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Yyyyyy x. yyyyyy
11570 Sutton Place Dr. E, Carmel, IN 46032 abc@xyz.com 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 abc@xyz.com 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
Licensure
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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