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Yyyyyy x. yyyyyy
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- 10667 Vessey Rd.Ÿ Bloomington, XXXXXX xxxxxx ( (xxx-xxx-xxxx * abc@xyz.com |
Private Banker (Wells Fargo)
Qualifications Profile
Highly self-motivated and results-driven management professional with more than 9 years providing high-performance customer service, account management, and operations management support in the banking industry with early exposure in the media industry.
Detail-oriented without losing sight of the big picture, analytical and methodical with critical thinking to strategize solutions in addressing work issues even under stressful work conditions.
Well-organized with multitasking and prioritization skills that optimize resources to achieve outstanding results from concurrent tasks.
Decisive leadership, strong people management, and exceptional interpersonal communication skills that inspire confidence while forging teamwork synergies with colleagues and subordinates across diverse ethnicities.
Key Expertise
Marketing & Sales (Trad. & Online)
Business Development
Corporate Solutions Marketing
B2B/B2C Sales Management
Cross-Sales/Up-Sales Techniques
Territory Sales Administration
Multiple Account Management
Customer Service Management
Relationship Management (Customers, Public, & Suppliers)
Market Research & Planning
Product/Service Presentation
Financial Portfolio Management
Service Quality Management
Wealth & Investment Management
Profitability Management
Inter-Office Coordination
Negotiations & Diplomacy
Policies & Regulatory Compliance
Multiple Concurrent Project Management
Personnel Administration
Office & Staff Administration
Team Building Dynamics
Records & Document Management
MS Office, Email/Webmail, Web Research, Social Networking, & Online Collaborative Computing
Professional Experience
Well Fargo Ÿ Bloomington, XXXXXX
Assistant Vice President, Payroll Sales Specialist - Business Payroll Services Apr 2010 Present
Oversee full-service financial services to bank s corporate clients, administering payroll services to businesses of varying sizes, and addressing their business needs through the various solutions offered by the bank.
Conduct cross-selling and upselling of Wells Fargo insurance services and solutions in HR and Timekeeping.
Build and nurture lasting professional relationships with clients, and banking partners, ensuring all client issues and complaints are resolved for repeat business and continued patronage.
Oversee marketing and sales to business clients and bank partners to identify and develop payroll markets.
Wells Fargo Phone Bank: Ÿ Shoreview, XXXXXX
Inbound Sales Specialist Mar 2008 Apr 2010
Developed and distributed information kits on financial products covering home equity, loan, savings, and investment strategies for current and target customers through inbound sales.
Identified opportunities for cross-selling and upselling for existing clients.
Explored assigned sales territory for prospective clients.
Mentored new hires in the sales team under the company s Banker Coach Program.
Endeavor Advertising Group, Inc Ÿ Roseville, XXXXXX
Account Manager Jun 2007 Jan 2008
Developed and implemented training programs on ales success principles through direct sales (schedule/territory, goal setting, outbound and inbound sales, cold calling, cross-selling/upselling, and other proven sales techniques).
Performed HR support covering applicant interviews, selection, and hiring to build a personal sales team.
Education
B.S. in Psychology
EASTERN ILLINOIS UNIVERSITY Ÿ Charleston, IL (2007)
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