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Teeta (TJ) Josephs 0000 xxxxxx xxxx , xxxx , xxxxx 00000 Presidio Way-Bowie, MD 20715

abc@xyz.com

 

 

Premier Banker-Licensed / Financial Advisor

 

Profile

 

  Offering over a decade of success in financial/banking sector, with key credentials including:

  Series 7 Life/Health/Insurance License

  Certified Financial Planner (CFP); pending 2017

  Chartered Retirement Planning Counselor (CRCP)

  Series 65 State of Maryland Notary Public

  Series 6 Maryland Real Estate License; inactive

  Registered Series 63 NMLS

  Bachelor of Science in Finance

  Solid track record of delivering results, with career achievements including:

  • Continually surpass quarterly investment goals for new asset acquisitions; 2015-present
  • Have coached and led branch staff to exceed aggressive investment referral goals for past 12 consecutive months
  • Immediately attained rookie monthly sales goals upon joining team as Financial Advisor and continued to achieve and surpass quotas; 2013-2015
  • Exceeded monthly, quarterly and annual sales goals by 5%-10%; 2010-2013
  • Consistently earned customer evaluation ratings of excellent ; 2010-2013
  • Attained stringent monthly and annual product sales goals for 5+ consecutive years; 2005-2010

  Dynamic communication, consultation, presentation, and relationship management skills; talent for identifying and capitalizing on opportunities and influencing key decision makers

  Adept in defining, developing and executing strategies to generate new business, develop existing clients, expand revenue channels, and maximize financial performance

  Motivating leader experienced in training, coaching and directing staff; equally effective in management, independent and collaborative teamwork roles

 

Professional Background

 

Financial Specialist, PNC Investments-Bowie, MD 2015-Present

  Expertly consult with clients to evaluate and define impact of money management practices on long-term financial goals and deliver optimal solutions for maximizing financial performance

  Effectively promote PNC Investments and PNC Banks products and services, tailoring presentations to individual client needs in support of achieving financial goals

  Collaborate with PNC Wealth Management, Mortgage and Business Banking entities in providing strategies for capturing and developing high-net-worth client business

  Coach branch staff in generating investment referrals to continually surpass targets

 

Financial Advisor, Variable Annuity Life Insurance Company (VALIC)-Linthicum, MD 2013-2015

  Successfully developed customized financial plans to meet investment needs of both new and existing clients, resulting in consistent achievement of aggressive sales quotas

  Actively guided clients to optimize performance in transitioning through various financial phases

  Maximized revenue channels by capitalizing on broad sales techniques ranging from consultative and solutions selling through cross-selling and up-selling of products and services

  Boosted efficiencies in processing investor risk changes by introducing new time-saving procedure

 

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Teeta (TJ) Josephs Page 2 of 2

 

Personal Banker, Bank of America-Annapolis, MD 2010-2013

  Successfully promoted and developed business across all bank products and services by building quality professional relationships with business and individual customers and continually delivering world-class service; effectively assisted customers in selecting accounts and services and cross-sold products and services to increase revenue streams

  Took the initiative to acquire expert knowledge of cross-functional operations within first 2 weeks of joining team; included teller, vault and safe deposit operations

  Contributed strong leadership skills toward training and guiding new hires and branch staff

  Applied industry expertise toward identifying operational deficiencies and presenting solutions for improvements to senior management

  Opened and maintained accounts as well as reviewed, discussed and accepted credit applications

 

Relationship Banker I, Chevy Chase Bank-Laurel, MD 2005-2010

  Launched career promoting and selling commercial and retail loan products; rapidly progressed to train employees in identifying opportunities to up-sell customers with more profitable products and provided daily oversight of and assistance to staff

  Drove new business growth through aggressive outbound calling and targeted community outreach while concurrently developing existing customers through active relationship building and proficient use of customer relationship management system

 

Education

 

University of Maryland University College

BS, Finance; 2009

Certificate in Accounting; 2009

 

Affiliations

 

National Military Family Association
University of Maryland University College Alumni Association


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Teeta (TJ) Josephs 0000 xxxxxx xxxx , xxxx , xxxxx 00000 Presidio Way-Bowie, MD 20715

abc@xyz.com

 

 

 

 

Date

 

 

 

Hiring Agent Name

Title

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

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

 

As demonstrated, I offer over a decade of progressive experience and success in the financial and banking sector, with consistent achievements in driving growth, maximizing revenue channels, attaining and surpassing aggressive performance goals, and delivering world-class service. I excel in defining and capitalizing on needs, presenting customized solutions and building lucrative, positive relationships with clients as well as contributing my expertise toward training, coaching and directing high-performance teams along with developing and implementing enhanced processes to boost productivity and efficiency of operations. Complementing my practical experience, I earned a BS in Finance in 2009 and have since acquired a wide range of industry credentials, as detailed in the accompanying resume.

 

As an employee, you will find me to be a driven team player leveraged to deliver immediate and long-range results and committed to supporting you in achieving your objectives through superior performance. I am confident that I would be a valuable asset to your organization, and look forward to interviewing with you in the near future.

 

Sincerely,

 

 

 

Teeta (TJ) Josephs

 

 

 

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