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Accomplished professional seeking a challenging role in corporate banking or with managing investments.
Work history of consistently exceeding performance goals and valuable, hands-on experience building and growing relationships with clients, including generating referrals.
Excellent listening, verbal communication and interpersonal skills to gain the trust and confidence of clients.
Experience working directly with customers to understand and meet their financial objectives.
Outstanding persuasive ability, including negotiating and closing many favorable transactions.
Stellar analytical, time management, attention to detail and organizational skills, including prioritizing tasks.
Solid knowledge and understanding of treasury services products, as well as the credit process, overdraft management and pricing.
Real Estate Agent, Champion Real Estate Group Houston, TX May 2008-Present
Represent a buyer or a seller in a developed or undeveloped transaction of property.
Generate new business by providing excellent service to existing clientele in order to secure referrals and by consistently networking, distributing postcards and making cold calls.
Guide buyers through the home purchase process in order to find a property that meets their specific needs.
Promote properties for sale on websites and via social media, as well as in real estate guides.
Consistently met all monthly and quarterly sales goals.
Negotiated favorable outcomes on behalf of clientele, whether the home buyer or the seller.
Senior Personal Banker, Bank of America Houston, TX Sept. 2000-May 2010
Built and maintained rapport and communications with clients to help achieve their financial goals.
Interviewed clients to understand their financial objectives, as well as their income and expenses, plus tax status insurance coverage and risk tolerance in order to develop a realistic financial plan.
Recommended a portfolio of products tailored to each individual clients needs after analyzing investments.
Evaluated the portfolio performance of specialty loans and made adjustments as needed, including identifying problem areas within the loan portfolio.
Recommended loan approvals and denials based on customer loan application reviews.
Consistently exceeded quarterly sales goals by 20%.
Earned the Employee of the Quarter Service Award in Aug. 2003 for exceptional performance.
BBA, Finance, Prairie View A&M University Prairie View, TX; earned Aug. 2016
College of Business General Scholarship for academic achievement; also earned Dean s Honors, 2013-2014.
Coursework: Investment Management; Investment Analysis; Managerial Finance and Public Finance; Financial Accounting; Managerial Accounting; and Intermediate Accounting I; Principles of Marketing; and Principles of Management.
Licensed Real Estate Agent, State of Texas; expires May 31, 2018
Notary Public, State of Texas; expires Feb. 14, 2020
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