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Summary

Senior sales President's Club awarded professional, with over 4 years experience balancing client needs with company demands in fast-paced, high-intensity sales environment. Proven track record and experience in both mortgage and medical fields. Seeking mortgage and financial support service opportunities to grow with long term career company.

Skills
  • Accomplished in B2B relationship selling
  • Accomplished in processing and selling mortgages both refinance and purchase
  • Experience presenting clinical education to for account retention and growth
  • Highest pull through for clean closed business YTD
  • Pipeline prospecting
  • FHA, VA, Jumbo loan document collection
  • Sales Mentorship Program 2019
  • Credit analysis and documentation verifications
  • President's Club Award Recipient 2018, 2019
Experience
05/2018 to Current
Senior Account Manager Precision Diagnostics MI
  • Grew territory over 1,000 lost samples within first 4 months of hire through insurance documentation collection
  • Expanded territory by 190% in first year
  • Promoted to Senior in under 1 year
  • Ranked top 10% of company for President's Club 2020
  • Solidified territory growth through clinical education
11/2017 to 05/2018
Pharmaceutical Sales Representative Cardinal Health Livonia, MI
  • Collected documentation for credit lines
  • HIGHEST PACE TO GOAL AWARD- winter 2017
  • Most recent monthly performance 365% pace to goal
  • Negotiated pricing with retail independent pharmacies
02/2015 to 11/2017
Senior Purchase Banker Quicken Loans Detroit, MI
  • Generated over $32 million in annual sales
  • Promoted 4 times in under 2 years
  • Selected for "Rocket " specialty pilot based on exceeding performance goals
  • Top 10% of region in closed business YTD - summer 2016
  • TOP PURCHASE BANKER AWARD- fall 2016
05/2014 to 02/2015
Loan Processor Quicken Loans Detroit , MI
  • Designed health promotion materials and programming
  • Sold health programming to small businesses
  • Taught health education for corporate partners to generate return on employee investments
  • Created and completed loan submission packages.
  • Maintained fast-paced schedule by consistently providing satisfactory application approval turnaround times.
  • Obtained repeat business by building strong customer relations and delivering world-class customer service.
  • Checked approvals against established bank and government lending standards.
  • Supported loan officiant and underwriter teams by ensuring timely, judicious and accurate loan processing.
Education and Certification
2014
Bachelor of Science: Public Health Ohio University Athens, Oh, 45701
2014
CHES, #26634 Certified Health Education Specialist NCHEC

National Commission for Health Education Credentialing

Activities

Athens City-County Health Intern 2014

Beaumont Health Intern 2012

Delta Zeta Sorority, Judiciary Head of OG chapter

ETA SIGMA GAMMA Health Honors Society Vice President

Live Healthy Appalachia-Nutrition Workshop Associate

This resume is created in 7 minutes.
Professional Summary
Motivated banking professional possessing a strong commitment to quality customer service coupled with superb communication skills. Builds customer loyalty by effectively resolving problems and quickly processing transactions.
Skills
  • Consumer banking specialist
  • Compliance, banking laws and regulations
  • Goal-oriented
  • People-oriented
  • Positive
  • Excellent time management skills
  • Fast Learner
  • Self-sufficient
  • Team Player
  • Excellent Communication Skills
  • Reliable Friendly Energetic
  • Quick Thinking Skills
  • Offering Strong Communication
  • Resolved Issues
  • Professional
  • Data Entry
  • Mentor
Work History
05/2011 to 12/2013
Customer Service Representative Teleperformamce Columbia SC

  • Maintained friendly and professional customer interactions.
  • Team Player
  • Positive Customer Experiences
  • Customer Inquiries
  • Strong Organizational Skills
  • Active Listening Skills
  • Data Entry
  • Energetic Work Attitude
  • Resolved Client Conflicts

09/2014 to 06/2017
Phone Banker 2 Wells Fargo Columbia SC
  • Maintained friendly and professional customer interactions.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Executed wire transfers, stop payments and account transfers.
  • Handled various accounting transactions.
  • Sending out Bankers weekly schedule adherence report.
  • Email Team Schedule Daily.
  • Helped develop new hires.
  • Assisted in creating different scavenger hunts that helped new hires with customer service and providing correct information to customers.
  • Assisted in flag support, answer flags for bankers who needed assistant helping customers.
06/2017 to Current
Research Remediation Associate Wells Fargo Columbia, SC
  • Ensured superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems on the spot.
  • Resolved all customer complaints in a professional manner while prioritizing customer satisfaction.
  • Kept accurate records of all customer interactions.
  • Greeted customers in a timely fashion, while quickly determining their needs.
  • Direct calls to appropriate individuals and departments.
  • Documented all customer inquiries and comments thoroughly and quickly.
  • Referred unresolved customer grievances to designated departments for further investigation.
  • Investigated and resolved customer inquiries and complaints in a timely and empathetic manner.
  • Handled all customer relations issues in a gracious manner and in accordance with company policies.
  • Follow Bank Regulations, procedures, and policies.
Education
2010
High School Diploma
Lower Richland High School - Columbia
Accomplishments
  • Earned Wow Card for outstanding customer service.
  • 2016 3rd quarter Top Banker.
  • Earned Quarterly Bonus for providing great customer Service.
  • 2016 Star performer

This resume is created in 7 minutes.
Summary

Personal Banker with a diverse background in customer service, sales and banking. Addresses all questions and concerns with customer satisfaction in mind. Familiar with regulations, best practices, and success strategies. Excellent communication, decision-making and planning abilities.

Skills
  • Loan application, Account opening, Cross Sales
  • Safe, ATM and vault operation / balancing 
  • Knowledgeable of compliance, banking laws and regulations
  • Proficient in customer account software, MS Office
  • Cash handling expertise including large business deposits
  • ChexSystems, Credit Reports, CTR's, MICL's
Work History
U.S. Bank Personal Banker | Escondido, CA | December 2017 - Current
  • Promoted all financial products by maintaining excellent service offering knowledge.
  • Opened new accounts, and credit products for both personal and business customers. 
  • Loan applications, including HELOC, auto, personal, among others.
  • Worked to maintain customer service level and KDS for myself and the branch. 
  • Processed transactions and maintenance for customers accounts, as well as assisting with online banking.
Option 1 Credit Union Call Center Agent | Grand Rapids, MI | May 2007 - September 2010
  • Effectively managed a high-volume of inbound and outbound customer calls. 
  • Accurately documented, researched and resolved customer service issues.
  • Processed account transfers, payments, ordered ATM/Debit cards.
  • Established new accounts, loan applications, etc.
  • Performed clerical duties such as typing, proofreading, and sorting mail.
Fifth Third Bank Bank Teller | Grand Rapids, MI | October 2000 - June 2007
  • Executed customer transactions, including deposits, withdrawals, money orders and checks, included large business deposits.
  • Monitored and balanced bank vaults. 
  • Balanced and added cash to ATM, process captured ATM/Debit cards and deposit envelopes.
  • Wire transfers, foreign currency, stop payments and account transfers.
  • Cross sales.
Related Experience
FC HEAT SOCCER
Team Co-Manager | Escondido, CA | September 2016 - January
  • Communicated with players and parents, collected fees, fundraising.


BEAR VALLEY MIDDLE SCHOOL

PTA Auditor and Vice President | Escondido, CA | August 2013 - January 2016

  • Performed an internal audit of all PTA documents and financial records to ensure accuracy, and submitted report of findings and recommendations.
  • Fundraising, facilitate new programs, updated PTA social media sites.


CONWAY ELEMENTARY

Volunteer/Helper | Escondido, CA | September 2012 - June 2013

  • Assisted 4th/5th Grade class making copies, homework packets, projects, aiding students.
Education
Associate of Arts Sociology Palomar Community College San Marcos, Current 10 credits until completion of associates degree.
Associates Multimedia Communications Grand Rapids Community College Grand Rapids, MI 6 credits until completion
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Professional Summary
A seasoned professional and result-oriented banker with a demonstrated history of working in the wealth management industry for High Network Clients. Skilled in cash flow planning, retirement planning, investment management, insurance planning, estate planning , tax planning ,financial analysis, HNW financing and also holing a valid accreditation with good standing in Mutual Funds License(Canadian Securities Course).
Accomplishments
  •  Achieved over $9 million in new investment sales and additional $5 million in borrowing in the Q1 & Q 2 of 2019 on an annual goal of $16 million. Overall ranking among Top Financial Advisor in North York district in Q-2 of 2019 with over 200 % achievement
  • Promoted to Senior Financial advisor in less than 9 months in the role due to building excellent client relationship and  achieving outstanding business results. 
  • Achieved over $6.5 million in new sales in 2018 on a target of $2.6 million, which includes $5 million in investment products and 1 million in borrowing products, plus $0.5 million in GIC renewals-Scotia Bank
  • Overall ranking among Top Financial Advisor (Level 4) in Toronto west district in Q-3 & Q-4 with over 250 % achievement.
  • Received the “President's Award” for exemplary performance and recognition for highest sales of financial products such as Bank accounts,Investments,Mortgage,Personal loan- Mahreq Bank
  • Won the prestigious International Sales Convention award for 2017 and represented Mashreq bank in Budapest- Hungary.
Skills
  • Portfolio management
  • Financial analysis
  • Credit risk
  • Branch banking
  • Cross selling 
  • Background in mutual funds, stocks, bonds and investments
  • Team player
  • Sales professional
  • Goal-oriented 
  • Corporate Finance
  • Prospecting new clients
  • Loans
  • Financial advisory
  • Crm
  • Customer service
  • Proficient in MS Office
  • Strong team-builder
Certifications


  • Canadian Securities Course (CSC)
  • Registered Financial and Retirement Advisor course -1 (CIFP)
Work History
Senior Financial Advisor, 02/2018 to Current
Scotiabank Toronto, ON
  • Responsible for sales and service of retail banking products, such as bank accounts, lines of credit, registered and non-registered investment accounts, GICs, Mutual Funds, and brokerage accounts. Build personalized financial plans for clients to address their financial goals, build wealth, and reduce borrowing costs.
  • Advise clients on account management, credit lending and investment strategies to improve their financial positions.
  • Worked with clients to assess and meet short- and long-term financial goal.
  • Achieved over $6.5 million in new sales in 2018 on an annual target of $2.6 million, which includes $5 million in investment products and 1 million in borrowing products, plus $0.5 million in GIC renewals.
  • Overall ranking among Top Financial Advisor( Level 4) in Toronto west district in Q-3 & Q-4 with  present achievement of over 250%.
  •  Promoted to Senior Financial Advisor due to outstanding performance within 9 months in the role, and finished fiscal 2018 among top Financial Advisors in Toronto Centre District.
  • Achieved over $9 million in new investment sales and additional $5 million in borrowing in the Q1 & Q 2 of 2019 on an annual goal of $16 million. Overall ranking among Top Financial Advisor in North York district in  Q-2 of 2019 with over 200 % achievement.
Senior Personal Banker, 07/2015 to 11/2017
Mashreq Bank Dubai, U.A.E

♦ Responsible for sales and service of retail banking products, such as bank accounts, super premium credit cards, lines of credit, Mutual Funds, and  Mashreq Gold accounts. Build personalized financial plans for clients to address their financial needs and achieve investment goals.
♦ Sold over $18 million in Personal Loans in 2016 & 2017; ranked 1st place among Personal Banking Officers in Dubai-UAE.
♦ Exceeded sales target for bank accounts and credit cards by 300%, with close to 100% rate on creditor insurance
♦ Ranked fifth place in sales of Mashreq Gold account among all Financial Advisors nationally, first place among Personal Banking Officers nationally 
♦ Averaged $15 million a year in mortgage Loans.

Relationship Manager, 12/2010 to 07/2015
American express service India limited New Delhi, India
♦Responsible to manage the HNW relationships for American Express.My job role included consultative selling to top industrialists (CXO level) in the country.
♦Created a portfolio of 200 accounts, which generated CAD 2.0 ML in revenue per year.
♦Scheduled an average of 4 appointments per day. Upsold add-on services to existing customers and generating incremental revenue.
♦Collaborated with other account managers to prepare and deliver performance updates and quarterly business reviews.Addressed customer questions and concerns regarding products, prices and availability.Consistently secured new accounts, resulting in a 25% increase in year over year from 2011 -2015.
♦Monitored market conditions, product innovations and competitor activity,and adjusted account sales approach to address latest market developments.Leveraged relationships with sales Support,Operations, marketing and customer support through internal training programs.
♦ Ranked 1st place among Relationship Manager in New Delhi in the year 2011,2014,2015.
Education
Bachelor of Commerce: Commerce , 2008
Mumbai University (MU) - Mumbai, MH, India
MBA: Marketing, 2010
ISBM - Hyderabad, Telangana, India
CSC: Mutual funds and financial planning , 2017
CSI - Toronto, ON, Canada