Gina Jordan
Monroe,NC
Summary
Dynamic financial sales leader with a proven track record at First Citizens Bank, excelling in client relationship management and sales training. Achieved significant revenue growth through strategic planning and team motivation, while fostering a high-performance culture. Expert in identifying new business opportunities and enhancing customer satisfaction through exceptional service.
Overview
14
14
years of professional experience
Work History
Hub Financial Sales Manager
First Citizens Bank
Charlotte, NC
06.2025 - Current
- Manage 2 offices, driving revenue growth through strategic client engagement by expanding relationships.
- Coach sales staff, fostering skills in consultative selling and customer relationship management.
- Mentor staff members, providing training and support for career advancement.
- Build strong relationships with clients, leading to increased referrals and repeat business.
- Improved branch moral and confidence by implementing effective communication and time management strategies for the sales team.
- Built relationships with customers and community to establish long-term business growth.
- Resolved problems with high-customers to maintain relationships and increase return customer retention.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Conducted regular performance reviews for team members, setting clear expectations and offering guidance on areas for improvement.
- Identifiynew business opportunities through market research and networking events such as BNI and MEGS.
Business Development Officer
First Citizens Bank
Charlotte, NC
04.2024 - 06.2025
- Developed and maintained relationships with key clients to drive business growth.
- Conducted market research to identify new opportunities and trends.
- Executed strategic plans to enhance customer engagement and satisfaction.
- Secured long-term client loyalty by consistently delivering high-quality products and services tailored to individual needs.
- Strengthened relationships with key clients by providing exceptional support and maintaining regular communication.
- Built relationships with internal business partners to facilitate teamwork, cooperation and success.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
Financial Sales Manager
First Citizens Bank
Charlotte, NC
05.2012 - 04.2024
- Developed and implemented financial sales strategies to enhance prospect acquisition and client expansion.
- Trained and mentored sales staff, fostering a high-performance team environment.
- Collaborated with business partners to streamline processes and improve client service delivery.
- Conducted regular performance reviews for team members, setting clear expectations and offering guidance on areas for improvement. Celebrate successes.
- Identified new business opportunities through outbound prospecting and networking events such as BNI and MEGS.
Education
High School Diploma -
Parkwood High School
Monroe, NCSkills
Sales presentations
Client relationship management
Sales training
Sales development
Teamwork
Customer service
Time management
Attention to detail
Problem-solving abilities
Multitasking Abilities
Reliability
Excellent communication
Organizational skills
Team leadership
Team motivation
Active listening
Adaptability and flexibility
Decision-making
Relationship building
Staff training and development
Goal setting and achievement
Team building
Rapport and relationship building
Business development and planning
Self motivation
Timeline
Hub Financial Sales Manager
First Citizens Bank
06.2025 - Current
Business Development Officer
First Citizens Bank
04.2024 - 06.2025
Financial Sales Manager
First Citizens Bank
05.2012 - 04.2024
High School Diploma -
Parkwood High School