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yyyyyy x. yyyyyy
3301 south coconut island dr., #0000 xxxxxx xxxx , xxxx , xxxxx 00000
(xxx-xxx-xxxx h / ( xxx-xxx-xxxx m
career objective
results-driven financial planner and banking operations manager eager to contribute superior business development, leadership, and customer service skills toward supporting the employer in optimizing revenue performance
profile
ø offer 14 years of progressive banking experience, with expertise in financial analysis and planning, business development, and sales and customer service
ø demonstrated record of leading and developing highly productive on-site and remote support teams in providing excellent customer service
ø facilitate client-focused, service-oriented environment vital to maximizing customer satisfaction and retention, increasing revenues, and expanding market share
ø sharp business acumen and experienced in managing broad scope of operations; extensive knowledge of financial products and instruments including retail banking services, insurance, annuities, mutual funds, consumer equity lines, and real estate loans
ø implement quality control initiatives; efficiently resolve account-related issues and provide knowledgeable responses to inquiries
ø develop and administer budgets, resource allocation plans, and marketing campaigns
ø dynamic communication, presentation, negotiation, and relationship management skills; proactive team player equally effective in independent and collaborative environments
ø certified florida notary
professional experience
operations manager, wachovia bank, fort myers, fl 2008 c present
- entrusted with hiring, training, and leading remote proof capture site production team; ensure efficient, accurate, and compliant management of work from financial centers located throughout charlotte, lee, and collier counties
financial center manager, washington mutual bank, bonita springs, fl 2007
c 2008
- in recognition of outstanding performance, quickly progressed within wamu to attain managerial position responsible for steering all aspects of financial center operations, including customer service and business development efforts
licensed personal financial representative, washington mutual bank, east meadow, ny 2006 c 2007
- performed a full range of marketing and client service activities; successfully increased sales of financial products and services
office manager, country ceramic tile & kitchen design, manhasset, ny 2005 c 2006
- cost-effectively managed budget, executed accounting duties, and directed day-to-day activity; maintained equipment and supply inventories
personal banker, jpmorgan chase, huntington, ny 2003 c 2005
- provided individualized customer support and assistance; planned automatic investments, oversaw account reconciliation, managed underwriting responsibilities for consumer equity lines and real estate loans
client financial analyst, citibank, rockville centre, ny 2000 c 2003
- worked closely with clients to assess and address customized needs; applied depth of knowledge to recommend appropriate financial products
customer service representative, north fork bank, floral
park, ny 1998
c 2000
assistant head teller, chase bank, oceanside, ny 1996
c 1998
teller, the bank of new york, mineola, ny 1995 c 1996
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