~ Ambitious and results-driven Management Executive eager to contribute exceptional customer/client-facing experience as well as process design and project management expertise toward supporting a dynamic employer in optimizing bottom-line performance. ~

 

 

Green Belt-certified and highly accomplished professional offering extensive knowledge of client servicing via wealth investment management and consumer banking.  Proficiency in process design engineering, change management, project leadership, and strategic planning. Innovative, competitive and personable sales leader; exceptional background in business development, branch operations leadership, and personnel development. Conscientiously focus on client satisfaction by accurately assessing needs, solving problems, and inspiring trust and confidence.  Excellent ability to establish effective working relationships with all levels of an organization.

Selected Achievements:

 

         Led deployment of Visual Mortgage 2.0 project, efficiently orchestrating user testing, training, curriculum development, implementation, support, and communications.

         Served as Change Management Lead for Consumer Real Estate Division President s Guaranteed Closing Cost Green Belt project to reduce gap between initially quoted closing costs and final HUD1 dollar amounts.

• Partnered with Change Management Executive to launch major training program for CRE organization comprised of 20,000 associates.

         Captured record-setting credit lending record for main office by generating $2M in April of 1998.

         Recognized as Top Gun Banking Center for producing over $1M in monthly loan volume.

         Awarded Freedom to Act Medallion by Regional Executive for Partners for Growth (PFG) performance in 2007 resulting in larger share of wallet for 1/3 of client base as well as new consumer banking customers.

         Acquired Six Sigma Green Belt certification for implementing Credit Policy Enhancements granting flexible Loan to Values for high credit score clients resulting in increased mortgage volumes exceeding $300M in credit balances for 2004.

 

 

Bank of America, Duluth, GA; Asheville, NC; Charlotte, NC, 1993 to  2009

Progression of Roles and Highlights:

Atlanta East Premier, Duluth, GA, 2006 to 2009

Premier Banking Client Manager, Global Wealth and Investment Management

         Managed book of business consisting of 300+ affluent client households with at least $500K in investable assets.

         Partnered with financial advisor partner in providing consultative guidance to clients via depository accounts, mortgages, lines of credit, estate planning, and retirement plans.

         Proactively established, nurtured, maintained and capitalized on network of attorneys, CPAs, realtors, line of business partners, and existing clients to prospect for new high-net-worth clients.

         Formally recognized for securing highest number of mortgage applications in the Consumer Real Estate Loanline/Client Manager mentoring 2 month program.

         Appointed by Market Manager as Associate Satisfaction Champion for Atlanta East Team.

 

Continued

 

 

Professional Experience continued                                                              Yyyyyy x. yyyyyy ~ Page 2 of 2

 

Banking Center Manager, Global Consumer & Small Business Banking  

Consumer Real Estate (CRE), Charlotte, NC, 2002 to 2004

Business Support Manager/Senior Process Design Engineer

         Resourcefully designed, engineered and managed CRE sales processes for Consumer, Premier, Small Business, and Private Bank.

         Formulated demand generation and product enhancements to drive CRE sales production.

         Developed referral process for mortgage Account Executives to refer qualified clients to Premier for banking services to increase Premier Banking revenue by $2.6M.

 

Consumer Real Estate; Business Transformation / Infrastructure, 1999 to 2002

Operations Change Manager

         Spearheaded multiple project initiatives inclusive of business requirements, draft design documentation, team leadership, meeting facilitation, testing, and implementation.

         Seamlessly coordinated project focus with sub-process owners, business partner executives, line project team members and CRE change management.

• Significantly increased customer satisfaction and decreased follow-up calls by launching franchise-wide transformation to a standard, customer-centric loan history card for Consumer Credit Services.

         Demonstrated superior problem solving abilities in troubleshooting personnel and project-related issues, accurately interpreting business impact, and designing optimum solution.

• Managed the design/build/test/implementation phases of multiple project initiatives within Consumer Real Estate with Sales impacts.

 

Consumer Bank, Charlotte NC, 1993 to 1999

Banking Center Manager/Senior Lender

         Applied dynamic leadership talents toward managing, coaching, motivating and directing 19 employees; concurrently oversaw staffing requirements and expense management vital to ensuring cost control and budget compliance.

         Served as Training Manager for Banking Center management program and sales associates.

         Cross-trained sales and service associates to ensure and achieve exceptional levels of customer service and satisfaction.

         Led successful model banking systems conversion at Charlotte s main office.

         Defined and administered Banking Center operational procedures and completed biannual audit.

 

 

Bachelor of Arts Degree in Industrial Relations, University of North Carolina C Chapel Hill, NC

 

Professional Development:

• Banking Center Manager Development Program, Bank of America (NationsBank)
• Six Sigma Green Belt Training
• Design for Six Sigma Training
• Leadership Skills for Managers
• Advanced Sales Skills
• Executive Mentoring Program C Bank of America
• Leadership Charlotte Class XXII C Bank of America
• Series 6 and 63 licensure

 

 

 

 

 

 

 

 

 

 

Date

 

 

 

Hiring Agent Name

Title

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

I am currently seeking a challenging career opportunity in a financial services management capacity and am submitting my resume for your review.  In advance, thank you for your time and consideration.

 

As demonstrated in the accompanying resume, I bring to you a substantial management background in banking and wealth management industries, proficiency in process design and engineering, and advanced project management skills. To complement these qualifications, I offer a strong blend of resourcefulness, organizational strengths and critical thinking skills.

 

As a dedicated team member and stellar leader, you will find me to be a diligent and focused professional committed to supporting you in achieving your objectives through an impressive work ethic and proven success in client/customer relations and satisfaction. I am certain that I could be an ideal addition to your company, and look forward to interviewing with you in the near future.

 

Truly yours,

 

 

 

Yyyyyy x. yyyyyy