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Occupation:Financial Manager, Branch or Department |
Location:Arlington Heights, IL |
Education Level:Bachelor |
Will Relocate:No |
Description
Proven ability to generate new business and retain existing clientele through effective sales management, motivation and training of staff, customer service, working with business partners, and proactive involvement in community organizations and events.

Work Experience
COMPANY | POSITION HELD | DATES WORKED |
---|---|---|
Harris | (Confidential) | 5/2001 - 10/2007 |
Bank One | (Confidential) | 9/1999 - 5/2001 |

Education
SCHOOL | MAJOR | YEAR | DEGREE |
---|---|---|---|
Roosevelt University | General Studies emphasis in business | 2004 | Bachelor Degree |
Oakton Community College | Liberal Arts | 2002 | Associate Degree |

Accomplishments
Highlights:
Mentored and coached staff at several locations to increase sales and referrals. Closed on thirty Bank @ Work relationships many by myself. Proactively generated business through community involvement, Bank at Work, expanding on current relationships, and effective profiling of clients. Worked with marketing to introduce marketing materials to the location. Acted as liaison between Harris Marketing and the Hoffman Estates Chamber to develop a mutually acceptable group membership package. Selected to serve on Harris’ Branch Acquisition and Support Team. Providing operational, training, logistical, and mentoring support to newly acquired banks and their staff. Assisted in development of a Home Equity promotion. Generating upwards of three million in new disbursements over a two month period. Organized Customer Appreciation Day, wine tasting, and Investment seminar. Active in Hoffman Estates and Naperville Chambers sponsoring several major events. Moved location from second to last in fiscal year 2004 to twenty-second in fiscal year 2005. Brought and retained in many of the locations most profitable customers. Currently maintain personal banker point goals while attending to managerial duties. Exceeded all goals.Companies I like:

Job Skills

Keywords

Responsibilities
I was able to manage all facets of my location by enhancing the bank’s presence in the local market by developing strong community relationships, maximizing employee productivity, producing excellent financial results, proactive development of new business, retention and expansion of existing client relationships, and working with business partners to maximize growth and profitability.
