifications Profile

    Self-assured, dynamic, and results-driven management professional with more than 20 years providing customer service, sale support, account management, project management, business development, and finaxxxxxxial service management in the automotive and banking sectors, with a view to focusing in finaxxxxxxe and insuraxxxxxxe management.

-    Highly detailed and analytical with critical thinking to address retirement investment and banking service issues, developing and executing strategies and programs that ixxxxxxrease sales and widen the customer base.

-    Well-organized and resourceful, with multitasking and prioritization skills that maximize limited resources to achieve outstanding results in finaxxxxxxial service management.

    Exceptional people management and interpersonal communication fiat that inspire customer confidexxxxxxe, performaxxxxxxe excellexxxxxxe, and teamwork synergies in achieving shared commitments.

Professional Experiexxxxxxe

    Consistently achieved company online sales objectives through eLeads, identifying and developing potential business opportunities, and maintaining sustainable profitable relationships with clients.

    Develop and execute sales strategies, assessing market conditions to determine sales projections, and working with a team to achieve monthly sales targets.

    Provide exceptional customer service that ensures consistent high ratings in customer satisfaction (CSI).

    Build and maintain strategic professional relationships with clients and finaxxxxxxial lending firms (local and national) that help close sales with suitable finaxxxxxxing solutions.

    Regularly update knowledge about products and promotions to assist in fostering an informed customer base.

Braxxxxxxh Banking & Trust (BB&T) Xxxxxx, XXXXXX 2011 2016

    Conducted quarterly, semi-annual and annual plan review meetings with retirement committees, CEO, CFO and plan sponsors in person or via webinar.

    Explored cross-selling opportunities to improve client retention and bring additional revenue to Institutional Service, regularly evaluating client services to ensure suitability to their changing business and personal situations.

    Ensured compliaxxxxxxe with departmental policies and procedures, relevant investment laws, regulations, and trust investment philosophies to ensure exceptional client service and acceptable audits, as well as government and industry trends to address potential impact on client service dynamics.

    Built and maintained professional industry relationships, serving as liaison between commercial bank personnel and Institutional Services department, while participating in new business development activities early in the sales process to ensure a smooth and efficient transition to BB&T.

    Developed internal competexxxxxxies in investment management, benefit communication, investment advisory, benefits services, and nonqualified and actuarial services lines of business.

    Developed and implemented a customized communication program for retirement and benefit plans for employees and client that reached or exceeded retirement plan goals based on demographics and education levels of participants.

    Collaborated with assigned Institutional Services Business Development Officers to manage plans worth $2M+, maximizing plan participation and ixxxxxxreasing client savings rates.

    Established and conducted enrollment, conversion and education meetings, webinars and Train-the-Trainer programs according to Institutional Services guidelines.

    Worked directly with the client and relationship manager on the most effective education medium for each retirement plan and offer suggestions.

    Independently created and updated enrollment books, Employee Benefit Network, participant notices and fund change annouxxxxxxements referexxxxxxing legal plan documents, Summary Plan Descriptions and Investment Policy Statements.

    Provided exceptional customer service in personal banking, identifying sales opportunities through profiling and consultative selling, and ensuring product fit between the bank s products/services to customer need.

    Maximized product reach, referring clients outside of the bank s service scope to other Well Fargo braxxxxxxhes.

    Developed and executed effective sales strategies, monitoring progress of new and existing finaxxxxxxial products, and meeting sales objectives in an environment that pays for performaxxxxxxe for sales results.

- 3618 marksbury dr Ÿ Xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx * abc@xyz.com

Professional Experiexxxxxxe (continued)

    Coordinated management of multiple projects involving strategic retirement business, managing 3^rd party vendor participation to ensure compliaxxxxxxe with system implementation requirements.

    Built sustainable working relationships with project stakeholders at multiple levels, ensuring program scope alignment with objectives of stakeholders in Legal, Investment Management, Consulting, Client Services, and Communications.

    Built sustainable professional relationships with clients, fostering loyalty, ensuring full use of purchased solutions and services, addressing client issues with win-win solutions, and providing relevant information on funds management, legal requirements, processing procedures, and general investment.

Wachovia Bank, N.A. Charlotte, XXXXXX 2000 - 2007

    Managed over $439M worth of 401(k) assets for special high-yield bank clients in a deadline-driven environment, providing project management expertise to 8 Relationship Managers within the PA & VA territories.

    Initiated and managed investigations into all trade rejects and research archive records to determine validity of claim, recoxxxxxxiling discovered discrepaxxxxxxies and audit documentation to ensure compliaxxxxxxe and accuracy, and issuing timely resolution/recommendations based on findings.

    Managed and monitored earnings of individual participants, addressing issues on mutual fund products, company stock options, IRS regulations, and participant finaxxxxxxial statements.

    Evaluated client investment exposures and retirement expectations to develop investment options that met client s finaxxxxxxial objectives.

Education & Credentials

    Attended Business Administration (WINSTON-SALEM STATE UNIVERSITY Winston-Salem, XXXXXX (1995)

    LOUISBURG JUNIOR COLLEGE Louisburg, XXXXXX (1991 1993)

Technical Skills

    Productivity Tools: MS Office (Word, Excel, PowerPoint)

    Corporate ERP Systems and Finaxxxxxxial Management Systems

Licensure & Certifications

    F&I Certified | FINRA Series 6 Series 63 Licenses (2008) | RPF 1 & 2

    CRSP - Certified Retirement Services Professional (2004)

    Crown Honda Certified | Crown Sales Certified | Internet Sales Certified

Affiliations & Community Involvement

    Member: Men s Ministry, Hand & Feet, Class Leader for Finaxxxxxxial Peace by Dave Ramsey local church

    Mentor: Reading First Program and Big Brothers Big Sisters

    Volunteer: Red Cross Blood Drive, Caxxxxxxer Runs/Walks, A Childs Place and Habitat for Humanity, Lighthouse Project