Results-driven professional provides expertise in customer relations and sales management. Successfully establishes relationships with clients and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Branch Manager
First National Bank
05.2021 - Current
Conducting financial reviews with personal & business clients.
Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
Maintained friendly and professional customer interactions.
Adhere to compliance regulations & passing internal audits.
Personal Banking Rep III
First National Bank
08.2014 - 05.2021
Building relationships with local business owners, consulting to offer products & services to help support their business.
Collaborate with internal partners such as mortgage, wealth, & treasury services.
Increased customer satisfaction by providing personalized banking solutions and exceptional service while achieving sales targets.
Participated in community events as representative of bank, fostering goodwill within local area.
Facilitated loan application processes for personal clients, guiding them through requirements documentation completion to approval stages smoothly.
Financial Service Representative
TD Bank
07.2011 - 08.2014
Established client relationships while increasing branch profits.
Enhanced customer satisfaction by providing personalized banking solutions and exceptional service.
Worked effectively in fast-paced environments.
Self-motivated, with strong sense of personal responsibility.
Excellent communication skills, both verbal and written.
Self-motivated, with a strong sense of personal responsibility.
Licensed Financial Specialist
WACHOVIA BANK
08.2007 - 07.2011
Enhanced revenue growth by identifying new business opportunities and cultivating strong client relationships.
Excelled in mortgages sales in turbulent time.
Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.
Tailored financial advice and investment recommendations during client reviews.
Collaborated with cross-functional teams to ensure seamless client experiences and well-rounded strategies.
Increased client satisfaction by providing tailored financial advice and investment recommendations.
Loan Officer
NATIONSTAR MORTGAGE (Centex Home Equity)
03.2004 - 08.2007
Excelled as loan officer in originating/selling mortgages business to business.
Building and developing strong relationships with brokers.
Maintained strict confidentiality of bank records and client information.
Developed strong internal relationships with Underwriting and Processing.
Team Supervisor/Account Representative
CENTRIX DENTAL, INC.
02.1997 - 03.2004
Conducted sales calls for 1,700 accounts within territory as part of strategic phone sales approach consistently exceeding sales targets.
Collaborated with upper management to establish performance goals for team and develop strategies for achieving them.
Facilitated strong relationships between teams and other departments leading to improved cross-functional collaboration.
Tasked with participating in trade shows and showcasing new dental products during presentations.
Coached and trained the sales team in effectively promoting & selling new dental products.
Education
High School Diploma -
Shelton High School
Shelton, CT
Skills
Excellent written and verbal Communication skills
Results driven; Initiative-taking; Adaptable
Excel in Multi-tasking; Time Management; Collaboration
Engaging audiences during Presentations
Attention to Detail
Customer Service
Excellent work ethic
Client Relationship Building
Certification
Life, Accident & Health Licenses
NMLS
Notary
Volunteer Experience
Chamber of Commerce/Diplomat -prospect new businesses
Successfully completed Leadership Program through the Chamber of Commerce