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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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