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Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx
abc@xyz.com
Results Oriented Business to Business Sales Professional with a proven track record of substantially increasing revenue within the financial industry.
Profile of Qualifications
- Demonstrated ability to increase overall team performance by implementing innovative training and development strategies.
- Recognized continually as a Top Performer for achieving and surpassing sales goals.
- Comprehensive understanding of the skills needed to anticipate, meet and exceed client expectations in a proactive and courteous manner.
Key Areas of Expertise
|
Sales Operations Revenue Growth |
Financial Industry Knowledge Client Relationship Management |
Training & Development Prospecting
|
Professional Synopsis
Fifth Third, Evergreen Park 2013-Present
Investment Representative
- Continually meet and exceed existing company metrics; generating $49k in investment revenue and $3M+ in new assets.
- Leverage subject matter expertise to implement highly effective training programs for Tellers and Personal Bankers.
- Recognized for obtaining 150% of goal in 2015.
Citibank, Oak Lawn 2010-2013
Personal Banker
- Strategically identified client needs and developed innovative solutions to promote satisfaction and increase overall customer base.
- Surpassed existing sales goals exponentially; booked $150M in mortgages while accomplishing 250% of goal.
Citibank, Little Italy 2007-2010
Senior Client Financial Analyst
- Utilized strong financial industry knowledge to successfully exceed existing sales goal by 120%.
- Resourcefully prospected potential clients throughout various strategies, key to increasing overall client base.
- Designed and implemented training programs regarding regulatory compliance, company policies and customer service.
Citibank, Orland Park 2000-2006
Client Financial Analyst
- Established and maintained key client relationships while simultaneously promoting company products and services.
- Served as companywide trainer, focusing primarily on increasing overall team productivity.
- Recognized as top 10% performance wise for achieving 172% of annual sales goal.
Licensure & Professional Development
Life, Health and LTC Licenses
Series 6 and 63 Licenses
Recognized in top 1% of Citibank; 2010, 2011, 2012 and 2013
Citi Star Award Winner; 2010, 2011 and 2012
Service Excellence Award Winner; 2001 and 2006
Bank at Work Sales Award, Citibank; 2003
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