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Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx
abc@xyz.com
Profile of Qualifications
Driven, results-oriented Leader with over 15 years of experience optimizing efficiency throughout financial operations.
Skilled in leveraging subject matter expertise to develop and deploy highly effective training and development programs for staff members.
Dynamic interpersonal communication skills, critical to rapidly establishing rapport and maintaining lasting relationships.
Regarded for the ability to deliver outstanding results with the highest degree of expertise, service and professionalism.
Key Areas of Expertise
Financial Operations Regulation Compliance Process Improvement |
Training & Development Relationship Management Revenue Growth |
Leadership Interpersonal Communication Marketing
|
Professional Synopsis
Sweeney Buick GMC Chevrolet-Youngstown, Ohio 2002-2008 & 2014-Present
Finance Director (2014-Present)
Used Car Manager/Inventory Manager-Sales & Leasing Trainer (2002-2008)
Fulfill critical financial management position, with associated responsibilities including maintaining quality control, ensuring regulatory compliance and overseeing $3M in pre-owned vehicle inventory.
Create and deploy highly effective training and development programs for 40+ staff members; monitor performance closely.
Leverage strong interpersonal skills to rapidly establish rapport, simplify complex concepts and maintain lasting relationships.
Streamline process improvement initiatives, resulting in increased department profitability and elevated customer satisfaction levels.
Implement initiatives to promote positive forecasted income, penetration levels and customer satisfaction index (CSI) scores.
Responsible for advanced menu product presentation, achieving a 12-month average of 75% product penetration and $1658 PVR.
Chief responsibilities include maintaining manufacturer certification throughout department, generating in depth reports and overseeing 100+ monthly deliveries.
Repeatedly achieve and surpass monthly income goals.
PNC Bank- Canfield, Ohio 2013-2014
Financial Specialist
Resourcefully identified client needs and designed individualized solutions to ensure satisfaction.
Leveraged strong industry knowledge, coupled with strong communication skills, to successfully cultivate lasting relationships.
Recognized as top sales performer; conducted thorough training for branch employees to increase team performance.
JPMorgan Chase- Salem, Ohio 2010-2013
Relationship Banker/Registered Investment Representative
Conducted in depth training to drive performance across team, focusing heavily on solution development, marketing campaign creation and relationship management.
Strategically promoted bank products/services, concentrating heavily on fostering positive client relationships.
Designed innovative sales strategies and educated multiple districts on techniques.
Continually exceeded expectations; recognized for generating $166k/monthly in new deposit growth, $206k/monthly in funded mortgage referrals and referring $1.5M in financial services assets in 2012.
Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx
abc@xyz.com
Thrivent Financial for Lutherans- Poland, Ohio 2008-2009
Financial Associate-Partner/Penn-Ohio Financial Associates
Fulfilled key leadership positions, overseeing 1,200+ member/client accounts.
Contributed extensively to production of 24,000+ units within first 24 weeks of employment.
Brennan Financial Group- Poland, Ohio 2008
Registered Representative/New England Securities
Streamlined process improvement initiatives throughout financial operations, resulting in $20k in gross dealer commissions, as well as $500k in additional assets within first 19-weeks of employment.
Recipient of NEF top producer Super Starter Award.
Sioux City Explorers Baseball Club-Sioux City, Iowa 2000-2002
Director of Community Relations/Group Sales, Director of Promotions/Marketing
Deployed highly effective sales/marketing campaigns to drive company revenue; surpassed previous year revenue by 168%.
Responsibilities included fundraising coordination, public relations management fostering positive client relationships.
Education & Professional Development
Bachelor of Science in Business Administration-Industrial Marketing,
Youngstown State University, Youngstown, Ohio
AFIP Certified, November 2014
Series 7, Series 66 Licensed
Ohio Life, Variable Annuity, Accident & Health Licensed
Notary Public, Mahoning County, Ohio
Fraternal Member, Masonic Wick Lodge 481
Youngstown State University Alumni Association Member
Boardman Football Alumni Association President
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