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Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000 ~ 810-542-1349 ~ abc@xyz.com
Career Profile
Key Contributor & Effective Leader supporting operations and administrative functions in fast-paced and high-stress environments within a variety of industries. Experienced in driving internal changes by applying expertise in strategy development, supervising staff members, and increasing customer service levels. Equipped with a significant ability to leverage skills in project management and to introduce new tools for cost/time savings and efficiency improvements while simultaneously fostering positive rapport with clients.
Licensure includes: FINRA Series 6, 63, 65 and State of Virginia Resident Insurance Licenses for Heath, Annuities, and Variable Contracts. Chartered Retirement Planning Counselor Designation
Key Competencies
Sales/Business Development Strategy Development Process Improvement Oral/Written Communication |
Product Knowledge Attention to Detail Salesforce/MS Office Moneyguide Pro/eMoney |
Vendor Management Complex Problem Solving Team Leadership Organizational Safety |
Professional Experience
SunTrust, Alexandria, VA March 2013-June 2016
Premier Bank, Vice President
Handled several sales and business development functions within a retail banking environment which included maintaining positive rapport with over 240 clients which accounted for over $52 million in deposits, $85 million in outstanding loans, and $85 million in investments
Implemented strategies which focused on streamlining current sales processes which resulted in exceeding sales targets and achieving recognition as a Top 40 Banker within the entire organization
Achieved over 100% attainment of monthly production goals in deposit growth, lending volume, and investment production within 2016
Wells Fargo, Springfield, VA May 2011-February 2013
Licensed Store Manager Level 3
Directly managed daily operations within a fast-paced retail banking branch which required supervising staff members, implementing sales strategies, and diffusing complex customer service situations
Achieved a ranking within the Top 5% of Branch Managers within the local area in 2012, consistently exceeded sales goals, and achieved a 90% score on the annual Store Operations Control Report
Wachovia Bank, Springfield, VA April 2009-May 2011
Licensed Financial Specialist
Oversaw financial and customer service related tasks with a concentration on improving customer relationships and targeting potential new customers within the community
Attended community events on behalf of the organization, promoted new products and/or promotions, and provided individualized sales coaching to branch personnel
The Prime Financial Group, Clawson, MI June 2006-February 2008
Loan Officer
Instrumental in the management of loan related products within the organization which included contacting potential leads obtaining through both LendingTree and online mortgage loan applications
Coached clients on loan related best practices/standards, fostered positive rapport with both new and existing clients, and improved community relations within the community
Reviewed financial documentation, communicated underwriting results to clients, and handled loan processing
Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000 ~ 810-542-1349 ~ abc@xyz.com
Date
Hiring Agent Name
Title
Company Name
Address
City/State/Zip Code
Dear__________________:
I am currently seeking a challenging career opportunity in a (INSERT TITLE OF TARGET POSITION) capacity and am submitting my resume for your review. In advance, thank you for your time and consideration.
As demonstrated in the accompanying resume, my professional qualifications include a strong background in sales and business development roles within the retail banking industry with experience in identifying potential clients within the community, overcoming client objections, reviewing client financial status, and making appropriate product recommendations. In addition, I have a keen ability to manage up to 240 client accounts which account for over $52 million in deposits.
To complement my professional experience, I also possess superior interpersonal and communication skills with an impressive ability to foster positive rapport with clients, staff members, and members of management.
As an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance. I am confident that I could be a valuable asset to your organization, and look forward to interviewing with you in the near future.
Sincerely,
Erik Steudle
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