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yyyyyy x. yyyyyy    

0000 xxxxxx xxxx , xxxx , xxxxx 00000

homexxx-xxx-xxxx

abc@xyz.com

 

 

career objective                              

 

disciplined and analytical professional seeking leverage proven track record of achievement within financial industry to support corporate profitability and productivity objectives.

 

profile                                                

 

ø  comprehensive understanding of business development and client relations with expertise generating sustained revenues through solid negotiation and persuasion skills.

ø  influential communicator familiar with all levels of corporate environments, including who, what, when, where, why, and how of ensuring tasks are completed and all parties kept well informed.

ø  confident operating within team and autonomous conditions and dedicated to superior performance levels and continuous improvement through additional training and education. 

ø  gifted analyst with exceptional ability to gather data, compile information, and prepare reports.

ø  technically savvy in microsoft office suite (word, excel, powerpoint, outlook, access)

ø  fluent in french and creole.

 

accomplishments                              

 

ø  achieved 110% of business development goal established by geico department and grew client base to more than 1680 policies for 2008; exceeded all account development and client retention goals.

ø  successfully built citibank branch client base to more than 500 customer relationships, securing renewable business revenues.

 

professional experience                

 

geico-woodbury, ny                                                                                                  2007 to present

insurance agent

  quote and close prospects for auto, home, cycle, atv, rv, boat, and other insurance in accordance with geico guidelines.

  call on policyholders to deliver and explain policy, to analyze insurance program, and suggest additions or changes, or to change beneficiaries.

  customize insurance programs to suit individual customers, often covering variety of risks.

  utilize existing internet leads and other lead and referral programs to approach potential clients.

  ensure policy requirements are fulfilled, including any necessary medical examinations and appropriate forms.

  underwrite risk to generate premiums and establish payment method.

 

citibank-mineola, ny                                                                                                        2006 to 2007

financial associate

  executed bank service sales within branch and processed traditional teller transactions, serving as support for other team members.

  assisted with customer acquisition activities, generating daily retail sales from new and existing customers through execution of marketing and business development plan.

  provided information concerning products and services offered by bank and deliver high-quality customer service.

 

commerce bank-new york, ny                                                                                         2005 to 2006

personal banker

  acquired, retained, and expanded new and existing client relationships through proactive delivery of customer service face-to-face and over the phone to determine financial needs and provide product recommendations.

  inputted loan applications and domestic and international wires while opening and managing variety of accounts.

  settled cash advances, bank checks, and money orders.

  organized and ordered new supplies as necessary and ensured proper maintenance of branch areas.

 

education & credentials                

 

farmingdale state college-farmingdale, ny

bachelor of business administration

 

licenses:

property and casualty license

 

 

 

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