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Yyyyyy x. yyyyyy

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


Financial Services Professional

Client Relations ~ Consultative Sales ~ Staff Mentoring

Project Management ~ Report Preparation ~ Continuous Improvement




         Proven success in relationship-building, banking operations, investing, record-keeping, regulatory compliance, dispute resolution, office administration, and interdepartmental collaboration.

         Excel at providing influential and analytical support for new business development and marketing/sales initiatives to augment firm s overall revenue production.

         Well-honed talents in team development and leadership; able to train, coach, develop, and guide personnel to exhibit productivity and performance excellence.

         Methodical, strategic, and quality-focused problem solver who constantly strives to achieve and sustain 100% customer satisfaction.

         Solid reputation for business acumen, sharp communication skills, and keen attention to details and compliance.

         Exceptional skills in analyzing complex data, choosing appropriate and optimal course of action, and summarizing findings and outcomes in formal reports.

  • Outstanding capabilities throughout the complete sales cycle from prospecting for new clients to qualifying and closing.


Professional Experience


PNC Bank, Smyrna, Georgia, 02/2017 Present

Branch Sales and Service Representative

         Apply considerable leadership attributes toward training, coaching, mentoring, and supporting new hires.

         Establish, expand, and manage financial book of business to meet or exceed assigned revenue goals.

         Nurture client relationships, constantly monitor industry trends which could impact client s decision-making, and ensure consistent adherence to corporate and regulatory requirements.

         Promote Retirement and 401(k) plans to clients and provide referrals to specialists in other business areas as applicable to enrich branch revenue growth.

         Demonstrate outstanding listening skills in swiftly resolving client issues and responding to inquiries.

         Consistently earned perfect (5/5) client ratings as indicated by customer service surveys.


T. Rowe Price, Owings Mills, Maryland, 02/2016 02/2017

Retirement Plan Coordinator

         Played an integral role in driving strategic initiatives to bolster operational productivity, quality, efficiency, and bottom-line performance.

         Accurately and efficiently generated weekly, monthly, quarterly, and yearly reports to aid management in critical decision-making activities.

         Joined forces with Accounting staff, Transactions department, and Loan Call Center to deliver first-rate customer service to plan participants.





Page 2 of 2 ~ (PNC Bank continued)


PNC Bank, Pikesville, Maryland, 05/2015 02/2016

Financial Consultant

         Monitored industry trends, coordinated promotional events within community, reviewed loan applications and credit history, and underwrote applications according to company rules and guidelines.

         Identified, explained, and promoted optimal financial solutions to clients including Retirement and 401(k) plans.

         Recognized as Top Revenue Credit earner for Baltimore area in Q4 2016.

         Extensively supported relationship management activities with prospective and current accounts to fuel new revenues through acquisition of new clients, as well as expansion and retention of existing client relationships.

         Adeptly managed risk and maximized profitability for entire client portfolio.

         Leveraged client insight and cutting-edge sales tools to identify and successfully convert sales opportunities.

         Emphasized and exhibited strong client commitment and advocacy by delivering highly responsive customer service and attention.


PNC Bank, Atlanta, Georgia, 04/2014 05/2015

Universal Banking Consultant

         Maintained branch cash contents while adhering to rigorous security procedures.

         Held role as teller supervisor and charged with training, mentoring, and directing new hires.

         Continuously surpassed sales expectations by leveraging advanced customer service expertise, communication skills, and interpersonal abilities.

         Processed broad-based transactions for branch customers such as deposits, withdrawals, and loan payments.

         Opened new accounts, authorized loans, and set up IRAs and other retirement options for consumer and business clients.


Bank of America, Decatur, Georgia, 01/2012 03/2014

Senior Bank Teller

         Opened new accounts for customers, processed deposits and withdrawals, cashed checks, conducted audits, and performed cross-selling of bank products and services.

         Knowledgably answered inquiries regarding accounts, abated concerns and complaints, and consistently delivered superior customer service.

         Administered cash transactions accurately and efficiently, and maintained cash drawer.

         Mentored and directed new hires to ensure constant adherence to bank rules and regulations.


Scout Marketing, Atlanta, Georgia, 05/2007 08/2007

Marketing Intern

         Gathered quantitative and qualitative data to craft targeted marketing campaigns, performed in-depth competitive research, and systematically analyzed market conditions and opportunities.

         Contributed to orchestrating marketing promotions via direct mail, email, and social media.




Bachelor of Business Administration, Marketing

Kennesaw State University, Kennesaw, GA, 2013




Microsoft Office (Word, Excel, Access, PowerPoint)


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