Maximize sales, organizational, management and administrative skills to be profitable and productive in the financial services industry. UNITED BANK 11/15 - Present BRANCH MANAGER / ASSISTANT VICE PRESIDENT (Alexandria, VA) * Key individual in prospecting and acquisition of Investment/Brokerage sales. In addition, coaching and training of team to acquire referrals to obtain necessary appointments with Financial Advisor to reach annual sales revenue goal. * Business Development in local market resulting in 2-4 new business banking relationships per month complementing the annual sales goal. * Lead team of 5 in home equity production. Sales leadership, coaching and training to support multiple branches to achieve annual sales goal. * Consumer and Business Development in local market to achieve deposit growth annual goal of $2M. * Key individual in Mortgage Loan prospecting, acquisition and initial processing for MLO. CAPITAL ONE BANK 1/11 - 11/15 LICENSED MULTI-BRANCH RELATIONSHIP BANKER / BRANCH MANAGER Designee (McLean, VA) * Led multiple teams in consistent sales and service of Investment products resulting in monthly revenue of 20K (400K in sales). Coaching and training of staff in addition to drive these results. *Brought in over 40K revenue from one new client relationship. * Led same teams in home equity production. Sales leadership, coaching and training to support multiple branches to achieve >100% of annual sales goal. * Business Development in local market resulting in 2-4 new business banking relationships per month complementing >100% of annual sales goal. * Generated overall deposit growth of 5% per year. * Led multiple teams in customer service satisfaction surveys (CEMP) with consistent scores of 100%. Coach same teams to gain consistent alignment to superior customer service. * Consistently achieved 4/5 Key Performance Indicators (KPIs) at ALL branches supported. * Prospect, profile, process application/refer and work in conjunction with Mortgage Consultants to achieve 100% of annual sales goal. Coaching and training of branch staff. * Led Workplace Banking Outreach with on-site presentations generating immediate client sign-ups. JPMORGAN CHASE BANK 9/04 - 1/11 LICENSED PERSONAL BANKER (Flagstaff, AZ) * Sales leader of investment products generating 15-20K in investment revenue from 300-400k sales per month. Servicing investment client accounts from setup, additions, buying and selling of shares. Re-balancing of client accounts. Consistent client follow-up. Research and resolve complex customer issues related to investments. Managing client portfolios to ensure continued customer satisfaction and increase retention and increase deposit growth by 5% per year. Training of staff to increase overall production. Development of concise scripting for increased sales and referrals to all lines of business. (8 per month to Financial Services / 4 per month to Mortgage.) * Business development to acquire new account relationships and increase market penetration gaining at least 100% of goal new client relationships per month. PNC BANK 10/01 - 8/04 LICENSED FINANCIAL SALES CONSULTANT (Toms River, NJ) * Sales leader of financial products and services. Investment sales generating 15K revenue per month. Communication of operational and financial industry policy and procedures. * Business development to increase market share and acquire new money in deposit growth of 5% per year.

Highlights:

• Annuity
• Health Insurance
• Insurance
• Series 6
• Series 63