Yyyyyy x. yyyyyy

Xxxxxx, XXXXXX xxxxxx ￨ (xxx-xxx-xxxx ￨ abc@xyz.com

Multimillion-Dollar Sales ￨ Mortgage Lending ￨ Strategic Analysis / Planning ￨ Trends Tracking

Customer Needs Analysis / Assessment ￨ Client Relationship Management ￨ Multi-Process Optimization

New Business Development ￨ Customer Acquisition ￨ Audit Processes ￨ Risk Mitigation ￨ Regulatory Compliance

Highly Accomplished Financial Professional who specializes in driving branch business profits, creating strategic initiatives, providing world-class customer service, and cultivating a strong company image with superior quality. Ambitious Self-Starter who excels at analyzing customer needs, identifying lucrative new growth opportunities, xxxxxxpturing new business and developing an existing client base, and attaining leverage in competitive markets. Out-of-the-Box Thinker who rises above business challenges to improve the bottom line and achieve winning outcomes, including quickly adapting to evolving scenarios. Excellent Communixxxxxxtor who develops solid relationships with key professionals and who leads peers by example and with ethics and integrity.

Xxxxxxreer Highlights Include:

  Engaging with top teams to cultivate an enthusiastic workforce.

  Actively seeking and following up on sales opportunities and prospects.

  Exhibiting recognition as a quick study who rapidly picks up new concepts.

  Contributing talent with new customer acquisition and relationship management.

  Cross-functionally collaborating with peers to deliver high-quality products and services.

  Providing hands-on support always willing to go the extra mile to surpass the status quo.

Branch Manager

Xxxxxxpitalize on the opportunity to lead forward-thinking branch operations, including driving profit / loss initiatives while developing and implementing strategies to achieve goals as part of the bank s plan and ensure compliance with internal policies and procedures and outside regulatory requirements. Recruit, mentor, and manage a top-performing 12-member team in meeting the financial services needs of customers, including training staff on bank policies, procedures, products, systems, and transactions. Ensure audit procedures are continually followed.

  Achieved high customer satisfaction scores.

  Consistently produced double-digit branch growth.

  Accomplished continued bank success and profitability goals.

  Led branch s marketing and strategic business development plan.

  Recognized as top in peer group in employee satisfaction and retention.

  Coached branch staff to increase sales and deliver high-quality customer service.

  Generated numerous promotions for branch team members due to training excellence.

Branch Manager

Utilized broad scope of industry knowledge toward aggressively growing revenue through loans, deposits, investments, and other banking products while recruiting, mentoring, and managing a results-generating 8-member team. Delivered ongoing training to tellers, personal bankers, and small business specialists. Coached staff members on new customer acquisition and relationship management for premier client retention.

  Analyzed balances and sales trends to predict future performance.

  Consistently exceeded key company expectations and never failed an audit.

  Expanded customer base via in-depth knowledge of sales, products, and services.

Business Banker

Profitably acquired, managed, and grew lucrative account relationships with an extensive percentage of moderately complex and medium-sized business customers with annual gross sales of $1+ million. Comprehensively communixxxxxxted and upheld wide-ranging protocols for efficient new account documentation.

  Continually minimized regulatory and financial risk while adhering to audit and compliance policies.

District Manager

Applied strong leadership talents toward managing high-volume district operations, including training, developing, coaching, and mentoring top-performing team members by providing clear expectations, delivering valuable feedback, and following up to create methods of individual and group improvement and strategic goals.

  Expertly trained and provided growth-centric development opportunities for staff.

  Actively monitored, set standards, and evaluated district-wide sales team performance.

Account Executive (Roles Held Separately)

Led targeted identifixxxxxxtion, development, and maintenance of mutually beneficial broker relationships while continually ensuring strict compliance with companywide policies and procedures across all projects. Demonstrated experience in monitoring expiring rate locks, as well as proactively advising customers accordingly.

  Honored with CitiMortgage s President s Award in 2003 2004.

  Successfully funded $500+ million within a 2-year period at CitiMortgage.

  Consistently increased business by developing dynamic marketing ideas and plans.

Underwriter

Played a vital role in reviewing, analyzing, and underwriting high-value individual mortgage loan applixxxxxxtions, including objectively reviewing credit reports to determine approval eligibility, as well as determining qualifying income by analyzing tax returns of Sole Proprietorships, LLCs, and S-Corps.

  Evaluated loan documentation for completeness, compliance, and marketability.

  Accurately xxxxxxlculated debt-to-income ratios from financial statements for loan eligibility.

Undergraduate Business Studies

Professional Training & Development

Risk & Control ￨ Underwriting ￨ Sales ￨ Leadership

Previously Held

Series 6 Securities License ￨ Series 63 Securities License ￨ Life & Disability License ￨ Real Estate License

Board of Directors ￨ Executive Director

Yyyyyy x. yyyyyy

Xxxxxx, XXXXXX xxxxxx ￨ (xxx-xxx-xxxx ￨ abc@xyz.com

Date

Hiring Agent Name

Company Name

Address

City/State/Zip Code

Dear__________________:

I am exploring a new xxxxxxreer opportunity within a challenging [ Insert Job Title ] role, and I believe that I xxxxxxn make a positive contribution to your bottom-line performance.

To acquaint you with my background, I offer proven financial services experience in Multimillion-Dollar Sales, Mortgage Lending, New Business Development, Customer Needs Analysis / Assessment, Customer Acquisition, and Client Relationship Management I am also well-versed in Strategic Analysis / Planning, Trends Tracking, Process Optimization, Risk Mitigation, Audit Processes, and Regulatory Compliance, and consistently achieve winning outcomes due to my superior skills in critixxxxxxl thinking, time management, workflow prioritization, communixxxxxxtions, and attention-to-detail.

To complement this experience, please note that I participated in Undergraduate Business Studies at San Bernardino Valley College and completed training in Risk & Control, Underwriting, Sales, and Leadership. I also previously held Series 6 Securities, Series 63 Securities, Life & Disability, and Real Estate licenses.

Currently, as a Branch Manager for JPMorgan Chase & Company, I expertly drive profit / loss initiatives while developing strategies to achieve goals as part of the bank s plan and ensure compliance with internal policies and procedures and outside regulatory requirements. Within this role, I continually meet the financial services needs of customers, including aggressively growing revenue through loans, deposits, investments, and other banking products, as well as leading team members in new customer acquisition and relationship management for premier client retention.

A sample of my accomplishments include:

  Achieving high customer satisfaction scores.

  Consistently producing double-digit branch growth.

  Accomplishing continued bank success and profitability goals.

  Coaching branch staff to increase sales and deliver high-quality customer service.

As this is just an example of my abilities, please refer to my enclosed resume for additional leadership, mortgage lending, and underwriting experience.

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

Sincerely,

Yyyyyy x. yyyyyy