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The Following Text Is An Unformatted Professional Resume Sample

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Yyyyyy x. yyyyyy

11570 Sutton Place Dr. E, Carmel, IN 46032 xxx-xxx-xxxx


Driven, focused, and knowledgeable Strategic Leader with 10+ years of experience and a proven ability to lead others and oversee daily operations within fast-paced banking environments. Experienced in managing cross-functional teams, overseeing banking branch operations, diffusing escalated customer service situations, and coaching/training staff members. Highly adept in improving operational efficiency levels in addition to maintaining strong communication with co-workers, staff, customers, and members of executive management.


Key Competencies


Operations Management Business Banking Staff Training Investment/Retirement Planning

Loan Underwriting Financial Product Management Sales Cycle Management Customer Retention

Process Improvement Oral/Written Communication Time Management

Mortgage and Consumer Lending Contract Review/Management Budget Management


Professional Experience

Huntington National Bank, Indianapolis, IN 2016-Present

Relationship Banker II

  Direct day to day operations within a fast-paced environment with a focus on increasing productivity and operational efficiency levels

  Design and implement innovative customer service strategies, monitor individual sales goals, and consistently increased new client accounts, consumer and business lending revenue, and wealth and investment sales revenue

  Complete outbound calls to prospective clients within the community, address escalated customer situations, and cross-sell new banking products


Northwestern Mutual, Indianapolis, IN 2015-2016

Financial Representative

  Coordinated financial operations within a banking environment which included identifying customer s financial goals and making appropriate product recommendations

  Identified potential clients within the community and implemented business development strategies, analyzed customer financial goals, and developed written financial analysis

  Consistently met and/or exceeded individual sales goals due to making appropriate product recommendations and building strong rapport with clients


Teacher s Credit Union, Indianapolis, IN 2014-2015

Relationship Representative

  Facilitated financial and customer service logistics within the organization which included monitoring individual sales goals and supporting special projects

  Monitored current financial markets which resulted in providing superior financial recommendations, identified sales opportunities, and completed outbound calls

  Handled various administrative functions which included handling large amounts of cash, balancing a drawer, and completing cash supply ordering

  Maintained an expert level knowledge of internal operating procedures along with banking regulatory standards

Yyyyyy x. yyyyyy

11570 Sutton Place Dr. E, Carmel, IN 46032 xxx-xxx-xxxx


Professional Experience Continued:

Delta Air Lines, New York, NY 2010-2014

Flight Attendant

  Directed customer service operations which included assisting passengers with food/drink orders, coaching passengers on safety regulations, and diffusing escalated issues

  Provided comprehensive coaching/guidance to junior level staff members, ensured customer service standards were met, and encouraged repeat passenger business


Suntrust Bank, Orlando, FL 2006-2010

Assistant Branch Manager III/Insurance Agent/Officer

  Managed branch operations within the organization which centered on increasing sales revenue, increasing customer retention, and improving deposit growth

  Gained a significant knowledge of lending and financial products, completed Teller transactions such as deposits/withdrawals, and oversaw sales referrals

  Successfully generated monthly performance evaluations for staff members, assisted clients with account related issues, and resolved escalated customer service situations




Licensed Personal Insurance Lines Producer, State of Indiana

Independent Insurance Adjuster, State of Indiana

FINRA Registered Representative, Series 6 and 63

Licensed Notary Public, State of Indiana


Community Involvement


Member, National Association of Insurance and Financial Advisors, 2015-Present

Member, Greater Washington/Maryland GLBT Diversity Steering Committee, Suntrust Bank





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