Geoffrey M Froewiss
Amherst,USA
Summary
Dedicated banker proficient in setting up new customer accounts, adhering to security protocols, and assisting with audits. Well-organized with strong relationship-building, time management, and documentation skills. Ready to leverage several years' experience in related roles to excel in a dynamic position with your company.
Overview
26
26
years of professional experience
Work History
Relationship Banker
Bank Of America
11.2022 - 03.2026
- Asked open-ended questions to identify opportunities for enhancing client relationships with Bank of America.
- Met with existing clients to address needs across banking services.
- Conducted daily outreach to arrange in-person discussions regarding financial strategies. throughout the day to set up face-to-face meetings for a financial review to help the client get into a better financial situation and grow our relationships.
Retail Sales Consultant
ATT
03.2022 - 11.2022
- Met with potential clients to identify tailored service options from AT&T.
- Educated clients on features and benefits of upgrading services and devices.
- Arranged presentations with local businesses to showcase comprehensive AT&T services.
Senior Sales and Marketing Manager
Altitude Marketing
09.2020 - 04.2021
- Led 5 teams and team leaders, overseeing 10 to 30 sales reps to achieve sales objectives.
- Managed and achieved goals established by Altitude Marketing's partners to drive service sales.
- Collaborated with marketing team to develop and implement effective strategies that optimized resources.
Personal Banker
Key Bank
02.2017 - 09.2020
- Contacted existing and potential clients to generate new business for branch.
- Called current and new clients to strengthen relationships and initiate new ones.
- Contributed to a 90% customer satisfaction ranking in the previous branch.
Regional Sales Manager
Altitude Marketing
09.2004 - 02.2006
- Built and strengthened sales team of 5 team leaders and 75 agents to handle incoming customer inquiries about Dish Network and other products.
- Trained agents to overcome objections and understand expectations, enhancing their confidence in customer interactions.
- Led regional sales teams to develop effective sales strategies and initiatives.
- Managed relationships with key clients to foster long-term partnerships.
- Conducted market analysis to identify trends and opportunities for growth.
Account Executive
Household Finance Corporation
05.2003 - 06.2004
- Analyzed client's financial situations to identify tailored solutions.
- Developed and delivered financial presentations to clients, recommending equity loans and refinancing options.
- Managed client accounts and ensured satisfaction with financial services.
- Developed tailored financial solutions for diverse client needs.
- Coordinated with internal teams to streamline account processes and communication.
Store Manager
Journey's Shoe and Apparel
03.2000 - 04.2003
- Managed all staffing needs, scheduling, inventories, cash management, and job fair coordination as required.
- Handled corporate promotions and fostered a creative environment to boost sales.
- Led daily operations to ensure efficient store functionality.
- Managed inventory levels and organized stockroom for optimal product placement.
- Trained and developed staff to enhance customer service skills.
Sales Manager
Dial America Marketing
01.2000 - 04.2003
- Trained new agents and improved knowledge of current agents by monitoring calls and conducting daily individual or small group meetings.
- Managed team of 10-15 agents by tracking individual progress and setting clear, concise goals.
- Led sales team to achieve company goals and targets.
- Developed training programs for new sales representatives.
- Analyzed market trends to inform sales strategies and initiatives.
Education
Amherst High School
Amherst, USASkills
- Client relationship management
- Client onboarding
- Financial advising
- Client financial planning
- Financial analysis
- Risk assessment
- Financial product knowledge
- Market analysis
Timeline
Relationship Banker
Bank Of America
11.2022 - 03.2026
Retail Sales Consultant
ATT
03.2022 - 11.2022
Senior Sales and Marketing Manager
Altitude Marketing
09.2020 - 04.2021
Personal Banker
Key Bank
02.2017 - 09.2020
Regional Sales Manager
Altitude Marketing
09.2004 - 02.2006
Account Executive
Household Finance Corporation
05.2003 - 06.2004
Store Manager
Journey's Shoe and Apparel
03.2000 - 04.2003
Sales Manager
Dial America Marketing
01.2000 - 04.2003
Amherst High School