Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Mark Berens

Summary

Highly motivated professional, with experience in sales, management and extensive background in sourcing new clients in both the financial and marketing industry. Committed to achieving employer's objectives and desire to continually develop and learn.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Licensed Financial Services Representative

Charles Schwab
07.2023 - 12.2023
  • Educate clients on investments, trading tools, market mechanics, and retirement choices. Work with clients over the phone to build rapport and consult with engagement and execute problem solving skills. Dedication to consistently improve the client experience. Work in a collaborative team-based culture and demonstrate an ownership mentality to continually develop and learn.

Financial Center Manager and Banker

Fifth Third Bank
02.2019 - 01.2023
  • Oversee a branch team of 5 employees. Ensure that individual and branch goals are met or exceeded by providing leadership and ongoing coaching. Provide mentorship to individuals who are looking at promotion within the company through proven experience. Developed new relationships within community to drive new business to branch. Participated in several non-profit activities such as United Way; ensuring positive representation of Fifth Third Bank and it's commitment to giving back.

Licensed Account Representative

State Farm
08.2018 - 02.2019
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Establish customer relationships and follow up with customers, as needed. Work with the agent to establish and meet marketing goals. Use a customer-focused, needs-based review process to educate customers
    about insurance options. Maintain a strong work ethic with a total commitment to success each and every day.

Staffing Associate and Recruiter

Apple One
04.2018 - 08.2018
  • Achieve staffing needs by attracting employment candidates via job advertisements, using social media
    and job websites. Place daily phone calls to potential candidates to determine their job status as well as make
    suggestions for achieving career goals. Recruit and evaluate job candidates with pre-employment interviews and employment tests. Conduct reference checks to advise hiring managers and cross sell companies to utilize staffing services. Manage candidates with guidance on career goals and develop relationships to help place qualified candidates in the right positions to meet individuals and hiring company's objectives. Maintain a consistent network and pipeline of candidates.

Business Development Director

Evolved Office
11.2008 - 09.2017
  • Research and advance plans that identify sales opportunities, direct marketing, and new business
    development. Develop strategies to raise consumer sales and participate in the development of new project
    proposals. Meet with clients on local and national account levels, to review product requirements and work to successfully implement product specifications. Responsible for the East coast territory of existing and prospective clients. Exhibit products at trade shows across the country and conduct group/dealer presentations. Conduct new product training for the sales team and industry network groups. Execute contract negotiations for independent businesses and corporate level accounts. Manage staff and projects to guarantee results and brand profitability.

Licensed Financial Specialist

Wachovia Bank
05.2007 - 10.2008
  • Combine consultative sales approach and financial expertise to create value added solutions for clients.
    Offer and sell financial products and services to consumers and small business customers. Manage client
    relationships in the book of business to optimize growth, retention and profitability. Seek business opportunities
    through proactive sales calls on financial center customers and prospects. Designed and implemented customized
    financial profiles for specific banking and investment needs.

Financial Advisor

Countrywide Bank
12.2006 - 12.2007
  • Develop, maintain and support the sale of banking, investment and insurance products. Sell Single
    Premium Life, Fixed and Index Annuities. Generate and follow-up on leads while developing new business. Conduct community-based networking, local area promotional campaigns, outbound telemarketing and targeted direct marketing.

Client Financial Analyst

Citibank
06.2000 - 10.2006
  • Develop a tailored plan to execute sales strategies with other associates and departments. Identify clients
    for opportunities/needs by matching products to meet those needs (Bank accounts, Investments, Life Insurance,
    Home Equity Loans, etc.) Exceed monthly and annual production targets. Coordinate events and develop business plan to sell new companies, deepen existing client relationships, and increase revenue growth.

Education

High School Diploma -

Plantation High School
Plantation, FL
06.1995

Skills

  • Interpersonal and sales presentation skills, SalesForce, Web conferencing, Microsoft Office and Social Media networking

Certification

Securities Industry Essentials licensed.

Timeline

Licensed Financial Services Representative

Charles Schwab
07.2023 - 12.2023

Financial Center Manager and Banker

Fifth Third Bank
02.2019 - 01.2023

Licensed Account Representative

State Farm
08.2018 - 02.2019

Staffing Associate and Recruiter

Apple One
04.2018 - 08.2018

Business Development Director

Evolved Office
11.2008 - 09.2017

Licensed Financial Specialist

Wachovia Bank
05.2007 - 10.2008

Financial Advisor

Countrywide Bank
12.2006 - 12.2007

Client Financial Analyst

Citibank
06.2000 - 10.2006

High School Diploma -

Plantation High School

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Mark Berens