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| Desired Industry: Banking/Mortgage |
SpiderID: 1277 |
| Desired Job Location: Cincinnati, Ohio |
Date Posted: 10/5/2004 |
| Type of Position: Full-Time Permanent |
Availability Date: |
| Desired Wage: 60000 |
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U.S. Work Authorization: Yes |
| Job Level: Management (Manager, Director) |
Willing to Travel: Yes, 25-50% |
| Highest Degree Attained: Bachelors |
Willing to Relocate: No |
Objective:
Results-oriented, decisive Financial Services / Insurance Professional with a strong history of achievement in banking, investment, and insurance sales. Consistently generates revenue and exceeds objectives by establishing referral networks and developing strong relationships with targeted customer segments. Enthusiastic manager who effectively supervises and develops sales talent in others while ensuring high-level customer service and follow-up. Computer proficient using Microsoft Windows, Word, Excel, and Lotus applications.
Experience:
Sales Associate 2004-Present
Mosaic Sales - Portland, ME
• Educate bank customers on benefits of MBNA credit card.
• Work with bank staff to generate additional sales from teller referrals.
• Cross sell bank products when opportunity is available.
• Sales performance of two sales per hour.
• Received average of three referrals from staff per visit.
Investment Representative 2003-2004
New York Life - Portland, ME
• Assist people achieve goals in different stages of life.
• Sold various products including Life/Health Insurance, Annuities, Mutual Funds, etc.
• Estate planning with individuals acquiring wealth.
• Create plans for business continuation for small businesses and partnerships.
• Assisted Portland School district setting up college planning for families.
Credit Manager 2002-2003
AmeriCredit, South Portland, Maine
• Worked closely with targeted group of Dealers increasing flow of applications, generating income.
• Built rapport with Dealers needing to work within guidelines to save from competitors.
• Visit dealers weekly to buy deals, giving the dealers confidence in the business.
• Work with FICO scores from credit bureaus determining if deals were buyable on daily basis.
• Fund loan packages the same day received from dealers, after verification of terms.
• Activated eight inactive or new Dealers to generate more applications, impacting the bottom line.
Account Specialist 2002-2002
MBNA, Portland, Maine
• Opened over 100 accounts per month
• Built new relationships by transferring over $150000 in outstanding per month increasing revenue for company.
• Educated customers on unique benefits of MBNA credit cards
• Achieved incentive/bonus each month.
• Eligible for promotion based on performance and understanding objectives achieved in MBNA.
Relationship Banker / Investment Representative 2000 -2002
BANK ONE, Indianapolis, Indiana
• Generated significant revenue by cultivating and managing relationships with targeted customer segments and establishing referral network with bank and non-bank customers.
• Managed assigned relationships with Bank One customers, ensuring satisfaction, retention, and loyalty.
• Utilized telemarketing and other proactive sales techniques to educate customers in finance and present multiple opportunities available to satisfy financial needs.
• Served as business leader, motivated co-workers and worked with management to instruct others in relationship banking, problem resolution, and referrals.
• Achieved $3 million loan goal within seven months.
• Attained multiple financial objectives, including $1.7 million investment goal and $3 million new money goal.
Investment Representative 1998 - 2000
NEW ENGLAND FINANCIAL, Indianapolis, Indiana
• Created financial strategies assisting clients meeting personal financial goals.
• Sold products, including life / health insurance, annuities, mutual funds, etc.
• Presented individual plans to customers, explained benefits / costs, and worked hard to close deal.
• Canvassed businesses by phone, assessing needs and offering products to meet needs.
Branch Manager 1996 - 1998
NATIONAL CITY BANK, Indianapolis, Indiana
• Managed branch successfully, staying within P&L guidelines.
• Trained employees to listen carefully to customer and meet needs, ensuring all branch goals were met.
• Analyzed credit, performed underwriting, and closed loans.
• Led business development activities and provided excellent customer service, promoting loyalty and retention.
• Performed community service work, collaborating with neighborhood association in establishing referral program for accounts and educating homeless on importance of securing credit.
• Trained and promoted Customer Service Representative to Bank Assistant Manager position.
Assistant Manager 1994 - 1996
NBD BANK N.A., Indianapolis, Indiana
• Supervised, trained, and developed employees, emphasizing the importance of establishing and maintaining effective relationships with customers.
• Managed a variety of bank functions, including credit analysis, internal audits, opening new accounts, and processing loans.
Education:
Bachelor of Science, Business Administration / Military Science, 1987
Kentucky State University, Frankfort, Kentucky
Certificate in Logistics Management, 1987
U.S. Quartermaster School, Ft. Lee, Virginia
Candidate Contact Information:
| Name: Roy Hughes |
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| Street: |
Phone: 513-398-7593 |
| City: Mason |
Fax: - |
| State: Ohio |
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| Zip: 45040 |
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| Web Site: |
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