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Klajd G

Innovative Leader in Financial & Sales Management

Occupation:

Financial Manager

Education Level:

Bachelor

Will Relocate:

YES

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To obtain a financial analysis or financial management position fully engaging my strong analytical and quality management skills with opportunities to provide key details in increasing revenue, reducing expenses, strengthening controls, and presenting performance reviews to understand trends and drive sales thoroughly.

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SCHOOL MAJOR YEAR DEGREE

Adelphi University Business Management Bachelor Degree
La Guardia Community College Business Administration Associate Degree
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Highlights:

Returned district flagship branch to outstanding performer for Chase Bank. Flagship branch suffered declining customer service scores and sagging employee morale. Developed action plan to reverse declining deposits. Implemented the Chase career advancement program and reinforced the Chase incentive program to focus the behaviors back on sales. Built positive work environment promoting teamwork. Increased customer satisfaction scores by 40% (55% to 92%). Increased deposits by 20% ($180MM to $220MM). Managed turnaround and regained profitability for key branch in mortgage revenue. Under performing branch failed to meet mortgage revenue targets for two successive years. Developed and implemented new sales process with increased community involvement to promote first time home-buying and refinancing. Set performance goals and standards and then asked bankers to commit to the campaign. Held bankers accountable for specific commitments. Banker commitments included required performance behaviors built around the mortgage question. Achieved significant improvement. Gained mortgage revenue of 75% over plan by focusing on Mortgage and alternate financing products. Drove double-digit revenue/pre-tax earnings growth for underperforming extra-large branch for Chase. Appointed the assignment to manage a branch of up to 13 bankers with lagging sales and production units. Within 6 months of managing said branch, led the branch from Performance Level 5 to a Performance Level 2, by training the Personal Banker staff to utilize sales behaviors that focused on customer service. Recent highlight revolved around 7 bankers, all new to the bank, to achieve a mark well above 100% within the first 3 months.

Companies I like:

Morgan Stanley, Citigroup, Wells Fargo, Robert Half, PNC, Santander, Bank of America, Bloomingdales, Fisher Investments, Allstate, Geico, Goldman Sachs, American Express, GE Capital, T. Rowe Price, Susquehanna International Group, The World Bank, MasterCard, Visa, ING Direct, Standard Chartered Bank, Fidelity Investments, PwC, Capital One

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Revenue Growth / Business Planning & Leadership Development / Investment Finance / Optimal Minimization of Cost Due to Policy Exceptions / Game Change Management / Revamp of Sales Processes / Proven leader with record of success at Ridgewood Branch with 210 million in deposits and investments. Drove deposit growth in flagship branch considered extra-large from 136 million to 146 million. Experience in managing large budgets with investments ranging from $58MM to $64MM. Proficient in business development with special expertise recruiting and developing top talent personal bankers to consistently perform at high levels. Fluent in English and Albanian. Developing Greek and Spanish. • Returned flagship branch to outstanding performer for Chase Bank. • Drove double-digit revenue growth for an underperforming branch in District. • Led major change initiative to drive Convenience Product utilization. Special Skills: Re-assessing sales processes tailored to bankers’ strengths. Proactive in executing great customer experience, consistently coaching bankers with the required behaviors (see and help more customers, identify needs and opportunities for customers through profile and discovery, set appointments regularly through contact manager), show-coaching set pieces to the new bankers (leveraging simple and proven phrases), coaching the tellers in the referral process, communicating closely with the partners (LO, FA, BB), and most importantly educating top customers on financial vehicles necessary to drive value proposition, service levels, and product offerings
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