David Sechrist
Citrus Heights,CA
Summary
Results-driven banking center manager with over 7 years of experience in the banking industry. Seeking a management position to showcase leadership abilities in building strong customer rapport and driving increased profits for the bank. Conscientious professional with expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on a wide range of investment options and strategies to maximize financial security. Utilizes an excellent understanding of markets, financial products, and taxes to provide the best advice and guidance to clients. Committed to helping clients meet their financial goals, with extensive experience developing and implementing investment strategies tailored to their individual needs and objectives. Passionate about providing sound financial advice and helping clients reach their financial goals.
Overview
21
21
years of professional experience
Work History
Retirement Specialist
Bankers Life and Colonial Penn
02.2024 - Current
- Provided exceptional customer service by addressing client inquiries promptly and professionally.
- Increased client base by conducting informative seminars and workshops on retirement planning strategies.
- Managed assets under advisement effectively by maintaining strict adherence to clients'' stated investment objectives through consistent portfolio rebalancing or reallocation when needed.
- Conducted comprehensive reviews of client portfolios to ensure optimal asset allocation for risk tolerance and growth potential.
Banking Center Manager
Academy Bank
03.2014 - 05.2016
- Responsible for hiring, training, maintaining and promoting personal bankers within the company
- Efficient in sales strategies with proven results (2016): First quarter loan goal exceeded tri-fold with the submission of approved HELOC and personal express loans
- Secured credit card expectations booked six months out in advance
- Rewarded First Place in Secured Card booked for the company statewide
- Top checking account production for the company statewide
- Accomplishes job expectations and goals by promoting individual achievements and recognizing employees strengths and weaknesses
- Promotes a strong teamwork environment with customer's needs placed as the number one priority.
- Implemented robust risk management procedures, minimizing potential losses and maintaining a secure banking environment.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Managed the preparation, sorting, and distribution of a wide range of reports to different branches.
Account Manager
McAfee
04.2012 - 10.2014
- Maintained, promoted, and created new accounts and customer relations
- Analyzed sales data from designated territories to execute effective strategies
- Trained and coached staff on how to promote products and increase sales
- Engaged customers while presenting different products and pricing details
- Partnered with the sales team to provide seamless customer interaction.
Financial Specialist
Wells Fargo
01.2006 - 01.2008
- Accomplished sales goals by training with staff and producing new approaches to everyday situations
- Communicated with staff on how to attain and retain customers
- Provided stellar customer service by determining the customer's needs and approaching them with their personal benefits of the products
- Provided knowledge to team regarding product enhancements and changes, and effectively coached on promoting sells.
Senior Banker
US Bank
01.2004 - 01.2006
- Ensure policies and procedures were being maintained by all employees
- Train new associates on how to open and maintain new accounts
- Supervise all teller transactions and ensure cross-sales on the teller line
- Maintain a working portfolio of customers and provide excellent customer service.
Education
Business, Management, Marketing and related support - Business Administration And Management
Bucks Community College
Newtown, PA01.2000
High School Diploma -
Bear River High School
Grass Valley, CA01.1998
Skills
- Sales Driven: When given a task a plan to exceed the goal
- Efficient Trainer: Believes everyone can learn, goes the extra mile to ensure others are reaching their fullest potential
- Operations Proficient: Ensures all policies are being adhered to and takes any needed steps to correct anomalies
- Customer Service: Strives to meet customers needs and exceed experience expectations
- Strong Management: Drives team to accomplish all tasks set forth and encourages development
- Client Relationship Building
- Cash Flow Management
- Continuing Education Commitment
- Long-Term Care Planning
- Risk Management Proficiency
- Portfolio diversification
- Investment Management
- Inflation protection strategies
References
Available upon request
Timeline
Retirement Specialist
Bankers Life and Colonial Penn
02.2024 - Current
Banking Center Manager
Academy Bank
03.2014 - 05.2016
Account Manager
McAfee
04.2012 - 10.2014
Financial Specialist
Wells Fargo
01.2006 - 01.2008
Senior Banker
US Bank
01.2004 - 01.2006
Business, Management, Marketing and related support - Business Administration And Management
Bucks Community College
High School Diploma -
Bear River High School
Similar Profiles
Hamid MianHamid Mian
Insurance Agent at Bankers Life and Colonial PennInsurance Agent at Bankers Life and Colonial Penn
George BaldiGeorge Baldi
Unit Sales Manager at Bankers Life and Colonial PennUnit Sales Manager at Bankers Life and Colonial Penn
Marco GarciaMarco Garcia
Insurance Agent at Bankers Life and Colonial PennInsurance Agent at Bankers Life and Colonial Penn