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Internal Wholesaler Resume
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| Desired Industry: Banking/Mortgage |
SpiderID: 18811 |
| Desired Job Location: Rutherford, New Jersey |
Date Posted: 2/7/2008 |
| Type of Position: Full-Time Permanent |
Availability Date: 2/8/2008 |
| Desired Wage: 48000 |
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U.S. Work Authorization: Yes |
| Job Level: Experienced with over 2 years experience |
Willing to Travel: Yes, 25-50% |
| Highest Degree Attained: Bachelors |
Willing to Relocate: No |
Objective:
internal wholesaler
Experience:
PNC Bank, Hackensack, NJ
Assistant Branch Manager/Licensed Financial Sales Consultant: (2006 - 2008)
Work with personal and commercial clients by providing evaluations of financial needs
Implemented a sales environment that did not exist prior to arrival
Achieved 111% of revenue goal and 109.1% of investments goal, totaling $45K in investment revenue
Grew consumer loans by 27.3% in first year at branch
Supervised five tellers
Enlarged deposits by 5.7% in consumer area and 6.7% in commercial area in first year
Proactively cross-sell Mutual Funds, IRAs, 529 Plans, Checking & Saving Accounts, CDs, Business Deposit Products, Business Loans, Personal & Equity Loans, HELOCs, Credit Cards, and Financial Planning
Proactively developed a center of influence with attorneys, accountants and charitable organizations resulting in multiple commercial referrals
First Horizon, Clifton, NJ
Financial Services Manager: (2004 - 2006)
Increased customer retention by providing additional services and products for customer needs
Worked closely with loan officers throughout six locations in New York and Northern NJ developing strong relationships generating referrals
Developed marketing strategies and business plans targeting markets for cross-sell
Built and cultivated prospects independently through telephone contact, networking, marketing and advertising
Partnered with Business Development Manager and Wealth Management Team to proactively add value and strengthen business relationships with specialized services
Used financial analysis skills, awareness of financial market trends, advanced knowledge of products and services, financial planning and other needs analysis services to provide customized service
Proactively sold Checking Accounts, CDs, Business Deposit Products, Business Loans, Personal Loans, Credit Cards, Life Insurance, Financial Planning, and Investment Portfolio Reviews
Education:
NAVY SUPPLY CORPS SCHOOL, Supply Management, Banking and Retail Management, Logistic Support, Food Service Management, Total Quality Management
OFFICER CANDIDATE SCHOOL, USN, Leadership, Engineering, Navigation, Seamanship, Damage Control, Military Law, Naval History
OGLETHORPE UNIVERSITY, BBA, Major: Business Administration
Candidate Contact Information:
This candidate has chosen not to make contact information available on this page.
Click "Contact Candidate" to send this candidate a response. |
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