Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Wendy A John

Pembroke Pines,FL

Summary

I am a highly qualified professional with demonstrated success in Small Business Banking and a very competitive Sales background. Delivering excellent customer service, while optimizing business efficiency and exceeding corporate objective. who is actively seeking for a position as a Small Business Banker.

_______Qualification Highlight______


I am a highly accomplished and results-driven skilled Small business Consultant with more than 15 years progressive experience in banking, finance and sales. I have always maintained an excellent performance with proven record in the field of sales and customer service. Effectively executed written and verbal communication skills and gained and excellent interpersonal customer and company relationships. I thrived for the highest level of customer service and quality control to daily office practices, which ensured customer satisfaction and generated repeat business. Areas of key strength include: Excellent communication/interpersonal skills: Maintained an exceptional interpersonal and communication skill with proficiency in promoting confidence in building and maintaining business/client relationships, while interfacing positively with people of diverse backgrounds. Thrive in a team environment: Initiated action and followed through to conclusion of any commitment and capably learned new skills. Reacted flexibly to changes in priority and direction, assumed increased responsibilities as needed, and motivated other to achieve business objectives. Strong sense of responsibility: Acclaimed with solid professional standards and excellent track record of dependability. Exceptional work ethic and professional attitude emphasizing reliability, integrity, teamwork and willingness to work as necessary to get the job done. Work effectively under pressure and stress. Dedicated Small Business professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

26
26
years of professional experience

Work History

Small Business Consultant

Bank Of America
Fort Lauderdale, FL
10.2019 - Current
  • Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
  • Maintained up-to-date knowledge of competitors' products.
  • Reviewed deposit profitability analysis and outlined strategies to bring unprofitable accounts back to productive status.
  • Worked with borrowing clients to procure updated financial information on ongoing basis.
  • Maintained friendly and professional customer interactions.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Maintained energy and enthusiasm in fast-paced environment.

Personal Banker/Senior Business Consultant

Wachovia / Wells Fargo Bank
Pembroke Pines, FL
01.2007 - 10.2019
  • Gained a series of licenses and proficiently performed tasks on series 6,63,& life, health, and variable annuity(2-15)
  • Performed tasks in loan processing, financial planning and investments, retirement planning, Annuities, mutual funds and 401k rollovers
  • Conducted sales calls, assessed operational problems, and assisted customers with basic banking transactions.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Achieved consistent recognition as top sales performer.
  • Created innovative financial solutions to meet customer needs and provide competitive edge.
  • Maximized revenue through improved sales techniques and branch productivity.
  • Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
  • Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.

Counter Manager

Chanel, Pembroke Pines
, FL
02.2006 - 02.2007
  • Responsible in sales aspect of the business, event planning, make-over, oversaw daily sales and met goals even under extreme pressure and done on /before deadline

Financial service representative

Suffolk County National Bank Southampton
01.1996 - 01.2005
  • Oversaw the investment of funds and managed associated risks, undertaken cash management activities, formulated and implemented policies and procedures, and planned use of materials as human resources.

Education

Certificate in Management Skills Certificate for Great Customer Service -

Bachelor of Arts - Business Administration And Management

Florida Career College - Miami
Miami, FL
05.2019

Associate Degree - Business Administration (Finance

Suffolk Community College
1993

Skills

  • Small Business Products
  • Market Trend Analysis
  • Commercial Banking
  • Business Plan Development
  • Complex Problem-Solving
  • Sales Pipeline Management
  • High Net Worth Individuals Marketing
  • Accounts Payable and Accounts Receivable
  • Financial Statements
  • Promotions Programs
  • Wire Transfer
  • Key Performance Metrics

Accomplishments

  • Achieved Commerical Lending and Practice Solutions Lending of over 3 Million through effectively calling, prospecting and asking the right questions to understand all my clients needs
  • Supervised team of 15 staff members.
  • Collaborate with my team of lending specialist to achieved results

Timeline

Small Business Consultant

Bank Of America
10.2019 - Current

Personal Banker/Senior Business Consultant

Wachovia / Wells Fargo Bank
01.2007 - 10.2019

Counter Manager

Chanel, Pembroke Pines
02.2006 - 02.2007

Financial service representative

Suffolk County National Bank Southampton
01.1996 - 01.2005

Certificate in Management Skills Certificate for Great Customer Service -

Bachelor of Arts - Business Administration And Management

Florida Career College - Miami

Associate Degree - Business Administration (Finance

Suffolk Community College
Wendy A John