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Click here or scroll down to respond to this candidateCandidate's Name
Street Address
TELEPHONE: PHONE NUMBER AVAILABLE FREDERICK, MD 21702 EMAIL: EMAIL AVAILABLE QUALIFICATIONS PROFILEExtensive experience in Banking and Services, sale of financial service products, strong customer service contact, very tactful in probing and resolving customer concerns, managing risk, and supporting growth. Providing ongoing coaching and feedback. Self-starting decision-maker with excellent oral, written, and interpersonal skills. Experience in Retail Bank Operations/Management. A leader with strong organizational abilities who takes pride in his work. Experience interacting positively with unsatisfied customers. Strong ability to build and lead teams to success. Knowledge of BSA, OFAC, SAFE Act policies, and Mortgage loan procedures. Inform, and help customers succeed financially PROFESSIONAL EXPERIENCERelationship Manager Business Specialist Bank of America (05/2022- PRESENT) Manage Business Clients' portfolios and focusing on the middle market sector Advise and guide our Business Banking clientsExperience in commercial lending, business development, commercial credit, and portfolio management in the business banking and middle management sectorManagement of an extensive portfolio of clients with annual revenue between $5 and $50 million Licensed Relationship Banker I - Wells Fargo Bank (09/2015 04/2022) Manage customer portfolios, service and maintain customer relationships and offer financial products Refer premium customers to investment partners.Conduct detailed financial reviews, suggesting products and services that meet customer needs. Assist my store Service Manager and my Branch manager when a need exists. Educate my customer in digital servicesFinancial Sales Consultant, Team Lead PNC BANK (08/2013-09/2015) Deliver sales and revenue targets in the branch and lead my team by example. Coach and train all new branch staff by prioritizing excellent client experience, Assisting and directing branch operations Responsible for the Branch operations. Engaging clients and referring them when a need exists Owner and Plant Manager - Zhest Dry Cleaners, LLC (06/2008 06/2013) Managed and directed the whole plants operationsHired, supervised, and trained new employees. Managed the staffing Familiar with workforce laws and regulationsTake ownership of Business DevelopmentAssistant Manager - Premier Bank (02/2003 06/2008) Directed branch operations and cross-sold bank products. Delegated responsibilities to implement training methods proactively initiated, developed, and maintained long-term profitable relationships with an assigned client base Provided leadership and direction in branch operations. Proactive in Business development Assistant Manager - Truist Bank (Formerly BB&T) (07/1993 02/2003) Coached trained new employee - Assisted manager in branch operations. Developed and maintained customers relationship by selling Bank products and providing excellent client service Reviewed branch proofs, and maintained cash limit, vault, and audit procedures. Cross-sell bank products Provided customer service information including loan/mortgage investments and appropriate bank products Played a major role in daily branch settlements and the proof correction department@@Candidate's Name
2042 WILLIAM FRANKLIN, FREDERICK, MD 21702TELEPHONE: PHONE NUMBER AVAILABLE FREDERICK, MD 21702 EMAIL: EMAIL AVAILABLE EDUCATIONMontgomery College / Rockville, Maryland (06/1992) Associates Degree AccountingCoursework in computer concepts, Advanced Calculus, and Retail banking operations AWARDS & RECOGNITIONSRecipient of several Wells Fargo service recognition awards. Recipient of several Bank of America Global High Five awards. |
