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Private Banker
Goal driven, motivated, experienced, creative sales person with high values and 14 years of investment sales experience.
Personal Financial Advisor
About Me
Industry: |
Accounting & Finance |
|---|---|
Occupation: |
Personal Financial Advisor |
Highlights: |
Citistreet Financial, Amsouth Bank, Fifth Third Bank. |
Ideal Companies: |
Wells Fargo, Chase. |
Education level: |
Bachelor |
Will Relocate: |
No |
Location: |
Cape Coral, FL |
Major Responsibilities
Responsible for driving sales in a retail banking environment. Work with business partners to make referrals, cross sell investments, loans and other banking services. Responsible for bringing branch from bottom of region to the top. Recieved two awards from affiliate president for providing outstanding customer service. Consistently in top 10 of all producers in region out of over 120 producers. Recognized as leader in investment revenue in region.
Work Experiences
6/2006 - Present
(private)Manager
- Responsible for driving sales in a retail branch banking environment. Provide referrals to other lines of business and cross sell other products and services. Responsible for generating investment revenue in a bank environment.
