Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

John Gendy

Fontana

Summary

Driven and results-oriented Personal Banker with a solid background in sales and leasing, recognized for successfully matching clients with ideal financial solutions. Known for building strong, long-term client relationships and providing exceptional customer service throughout the banking and leasing process. Skilled in leveraging expert negotiation, communication, and problem-solving abilities to ensure smooth transactions, enhance customer satisfaction, and achieve sales targets. Proven track record of delivering tailored financial solutions, consistently exceeding goals, and fostering client loyalty.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Sales & Leasing Consultant

Claremont Toyota
11.2020 - Current


  • Partnership Development: Established and fortified relationships with 3 financial institutions, resulting in a 20% rise in vehicle service contracts.
  • Customer Engagement: Coordinated sales initiatives, driving a 30% increase in customer retention and loyalty
  • Supported efficient lease administration by preparing documentation accurately and promptly, ensuring timely execution of agreements.
  • Regulatory Compliance: Maintained 100% compliance with company policies and federal laws and regulations
  • Increased sales volume: by developing strong relationships with clients and consistently meeting or exceeding sales targets.
  • Developed new business opportunities by networking within the community, participating in industry events, and cultivating referral sources.
  • Sales & Lease Negotiation: Effectively negotiated sales and lease agreements, presenting customized options for clients and explaining financing terms, rates, and monthly payments to ensure informed decision-making.
  • Sales Target Achievement: Consistently achieved and surpassed individual sales and lease goals, utilizing strategic sales techniques, lead generation, and product knowledge to convert prospects into loyal customers.
  • Client Consultation & Needs Assessment: Conducted personalized consultations with clients to assess their needs, recommending tailored products, vehicles, or equipment for sale or lease based on financial goals and preferences.
  • Customer Relationship Management: Built and maintained strong customer relationships through exceptional service, follow-up, and proactive communication, ensuring high levels of satisfaction and repeat business.
  • Customer Support & After-Sales Service: Provided ongoing support and assistance post-sale/lease, addressing client inquiries, resolving issues, and recommending additional services or upgrades to enhance customer satisfaction.
  • Documentation & Compliance: Managed the preparation, review, and execution of contracts, lease agreements, and financing documents, ensuring full compliance with company policies and legal regulations.
  • Product Knowledge & Market Awareness: Maintained expert-level knowledge of products, services, and industry trends to effectively position offerings and advise clients on the best options for their needs.
  • Collaborative Teamwork: Collaborated with cross-functional teams—including finance, customer service, and inventory departments—to ensure smooth transactions and an exceptional customer experience throughout the sales process.
  • Product Demonstrations & Customer Education: Delivered impactful product demonstrations, including test drives (for automotive roles) or hands-on trials (for equipment), to educate clients and support decision-making.

Relationship Manager

CIB Bank
11.2015 - 11.2019
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Sales & Business Development :Led the sales efforts for personal banking products, consistently meeting or exceeding revenue targets for accounts, loans, mortgages, and credit products.
  • Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
  • Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
  • Manages the schedule and ensures there are sufficient tellers to provide a high quality of service levels during rush hours to ensure the best customer experience
  • Participated in staff meetings to discuss innovative strategies to improve services.
  • Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience
  • Made independent decisions regarding planning, organizing, and scheduling work
  • Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
  • Listens carefully to the client and be willing to assist them with questions or problems they have.
  • Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.

Personal Banker

Citibank, NA
12.2006 - 10.2015
  • Sales of Banking Products & Services: Actively promoted and cross-sold personal banking products, achieving sales targets for accounts, loans, and investment products.
  • Customer Consultation & Financial Needs Assessment: Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
  • Customer Relationship Management: Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience
  • Problem Resolution & Customer Service: Provided guidance to clients on budgeting, saving, and investing, referring them to financial advisors for more complex planning needs.
  • Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions
  • Transaction Processing & Cash Handling: Processed financial transactions such as deposits, withdrawals, wire transfers, and loan payments with a high degree of accuracy.
  • Understand and comply with Citibank policies, standards and procedures
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Education

Six Sigma Green Belt -

Finance & Accounting certificate -

AUC (American University in Cairo)
10.2010

Bachelor Degree - Foreign Trade and International Economics

Helwan University, Faculty of commerce and business administration
06.2004

Skills

  • Leadership
  • Organizational Abilities
  • Closing techniques
  • Sales presentations
  • Relationship building
  • Problem-Solving
  • Interpersonal Skills
  • Communication
  • Adaptability
  • Technological Proficiency
  • Self-Motivation
  • Operational Efficiency

Certification

  • AntiMoney Laundering Specialist(ACAMS)- ACAMS ```.

Languages

Arabic
Native or Bilingual
Italian
Limited Working
English
Professional Working

Timeline

Sales & Leasing Consultant

Claremont Toyota
11.2020 - Current

Relationship Manager

CIB Bank
11.2015 - 11.2019

Personal Banker

Citibank, NA
12.2006 - 10.2015

Finance & Accounting certificate -

AUC (American University in Cairo)

Bachelor Degree - Foreign Trade and International Economics

Helwan University, Faculty of commerce and business administration

Six Sigma Green Belt -

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John Gendy