Cory Wood
Riverview,FL
Summary
Results-driven Vice President with forward-thinking approach centered on company success and competitive growth. Demonstrated record of success in building successful teams and managing profitable operations.
Overview
16
16
years of professional experience
Work History
Premier Banker/Vice President
Truist Financial
03.2022 - Current
- Improved client satisfaction by delivering personalized financial solutions and exceptional customer service.
- Strengthened client retention by conducting periodic portfolio reviews and providing valuable insights on investment performance.
- Exceeded annual sales targets consistently, demonstrating strong business development skills and dedication to customer satisfaction.
Financial Solutions Advisor/Assistant Vice President
Bank of America & Merrill
01.2019 - 12.2021
- Enhanced client satisfaction by providing tailored financial solutions and personalized investment advice.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
Personal Banker
SunTrust Bank
09.2017 - 12.2018
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Assisted in the development of marketing strategies to increase awareness of bank products and services within the local community.
- Achieved Platinum Banker in first full calendar year, Top 1% performer -Provided clients with financial guidance through asset management and credit solutions -Built and developed client relationships
Financial Services Representative
New York Life
03.2016 - 09.2017
- Developed targeted marketing campaigns to attract new clients and expand market share within the region.
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
Professional Poker Player
Self Employed
01.2008 - 03.2015
- Maximized earning potential by identifying profitable opportunities within specific games or tournament structures based on skillset analyses.
- Increased win rates by implementing advanced mathematical concepts to make informed decisions.
- Rated in 99.98 percentile among online players worldwide in 2011
Education
Bachelor's Degree - Business Management
Middle Tennessee State University
01.2015
Skills
- Customer Relationship Management
- Creative Thinking
- Cross-Selling and Partner Referrals
- Risk Mitigation
- Self-motivated nature
- Strategic Planning
- Financial Institution Regulations
- Legal standards
- Business Planning
- Regulatory Compliance
- Customer Service
Timeline
Premier Banker/Vice President
Truist Financial
03.2022 - Current
Financial Solutions Advisor/Assistant Vice President
Bank of America & Merrill
01.2019 - 12.2021
Personal Banker
SunTrust Bank
09.2017 - 12.2018
Financial Services Representative
New York Life
03.2016 - 09.2017
Professional Poker Player
Self Employed
01.2008 - 03.2015
Bachelor's Degree - Business Management
Middle Tennessee State University
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