|
|
|
|
banking/Management Resume
|
| Desired Industry: Banking/Mortgage |
SpiderID: 21741 |
| Desired Job Location: freehold, New Jersey |
Date Posted: 7/18/2008 |
| Type of Position: Full-Time Permanent |
Availability Date: immediately |
| Desired Wage: 65000 |
|
|
U.S. Work Authorization: Yes |
| Job Level: Experienced with over 2 years experience |
Willing to Travel: Yes, Less Than 25% |
| Highest Degree Attained: Bachelors |
Willing to Relocate: No |
Objective:
To obtain a supervisory or managerial position in the Banking/Finance industry
Experience:
BANK OF AMERICA Westfield, NJ 2006 to 2008
A.V.P. - Client Manager
Built client relationships by assessing needs, identifying, and recommending financial solutions.
Used advanced sales techniques and/or extensive research to grow existing business with development of a strategic sales plan for each client relationship providing a variety of products and services including deposit accounts, investments and credit. Managed and grew household revenue through the use of portfolio planning and execution processes. Demonstrated excellent time management and organizational skills to manage a high number of contacts and client relationships. Inspired trust and confidence with clients through problem solving and by proactively managing products and/or services directly with face to face client contact. Strengthened and deepened relationships with existing mass affluent clients through proactive outbound client contact, as well as responding to referrals from internal business partners and
channels.
WACHOVIA BANK Eatontown, NJ 1999 to 2006
Senior Financial Specialist
Direct sales of banking, investment and loan products. Expertise in various checking, savings, money market, and custom packages for personal and small businesses. Processed loan applications for approval and closing of home equity loans and lines of credit. Sales and marketing of mutual funds and annuities. Profiling clients to determine immediate and long-term financial needs.
Education:
Brooklyn College-BA
Additional Information:
Series 6 & 63, NJ Insurance license
Candidate Contact Information:
| Name: Barry Edelstein |
|
| Street: - |
Phone: 7324623391 |
| City: - |
Fax: - |
| State: - |
|
| Zip: - |
|
| Web Site: |
|
|
|
|
|
|