Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Tom Coppersmith

Delano,MN

Summary

Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills. Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Senior Premier Banker

Wells Fargo
07.2013 - Current
  • Educated customers on features and benefits of banking products and services, while working with a team of 4 other partners to service all financial needs.
  • Developed and maintained strong customer relationships, providing exceptional service and advice, while serving the customers as a main point of contact for all financial service needs.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships by proactively calling new customer opportunities.
  • Exceeded sales quotas and increased profitability through effective sales strategy and business planning.

Assistant Golf Professional

Rush Creek
04.2009 - 10.2013

On a daily basis checked customers in for daily tee times, answered phone calls and help sell additional items in the golf shop.

Assisted customers with individual and group golf lessons.

Managed a team of over 20 rangers and starters, was responsible for hiring, firing and training all individuals on a yearly basis.

Sales Associate

Edwin Watts
03.2008 - 12.2009

Sold over a 1 million dollars in a calendar year in golf equipment and was number 1 in store sales for 2 months, by assisting customer thru a diverse knowledge of golf products and fitting services.

Certified in Ping and Titleist fitting experience, while being responsible for ordering and restocking sales floor for those vendors.



Education

Associate of Science - Professional Golf Management

Professional Golfers Career College
Orlando
12.2006

Skills

  • Products and Services Knowledge
  • Prospect Calling
  • Bank Sales
  • Cross-Selling Expertise

Certification

Finra Series 6, 63, 65, an 7 licenses.

Timeline

Senior Premier Banker

Wells Fargo
07.2013 - Current

Assistant Golf Professional

Rush Creek
04.2009 - 10.2013

Sales Associate

Edwin Watts
03.2008 - 12.2009

Associate of Science - Professional Golf Management

Professional Golfers Career College
Tom Coppersmith