Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Information
Certification
Timeline
Interests
Work Availability
OfficeManager
CHARLES CONEY BURGESS

CHARLES CONEY BURGESS

Teaching and Coaching
314 21st Avenue, San Francisco,CA

Summary

  • Fun, friendly, purposeful, and efficient law degree educated professional seeking to utilize systematic skills which allow me to best serve as a USPTA certified tennis coach and assistant teacher.

I am a certified USPTA tennis professional and I most recently coached tennis full time at the Goldman Tennis Center in San Francisco. I averaged 6 groups per day and provided new lesson plans. I learned how to teach autistic, teenagers, and beginning to intermediate adults in both group and private lessons.

Passionate to help others, extraordinary skill set at working with a wide variety of kids and adults, patience when dealing with parents, proven ability to follow lesson plans and rules of engagement, I am in a great place to help your organization prosper, thrive and ultimately attract the best students in the Bay.

In 2014, I worked as a substitute teacher for the Windham School District , the largest correctional education system in the United States.Education classes was GED training instructing 30 male inmates with basic writing or math exercises. I helped inmates in the Clements Maximum Security Unit, at The Texas Department of Corrections.

I’m a spirited professional committed to inspiring personal drive and self-confidence through motivational training and skills development. I use purposeful fun as the way to employ example-based instruction styles to build trust as a hands-on leader that is inclusive , and safe. I encourage and reward open, constructive communication between students and staff to set clear goals and build vision of excellence.

Overview

29
29
years of professional experience
3
3
Certification
8
8
years of post-secondary education

Work History

Assistant Tennis Professional

The Lisa and Douglas Goldman Tennis Center
Francisco , CA
03.2021 - Current
  • Fun, friendly, welcoming attitude
  • Excellent ability to communicate effectively to groups of children, teenagers and adults
  • Passion for the game of tennis and teaching the life skills of the sport, such as resilience, perseverance, overcoming set backs
  • Ability to work with a wide variety of skill levels and age groups from kids to adults and first-time players through advanced
  • Primarily enjoy coaching kids if had to pick
  • Patience when dealing with students new to the sport
  • Proven ability to follow a lesson plan and safety guidelines
  • A solid understanding of classic and modern tennis fundamentals
  • A strong work ethic that includes being punctual and professional at all times
  • Above all, make a positive impact on everyone I touch, strive to always leave people in a better place before you met.
  • Delivered high level of energy and enthusiasm to all customer-oriented activities, which helped promote excitement from all participants.
  • Coached athletes in private and group lessons to help improve hand-eye coordination.
  • Provided both group and private instruction to children aged 5 to 65 to several thousand people, which helped improve patience and understanding.
  • Worked with players seeking to improve non-competition play by providing instruction in tactics and the mental approach to tennis.
  • Increased player strength, agility and game skills through successful practices.
  • Promoted proper stretching, warmups and conditioning exercises to prevent sports injuries.
  • Trained athletes in proper use of equipment for safety and maximum results.
  • Developed game plans and adjusted to meet various game situations.
  • Established clear benchmarks for performance and monitored individual and team progress.
  • Coordinated special events such as pre-season tryouts, training camps and special workshops to support team goals.
  • Educated players on nutrition and positive life choices for better health and performance.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Carried out day-day-day duties accurately and efficiently.
  • Focused on improving technical expertise and efficiency of serves, volleys and groundstrokes in positive learning environment.

Senior Licensed Relationship Manager

J.P. Morgan Bank
San Francisco, CA
08.2018 - 08.2019
  • Meet or exceed deposit or loan growth goals
  • Resolve customer issues in a timely and respectful manner
  • Develop and execute client driven market strategies to drive operational excellence and client deepening strategies while endearing to regulatory securities and supervision laws, policies and procedures.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Generated new business and referral clients in partnership with financial advisors and branch team.
  • Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
  • Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
  • Planned portfolio solutions after carefully analyzing clients' financial health and future requirements.
  • Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
  • Supported end-to-end credit management process, submitted complete loan documentation and supported credit originations for credit compliance.
  • Operated in self-directed environment with minimal input to solve problems and implement resolutions.
  • Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
  • Worked with clients to address and respond to client and partnership management issues.
  • Educated customers about loans, swaps, derivatives, foreign exchange service and using Ex Im Bank in Washington if collecting foreign receivables was putting pressure on cash flow debt service.
  • Managed portfolio of $800,000,000 for my corporate clients like CVS Corporation, plus $100,000,000. or or about for my Private Banking or high net worth (HNW) clients.
  • Used effective sales strategies to create a buying environment, give value first, connect and gain the trust so that sales for me was really my clients becoming comfortable enough to buy or use my bank's services. I was one of the top producers in almost every bank where i worked, because I learned that people don't like to be sold, but if you give value first, make best efforts to connect and gain trust over dinner, my clients used our services or financing because of me.
  • Networked with business leaders and executives to identify clientele within local community.
  • Supported branch managers by introducing local CFO's to our branch manager.
  • Transcended requirements on consistent basis to satisfy customers.
  • Assessed client satisfaction throughout credit management process by soliciting customer feedback and asking probative questions.
  • Presented clients with multiple options to meet diverse demands.
  • Developed time frames to give clients some expectation of delivery or follow up.

Business Development Manager

Herring Bank
Amarillo, TX
01.2011 - 04.2017
  • Developed wallet share through cross selling financial serves to existing clients and prospects
  • Sold loans and leasing services, cash management, trust and investment services to middle market and small businesses
  • Conducted market feasibility studies to bank branches proximity to potential prospects seeking a cash management depository relationship.
  • Established relationships with key decision-makers within customer's organization to promote growth and retention.
  • Researched and identified opportunities for account growth, account penetration and market expansion.
  • Reached out to potential customers via telephone, email and in-person inquiries.
  • Negotiated and closed long-term agreements with new clients in assigned territory.
  • Worked with existing customers to increase purchases of products and services.
  • Negotiated, prepared and signed contracts with clients.
  • Performed research to uncover potential target areas, markets and industries.
  • Represented company and promoted products at conferences and trade association meetings.
  • Coordinated innovative strategies to accomplish marketing objectives and boost long-term profitability.
  • Generated new business with marketing initiatives and strategic plans.
  • Created reports and presentations detailing business development activities.
  • Collected data and performed customer needs analysis.
  • Collaborated with sales and marketing departments to support business objectives and client acquisition.
  • Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
  • Collaborated with company departments to develop new strategies to capitalize on emerging customer and market trends.
  • Identified key products, services and customers and used data to devise innovative sales and marketing plans enabling dramatic growth.
  • Completed and submitted monthly and yearly reports to support executive decision making.
  • Consistently exceeded quotas through penetration of new accounts.
  • Applied consultative selling techniques to prospect senior management to close business.
  • Developed and implemented favorable pricing structures balancing firm objectives against customer targets.
  • Devised effective marketing, sales and other promotional initiatives.
  • Uncovered and qualified prospects and sales opportunities in targeted markets using external resources.
  • Prospected 30 new weekly leads using cold calling, site visits and customer referrals.
  • Grew sales numbers by 25% through skilled sales support for new and existing customers.
  • Developed and promoted successful company sales and account management personnel into leadership positions to drive company growth.
  • Capitalized on industry and marketplace trends to strategize marketing solutions and enhance business operations.
  • Partnered with business teams and IT personnel to align project goals with business strategy and define project milestones.
  • Kept meticulous client notes and time frames for follow up or delivery.

Senior Relationship Manager

Frost Bank
Austin, TX
01.2008 - 01.2010
  • Recruited to provide diverse finance, banking, loan, and business services for a $30 million loan portfolio plus cross sell fee income bank services, such as, cash management, trust, leasing, and swaps to grow wallet share
  • Top lender in 2009.
  • Researched current trends to identify prospective customers and determine specific needs.
  • Worked with clients to address and respond to client and partnership management issues.
  • Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
  • Gave exciting presentations to prospects and leads in effort to build business opportunities.
  • Developed new banking relationships with business prospects.
  • Employed Skill and Skill to drive client satisfaction and retention.
  • Networked with accountants and attorneys to develop business.
  • Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
  • Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
  • Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
  • Established and checked coding procedures, monitored reports and updated internal files.
  • Improved overall financial reporting by streamlining control processes and reporting structures.

Senior Relationship Manager

SunTrust Bank
Memphis, TN
01.2006 - 01.2008
  • Developed client relationships, resulting in loan growth of $20 million, and new deposit s in excess of $3 million
  • Oversaw underwriting of each loan request plus the on-going monitoring of credit quality and compliance
  • Recognized as Sun Trust Top Performer for Loan Production in 2008.
  • Worked with clients to address and respond to client and partnership management issues.
  • Developed new banking relationships with business prospects.
  • Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
  • Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
  • Complied with established internal controls and policies.
  • Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.

Vice President Relationship Manager

Union Planters Bank
Memphis, TN
01.2003 - 01.2006
  • Worked with clients to address and respond to client and partnership management issues.
  • Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
  • Researched current trends to identify prospective customers and determine specific needs.
  • Gave exciting presentations to prospects and leads in effort to build business opportunities.
  • Developed Timeframe summaries to assess each client's participation level and determine targets for follow-up plans.
  • Developed new banking relationships with business prospects.
  • Networked with accountants and attorneys to develop business.
  • Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
  • Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
  • Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.
  • Developed strategic plans for day-to-day financial operations.
  • Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
  • Resolved escalated customer issues and boosted retention rates by 15%.
  • Increased new bank relationships within local community through execution of quarterly promotions.
  • Performed spending analysis and partnerships to refine policies and develop recommendations for improvement.
  • Reviewed more than 58 financial statements per month.

Vice President Relationship Manager

First National Bank of Maryland
Baltimore, MD
01.1996 - 01.2003
  • 33 calls a month, built a portfolio from $3 million to $650,000,000.
  • Seven consecutive year top producer
  • In the history of the bank, sold the largest interest rate swap and sold largest trust indenture service.
  • Worked with clients to address and respond to client and partnership management issues.
  • Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
  • Researched current trends to identify prospective customers and determine specific needs.
  • Gave exciting presentations to prospects and leads in effort to build business opportunities.
  • Developed new banking relationships with business prospects.
  • Networked with accountants and attorneys to develop business.
  • Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
  • Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
  • Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
  • Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Developed strategic plans for day-to-day financial operations.
  • Validated existing accounting management and reporting systems to assess quality and conformance, identify problems and implement corrective actions.
  • Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
  • Resolved escalated customer issues and boosted retention rates by 37.9%.

Credit Analyst Training Program (16 Months )

First National Bank Of Maryland
Baltimore , MD
08.1994 - Nov
  • Established and monitored corporate banking relationships with middle-market and large companies
  • Presented credit packages to loan committee, managed client relationships, monitored credit quality, collateral value, and sold bank services
  • Managed loan portfolio in excess of $50 million
  • For two consecutive years, recipient of outstanding commercial lending manager
  • Assessed credit risk and analyzed financial statements.
  • Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
  • Made decisions and recommendations about extending lines of credit.
  • Conducted financial review of customer lines of credit by assessing company financials and initiating credit application reviews.
  • Performed credit reviews on corporations to assess financial conditions.
  • Placed customer accounts on hold due to past due payments.
  • Controlled credit exposure by providing financial order management support to minimize risk and obtain timely payment.
  • Contacted customers and requested financial documentation.
  • Improved understanding of financial statements, which helped in assessing risk.
  • Minimized accounts receivable collections and reconciled customer billings and statements.
  • Gathered loan documentation for underwriting.
  • Conducted presentations to upper management and executive teams for loan recommendations.
  • Reviewed customer files on regular basis to make sure receivables were in sound condition.
  • Worked in tandem with sales team and customers to negotiate payments and verify account reconciliations.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Carried out day-day-day duties accurately and efficiently.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Worked flexible hours; night, weekend, and holiday shifts.
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
  • Complied with internal controls and government regulations.
  • Handled [Number] calls per day to address customer inquiries and concerns.

Tennis Instructor

Nick Bollittieiri Tennis Academy
Bradenton , FL
01.1980 - 01.1984
  • Summer camps for all ages
  • Explained and demonstrated basic tennis techniques to team members.
  • Coached established tennis players in advanced game techniques and competition strategies.
  • Taught proper physical conditioning for maximum endurance, health and safety.
  • Expanded professional knowledge and expertise through annual coaches' clinic participation.
  • Volunteered to coach disadvantaged inner-city youth in basics of tennis.
  • Developed videotapes and reviews of players to drive performance improvements.
  • Created and organized off-season tennis camps for 3 years.
  • Maintained and improved facilities for 15 tennis programs through dedicated fundraising, grant applications and solicitation of corporate sponsorships.
  • Increased player strength, agility and game skills through successful practices.
  • Promoted proper stretching, warmups and conditioning exercises to prevent sports injuries.
  • Trained athletes in proper use of equipment for safety and maximum results.
  • Developed game plans and adjusted to meet various game situations.
  • Established clear benchmarks for performance and monitored individual and team progress.
  • Coordinated special events such as pre-season tryouts, training camps and special workshops to support team goals.
  • Educated players on nutrition and positive life choices for better health and performance.
  • Evaluated tapes of competition matches to assess strategies and plan counter approaches.
  • Recruited student-athletes of highest caliber to elevate team performance.

Management Training Program Trader Joes

Trader Joes
San Francisco , CA
08.2019 - 02.2021
  • Collaborated with team members to achieve target results.
  • Devoted special emphasis to punctuality and worked to maintain outstanding attendance record.
  • Worked with customers to understand needs and provide excellent service.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Maintained excellent attendance record, consistently arriving to work on time.

Management Trainee

Trader Joes
San Francisco , CA
08.2018 - 08.2019
  • Gained knowledge of company policies, protocols and processes.
  • Acted with integrity, honesty and knowledge to promote culture of company.
  • Monitored cash drawers in multiple checkout stations to confirm adequate cash supply.
  • Described product to customers and accurately explained details and care of merchandise.
  • Purchased or requisitioned supplies and equipment to facilitate timely delivery of services.
  • Pursued every opportunity to learn about [Type] business at all levels and improve team member support.

Management Team Member

Trader Joes Warehouse
San Francisco, CA
08.2019 - 02.2020
  • Developed and maintained relationships with customers and suppliers through account development.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Evaluated employees' strengths and assigned tasks based upon experience and training.

Education

J.D. - Law

Syracuse University College of Law
Syracuse, New York
08.1991 - 05.1994

Bachelor of Arts - English

Syracuse University
Syracuse, NY
08.1984 - 05.1989

Skills

  • Personal Counseling
  • Decision Making
  • Athlete Training and Motivation
  • Fitness Assessments
  • Parent Relations
  • Written and Verbal Communication
  • Relationship Development
  • Sound Judgment
  • Conflict Management
  • Team Building
  • Critical Thinking
  • Attention to Detail
  • Schedule Coordination
  • Self Control
  • Physical Conditioning
  • Contract Negotiation
  • Student Advising
  • Parent Communication
  • Creative problem solving
  • Classroom management
  • Special education
  • Lesson implementation
  • Group Instruction
  • Safety awareness
  • Lesson plan implementation
  • Discipline
  • Verbal and written communication
  • Clinic Planning and Leadership
  • Nutritional Advice
  • Weight Training
  • Private Lessons
  • Play strategies
  • Coaching skills
  • Team development
  • Offensive and defensive strategy
  • Game rules
  • Exercise planning
  • Sports injuries training
  • Athlete safety
  • Team Training
  • Physical and endurance training

Accomplishments

  • Series 6, 63, and CA Insurance
  • Credit Analyst Training Program
  • USPTA Certified Tier 1 Coach.
  • Ranked top #40 in Boys 18's in Texas
  • Golden Gloves Boxing Champion in Panhandle of Texas.

Additional Information

DISTINCTIONS AND AWARDS , Chief Justiceof Syracuse University Judicial Board,1994 Chayat Memorial Leadership Award, 1994 Boston Globe Award for Campus Journalism, 1994

Certification

  • Certified Licensed Relationship Banker , J.P Morgan ,
  • Licensed Series 6, Series 63, California Life Insurance Certification

Timeline

Assistant Tennis Professional

The Lisa and Douglas Goldman Tennis Center
03.2021 - Current

Management Training Program Trader Joes

Trader Joes
08.2019 - 02.2021

Management Team Member

Trader Joes Warehouse
08.2019 - 02.2020

Management Trainee

Trader Joes
08.2018 - 08.2019

Senior Licensed Relationship Manager

J.P. Morgan Bank
08.2018 - 08.2019

Business Development Manager

Herring Bank
01.2011 - 04.2017

Senior Relationship Manager

Frost Bank
01.2008 - 01.2010

Senior Relationship Manager

SunTrust Bank
01.2006 - 01.2008

Vice President Relationship Manager

Union Planters Bank
01.2003 - 01.2006

Vice President Relationship Manager

First National Bank of Maryland
01.1996 - 01.2003

Credit Analyst Training Program (16 Months )

First National Bank Of Maryland
08.1994 - Nov

J.D. - Law

Syracuse University College of Law
08.1991 - 05.1994

Bachelor of Arts - English

Syracuse University
08.1984 - 05.1989

Tennis Instructor

Nick Bollittieiri Tennis Academy
01.1980 - 01.1984

Interests

Tennis, Fitness , Self Improvement, Kaizen

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Similar Profiles

CREATE PROFILE
CHARLES CONEY BURGESSTeaching and Coaching