Michael Geter
Ashburn,VA
Summary
Experienced professional with over 20 years of experience in financial sales, banking and business development. Possess excellent interpersonal, analytical and organizational skills. Excel within competitive environments where leveraging strengths with counseling and sales has resulted in capturing a number of accounts and expanding client base. Excellent at interfacing with others at all levels to ensure that both organizational goals and client needs are achieved.
Overview
16
16
years of professional experience
Work History
Area Sales Manager
Santander Consumer USA
11.2018 - Current
- Handled dealer concerns and complaints professionally, implementing appropriate actions to address their issues and prevent future occurrences.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Communicated product quality and market comparisons by creating sales presentations.
- Delivered comprehensive training programs for dealership staff members, promoting product knowledge and sales techniques that led to increased sales performance.
- Maintained accurate records of all dealer interactions using CRM software, ensuring timely reporting and data-driven decision making.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Recognized as a trusted advisor by dealerships, resulting in improved loyalty and repeat business.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Developed strong rapport with key dealership personnel through consistent engagement and relationship building efforts.
Financial Consultant, Assistant Vice President
BB&T Investments
01.2017 - 11.2018
- Reviewed existing client portfolios, identifying opportunities for diversification and risk mitigation.
- Prepared detailed reports analyzing portfolio performance against established goals, ensuring transparency and accountability
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
- Educated clients on financial topics and best practices.
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Helped clients make informed decisions about financial future.
- Implemented exit strategies for clients to transition out of investments.
Regional Private Banker
Wells Fargo Bank
08.2015 - 01.2017
- Responsible for managing clients financial circumstances with a focus on maintaining strong relationships between clients and Wells Fargo Bank
- Serving as clients' relationship manager to uncover their specific financial needs and goals, in order to make
- Focused on affluent clients who have minimum assets of $250k with intention of expanding relationships across broad range of financial need.
- Managed high-net-worth clients'' portfolios, ensuring optimal asset allocation and risk management.
- Cultivated strong customer relationships by providing tailored advice and services.
Licensed Financial Sales Consultant/Financial Specialist
PNC Bank
01.2010 - 01.2015
- Ranked as # 1 Financial Specialist in Northern Virginia and #2 Financial Specialist in Greater Washington Market within PNC Bank in 2015
- Increased overall investment appointments, investment revenue and loans by 10% during first 7 months of employment
- Helped Branch exceed 2013 Investment Goal within first 9 months
- Helped Branch exceed 2013 Loan Goal by 200% within first 8 months
- Ranked in Top 5 Financial Specialists in all of Greater Washington Market within PNC Bank
- Received 2012 Achievement Award for Top 15 Licensed Financial Sales Consultants in Greater Washington Market for Production and Customer Index of Quality
- Received 2011 Licensed Financial Sales Consultant/Financial Sales Consultant for Northern Virginia Region
- Received 2011 Award of Excellence for Outstanding Revenue Production and Customer Index of Quality
- Counsel individuals with regards to investments opportunities, retirement and education planning
- Identify and maintain new business opportunities and client relationships
- Recommend banking products based on client's financial objectives
- Educate and manage bank staff on cross-selling tactics, revenue generating methods and techniques for customer relationship growth and retention.
Registered Representative
John Hancock
01.2008 - 01.2010
- Managed all phases of the sales cycle, from prospecting to closing
- Counseled businesses and individuals on a full line of insurance and financial products
- Developed and implemented sales plan and managed all phases of sales cycle from prospecting to close
- Represented a full line of insurance and financial products, serving as a trusted advisor to businesses and individuals
- Built a client base of 100 new clients in two years
- Advised and tailored strategies for retirement, education, protection and estate planning
- Managed over $5 million in Mutual Fund, IRA and Annuity assets.
Education
BA in Economics -
University of North Carolina at Chapel Hill
Chapel Hill, NC01.1998
Skills
- Communication Skills
- Interpersonal Communication
- Highly Motivated
- Problem Solver
- Analytical
- Time Management
- Ability to Multitask
- Ability to Work in a Team
- Adaptability
- Ability to Work Under Pressure
References
References Upon Request
Timeline
Area Sales Manager
Santander Consumer USA
11.2018 - Current
Financial Consultant, Assistant Vice President
BB&T Investments
01.2017 - 11.2018
Regional Private Banker
Wells Fargo Bank
08.2015 - 01.2017
Licensed Financial Sales Consultant/Financial Specialist
PNC Bank
01.2010 - 01.2015
Registered Representative
John Hancock
01.2008 - 01.2010
BA in Economics -
University of North Carolina at Chapel Hill