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Yyyyyy x. yyyyyy
Proven Team Leader │ New Business Development Specialist │ Expert in Account Management
xxxxxx Leslie Carson │ Xxxxxx, XXXXXX xxxxxx │ (xxx-xxx-xxxx │ abc@xyz.com
Branch Operations Management │ Team Building │ Training / Development │ Strategic Analysis / Planning
High-Volume Sales │ New Business Development │ Business Relationship Management │ Account Management
Customer Needs Analysis / Assessment │ Product / Services Marketing │ Brand Promotions │ Customer Service
- Top Performer who contributes proven business relationship, sales, finance, and account management success, and who makes decisions to grow profits in alignment with a company s vision, value, and goals for a competitive advantage.
- Visionary, Award-Winning Professional who rises above challenges to drive winning outcomes, and further excels in leveraging high-level customer service and relationship management skills to magnify profits and productivity.
- Excellent Communicator who develops synergistic relationships with executives, senior-level decision-makers, financial / business teams, customers, and the community, and who actively leads staff by example and with integrity.
Professional Synopsis
JPMorgan Chase Bank, Xxxxxx, XXXXXX 2009 2016
Business Relationship Manager (2014 2016)
Capitalized on the opportunity to lead forward-thinking business relationship initiatives, including managing and growing a portfolio of clients with $18 million in deposits, $25 million in credit, and $850,000 in treasury services.
Performed as a valuable and trusted advisor to clients to deliver customized banking products and solutions that were tailored to critical financial needs and / or circumstances for a diverse range of the bank s business clients.
Called on existing clients to understand business and ascertain needs for optimal product and service growth opportunities, and continually ensured profitability of portfolio within evolving, competitive financial markets.
Recognized as a consistent Top Performer in Treasury Services month after month.
Conceptualized, developed, and managed a disciplined marketing processes to drive success.
Expertly identified strategies to maintain and build relationships with clients, prospects, and centers of influence.
Branch Manager (2012 2014)
Contributed talent in managing all facets of daily branch operations for a fast-paced consumer financial location, including leading team coaching, mentoring, and professional development to consistently deliver superior service.
Strategically steered branch profitability and continued success by acquiring and deepening customer relationships.
Boosted branch profitability to Performance Level 2 in 2013 and elevated customer experience to Gold Level.
Improved branch s deposits, investments, and loans by developing strong relationships with customers, business partners, banking staff, and members of the community which was instrumental in optimizing profits.
Relationship Banker (2009 2012)
Grew deposit and credit balances via sales, marketing, promotion, and referrals of top-notch products and services.
Expertly managed a large-scale assigned portfolio of customers, including regularly liaising among customers face-to-face and via telephone to discuss financial needs and provide valuable product and service recommendations.
Recognized for job excellence with National Achiever honors in 2011 for Southwest Xxxxxx.
Partnered with specialists to guarantee customers achieved consistent access to financial experts.
Successfully acquired $6.6 million in mortgages, $550,000 in investments, and $1.8 million in balances in 2011.
Bank of America, Germany 2006 2009
Banker
Played a vital role in contributing to top regional branch performance rankings by accurately assessing client financial needs, educating customers on deposits and transactions, and promoting products to match overall consumer goals.
Proactively responded to and / or resolved complex associate / customer inquiries and assisted with customer calls to process comprehensive online banking, account maintenance, and data entry requests in alignment with objectives.
Built and sustained productive business operations by coaching, training, and mentoring customer-focused associates.
Promoted cross-selling strategies to motivate associates and boost overall productivity.
Honored with Top Performer Award for opening the most accounts in Quarter 4 of 2007.
Captured significant amounts of debt via effective collection strategies on Potential Loss Accounts.
Improved branch s deposits, investments, and loans by establishing lucrative customer / business relations.
Education & Professional Development
Master of Business Administration University of Phoenix
Bachelor of Arts in Communication Arts Assumption College
Licensed FINRA Series 6 & 63 │ Licensed Xxxxxx Life Insurance
Yyyyyy x. yyyyyy
Proven Team Leader │ New Business Development Specialist │ Expert in Account Management
xxxxxx Leslie Carson │ Xxxxxx, XXXXXX xxxxxx │ (xxx-xxx-xxxx │ abc@xyz.com
Date
Hiring Agent Name
Company Name
Address
City/State/Zip Code
Dear__________________:
I am currently exploring a new career opportunity within a challenging [ Insert Job Title ] role, and I believe that I can make a positive contribution to your bottom-line performance.
To acquaint you with my background, please note that I can offer experience in Branch Operations Management, Team Building / Training, Strategic Analysis / Planning, New Business Development, and Business Relationship Management. I am also highly skilled in Client Needs Analysis / Assessment, High-Volume Sales, Account Management, Product / Services Marketing, Brand Promotions, and Customer Service, among other areas.
Recently, as a Business Relationship Manager for JPMorgan Chase, I expertly led all facets of business relationship initiatives, including managing and growing a portfolio of clients with $18 million in deposits, $25 million in credit, and $850,000 in treasury services. Within this role, I served as a trusted advisor to clients to deliver customized banking products and solutions. I also proactively called on existing clients to ascertain needs for optimal product and service growth opportunities, and continually ensured profitability of portfolio within evolving, competitive financial markets.
A sampling of my accomplishments include:
Achieving recognition as a Top Performer in Treasury Services month after month.
Conceptualizing, developing, and managing a disciplined marketing processes to drive success.
Expertly identifying strategies to maintain and build relationships with clients, prospects, and centers of influence.
To complement this experience, I successfully earned a Master of Business Administration from the University of Phoenix and a Bachelor of Arts in Communication Arts from Assumption College. I am also licensed in FINRA Series 6 and 63 and in Xxxxxx Life Insurance.
[ Suggestion! Address Here Any Skills / Qualifications / Achievements Relevant to the Job Posting ]. As this is just an example of my abilities, please kindly refer to my enclosed resume for additional experience.
As a proven leader, you will find that I am positioned to deliver both immediate and long-term results with a continued commitment to exceeding your team s goals. I am eager to discuss how my qualifications uniquely match your current and future needs, and look forward to interviewing with you soon.
Sincerely,
Yyyyyy x. yyyyyy
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