Occupation:Financial Specialist |
Location:San Clemente, CA |
Education Level:Some College Units Completed |
Will Relocate:YES |
Description
SUMMARY I am an experienced professional with a successful working history in Insurance Sales, Investment Sales and Banking Services. I am very proactive and have very strong customer service and relationship building skills this has been a cornerstone to my needs based selling technique. I excel in highly competitive environments where my sales skills are the key to my success. EXPEIRIENCE 10/22/2016 Current Personal Platform Banker II, Comerica Bank Sales Responsibilities include business and personal Accounts and support services for those accounts, Merchant services, Payroll, Credit Cards, Community Lending, Online services and mobile solutions. Operational responsibilities include branch opening, ATM balance & Settlement, Process Night Deposit & Inspect Log, REG E (unauthorized debit claims), New Account Documentation Self Inspection, REG D Excessive Activity Notices, Closed Account Signature Cards & Docs (N/A for TX) 02/26/2012 03/21/2016 Banking Relationship Specialist, Farmers & Merchants Bank of Long Beach I sold Personal & Business Accounts, loans, & B to B services such as merchant services, payroll services, and lines of credit. Consistently met and exceeded sales goals. I was a part of the Concierge Team that catered our services to high net worth and corporate clients. I also sold FDIC products and services and helped clients with everyday transactions. Operational duties included audit prep, ATM and Branch balancing GL's AR/AP. 12/04/08 02/26/12 Mother, Wife and PTA Extraordinaire the Mudge Family I was laid off from First American Trust Bank in December of 2004. My 6, 7,63,65, and L & D expired as First American was unable to hang inactive licenses. I looked for work in the investment field and found there were very limited opportunities. I was fortunate and found work at Farmers & Merchants which got me back into a financial industry however they do not offer insurance and investment services. 11/04 12/08 Operations Specialist, First American Trust Bank I directed daily Operations for a private cashless bank, including EFT processing, GL management and balancing overnight funds to the Federal Reserve. Counseled corporate and high net worth clients with regards to their borrowing needs as relates to overnight funds. I was a key Employee responsible for draws and sweeps of hundreds of First American Title and Escrow offices nationwide. Est. 2B daily. 11/04 12/08 Branch Manager /Financial Services Executive, Countrywide Bank I opened a Denovo branch of Countrywide Bank, FSB in Mission Viejo. I brought in more than 75 million dollars in core deposits and investments. I sold Investment and FDIC products through needs based selling focusing on risk analysis and monetary returns. Hired and trained Customer Services Reps to refer and find business. 12/96 12/02 Senior Sales Representative, California National Bank, Multiple Locations (Merged Fidelity Federal Bank, People's Bank) Consistently met and exceeded sales goals. Devised and implemented innovative marketing ideas and promotional sales events for Investment and traditional banking products. I sold Investment and FDIC products through needs based selling focusing on risk analysis and monetary returns. Hired and trained Customer Services Reps to refer and find business.
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