| | | 20,000+ Fresh Resumes Monthly | |
|
|
| |
Click here or scroll down to respond to this candidateCandidate's Name
Owings Mills, MD Street Address
EMAIL AVAILABLEPHONE NUMBER AVAILABLEOver 31 years of Banking, Financial Services & Insurance experience highlighted by winning 2 production trips and consistently recognized as a top performer in my market area/department. Authorized to work in the US for any employerWork ExperienceMember Advisor IIState Employees Credit Union-Ellicott City, MDMarch 2024 to PresentService existing client base & prospects with deposit, loan and investment products to meet their short& long term financial goals. When appropriate, make referrals to Wealth Management, Business Banking& Mortgage partners.Premier BankerWells Fargo Bank-Westminister, MDDecember 2022 to November 2023Consult with Affluent Customer Segment (250k to 2mil) on deposit, loan & investment products. Conduct financial reviews & uncover needs to ensure client is maximizing services to meet their short & long term goals. Work with small business to analyze need for products such as merchant services, lending& payroll services.Financial ConsultantT Rowe Price-Owings Mills, MDSeptember 2018 to December 2022Consult with individuals and go over options within & outside of their employer or individual retirement plan. Field relevant questions, educate & offer solutions to maximize retirement & savings plans by uncovering the client's goals & risk tolerance. Perform various service & sales functions as appropriate. Consistently finished in the top 5 of 23 associates in monthly performance metrics. Agency OwnerAllstate Insurance-Eldersburg, MDJune 2014 to February 2019Opened scratch Agency and proceeded to win two production incentive trips in 2015. Sold & consulted prospects and clients on all personal lines of insurance and retirement planning. Hire, train & coach staff. Amassed $800k of premium in less than 3 years.Insurance CounselorAAA Mid-Atlantic-Westminster, MDMay 2008 to June 2014Perform the sales and marketing of Personal Lines Insurance to both AAA and non-AAA members. Assist in the cross-selling of other financial products (credit cards, extended warranties and AAA membership). Received top rookie sales award (4th qtr. '08), outstanding service awards (2nd & 4th qtr. '09) and top sales award for March, 2010.Branch OfficerSuntrust Banks, Inc-Baltimore, MDMarch 2007 to May 2008Managed the operations, sales & service of a branch office. Supervised & coached four employees. Achieved a perfect score in 2nd quarter mystery shops. Led 1st qtr. '08 checking promotion at 108% of goal. Successful referrals made to commercial lending, mortgage and investment management. Branch OfficerChevy Chase Bank-Severna Park, MDApril 2002 to March 2007Supervised five employees in a full service, 7-day/week supermarket branch. Achieved #1 status as Top Sales office for 3rd qtr. 2003. Exceeded Home Equity production goals two successive quarters (2nd & 3rd of '03). Successful in selling annuities and making appropriate wealth management referrals. EducationMaster's degree in General AdministrationUniversity of Maryland/University College - College Park, MD August 1985 to September 1989Bachelor of Science in Personnel & Labor Relations University of Maryland - College Park, MDAugust 1977 to May 1981Skills Insurance Sales Presentation Skills Customer relationship management Salesforce Underwriting Business Development Credit Analysis Negotiation CRM Software Microsoft Outlook Financial Services Management Financial Planning Upselling Sales Management Cold Calling Relationship management Financial Analysis Customer service Lending Business development Time management Insurance salesCertifications and LicensesLife & Health Insurance LicenseSeries 66Chartered Retirement Planning CounselorSeries 7Property & Casualty LicenseInsurance Producer License |
