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Yyyyyy x. yyyyyy


0000 xxxxxx xxxx , xxxx , xxxxx 00000 ● (xxx-xxx-xxxx ●



Dynamic Executive well prepared to leverage financial background, business acumen, and managerial talents toward supporting a dynamic organization in optimizing bottom-line performance

Operations Management Client Relations Leadership Administration
Business Development Networking Team Building Performance Management



         Offer sound leadership skills spanning operations, business development, sales, customer service, team-building, coaching, community relations & outreach, and event coordination.

         Excel at steering initiatives which control costs and achieve P&L performance goals.

         Well-versed in human resources functional areas such as training, coaching, and mentoring.

         Able to analyze industry trends to optimize competitive positioning and promote products or services to enhance market share.

         Proven talents in elevating team morale and enthusiasm, establishing credibility with prospects, and delivering high-impact sales proposals.

         Highly skilled at connecting with, inspiring, motivating, and managing people from diverse cultures and backgrounds.

         Advanced talents in consultative selling and possess polished organizational, planning, decision-making, and prioritization skills.

         Personable and reliable with proven capabilities in report writing, continuous improvement, and business management.


Professional Experience


Bankers Life, Tarpon Springs, FL, 2016 2017

Insurance Agent

         Presented with Top Performer Award for excellence in providing full-service retirement planning solutions to senior market and capably serving as trusted advisor.

         Expertly navigated complete sales cycle from prospecting and presenting compelling sales proposals, to closing and policy delivery.


US Bank, Deerfield, IL, 2014 2015

Private Banking Relationship Manager

         As executive team member, proactively forged relationships with high-net-worth / high-income clients through prospecting, client referrals, and internal and external business partners.

         Joined forces with attorneys, CPAs, and trust advisors to maximize clients investment results.

         Administered portfolio of 384 households and ranked 14th out of 98 for portfolio profitability.

         Directly supported risk management operations by enforcing compliance with Bank Secrecy Act/Anti-Money Laundering (BSA/AML), Know Your Customer (KYC), information security, and lending rules and regulations.

         Secured $2.3M in new mortgages and $4.3M in new consumer loans during first year in role.


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Yyyyyy x. yyyyyy -- Page 2 of 2


US Bank, Chicago, IL, 2013 2014

Branch Manager

         Consistently delivered outstanding client service to primarily business owners and high-net-worth individuals resulting in several 5-Star Customer Service ratings.

         Enforced rigorous levels of regulatory compliance to achieve near perfect audit.

         Amplified revenues and retained existing accounts through innovative consumer growth strategies and referrals to appropriate business partners.

         Provided hands-on coaching, training, and instruction to financial team on relationship-based sales practices, tools, and techniques to meet or exceed revenue goals.


PNC Bank, Holly Springs, NC, 2012

Branch Manager

         Spearheaded seamless restructuring and change management functions during company acquisition with a focus on strategic brand positioning, employee engagement, client management, and organizational stability and continuity.

         Trained, mentored, and developed new Branch Manager prior to relocating to Chicago.


RBC Bank, Holly Springs, NC, 2008 2012

Banking Center Manager

         Generated considerable revenues for bank by cultivating relationships with community leaders, internal business partners, and local organizations including Chamber of Commerce.

         Actively promoted banking services and products to affluent clients and small business prospects while effectively managing risk and maintaining positive employee morale and team cohesiveness.

         Successfully received awards for achieving 5-Star Customer Service Surveys.


Bank of America, Raleigh, NC, 2005 2007

AVP, Premier Client Manager

         Fostered, nurtured, and maintained productive relationships with clients to maximize retention and satisfaction through customized banking and investment solutions.


Bank of America, Pleasanton, CA, 2003 2005

AVP, Premier Client Manager

         Systematically interviewed clients to determine precise financial needs and recommend tailored wealth management solutions.

         Fueled portfolio growth by 25% which translated to $37M in new business.

         Effectively managed, maintained, and expanded $174M+ portfolio consisting of over 300 clients.


Education, Training & Licensure


Associate Degree, Business Management

National Business College, Roanoke, VA


Seminars & Workshops:

Ned Miller Deepening Affluent Relationships Comprehensive Wealth Management Strategies

Dale Carnegie, The Art of Selling


2-15 Life, Health and Annuities License




Yyyyyy x. yyyyyy


0000 xxxxxx xxxx , xxxx , xxxxx 00000 ● (xxx-xxx-xxxx ●

















Dear __________________:


I am currently seeking a challenging career opportunity as a (INSERT TARGET JOB TITLE) and am submitting my resume for your review. In advance, thank you for your time and consideration.


I bring to you a solid background in operations management, proven expertise in business development and client relations, and excellent capabilities in driving revenue growth and cost savings. My vast experience across sales, financial services, team leadership, client engagement, compliance, and community networking would enable me to effectively transition into your company and garner immediate results. To complement these qualifications, I offer sharp analytical, forecasting, strategic planning, and revenue-building skills which are essential in a (INSERT TARGET JOB TITLE) role.


As an influential addition to your team, you will find that I am greatly positioned to guide (INSERT NAME OF COMPANY) in not only attaining, but exceeding its goals. I am eager to discuss how my qualifications uniquely match your current and future needs, and look forward to interviewing with you in the near future.






Yyyyyy x. yyyyyy


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