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Yyyyyy x. yyyyyy

7522 Oakboro Dr ¹ Xxxxxx, Fl xxxxxx ¹ xxx-xxx-xxxx ¹


Sales Management Leader

Financial Services Industry Expertise /  High Performance / Exceed Expectations /Build Relationships


Ambitious and Driven Sales Management Professional with expertise in leading sales and business operations to success.  Track record of driving significant growth & revenue in the lending/financial services industry in challenging economical climate.  Reputation for being highly knowledgeable in lending guidelines, with ability to gain the confidence and trust of staff and customers.  Seeking challenging and rewarding sales & operations management position with an organization that values strong leadership and dedication to developing high performance sales teams.


Education / Certifications


Xxxxxx Atlantic University, West Xxxxxx, Fl - Bachelors of Science, Business Management


Series 6 License 2006 Xxxxxx

Series 63 License 2006 Xxxxxx

Life Health And Annuity 2006 Xxxxxx


Key Skills Summary


w  Attention to Detail

w  Build Internal & External Alliances

w  Committed to Organization & Clients

w  Consultative & Relationship Sales

w  Cultivate Business Relationships

w  Decision Making/Problem Solving

w  Define Measurable Results

w  Documentation/ Compliance

w  Financial Services Expertise

w  Maintain Relevant Industry Knowledge

w  Motivated by Challenge

w  Organization and Time Management

w  Persuasive & Effective Speaker

w  Strategic Planning and Execution

w  Team Player - Support Departmental Goals

w  Trusted with Unquestionable Integrity


Professional History


Wachovia Bank, Boynton Beach, Fl (2005 to Present)

Senior Financial Specialist (2007 to Present)

w  Gained promotion to Senior Financial Specialist based on exceeding expectations for performance goals, driving sales and revenue initiatives and providing training and leadership for branch level team.

w  Ranked #1 in the district for sales credits, consistently achieve $800K in new deposits monthly and $1.5M annual in investment dollars.

w  Expand customer base through aggressive and effective sales techniques; monitor and evaluate sales results, productivity levels and profitability on an ongoing basis.

w  Create customer focused atmosphere and provide a superior level of customer relations, promote sales and service culture through coaching, guidance and staff motivation and consistently exceed individual and branch sales goals through new business sales, referrals and retention of account relationships. 

w  Led branch to #1 ranking for small business campaign and CP3 penetration results.

w  Create and present loans and small business trainings for Financial Specialist team; encourage high performance standards throughout out the branch, lead by example and assist branch employees in closing business.

Yyyyyy x. yyyyyy

7522 Oakboro Dr ¹ Xxxxxx, Fl xxxxxx ¹ xxx-xxx-xxxx ¹

Page 2


Financial Specialist (2005 to 2007)

w  Built solid business relationships with new retail and small business customers; provide superior customer service and executed consultive selling techniques to identity and offer solutions for customers financial goals.

w  Consistently exceeded sales and referral goals through aggressive business development and customer relationship building activities; proactively cross sold products and services, performed outbound calling to secure appointments and maintained broad based industry knowledge to provide customers with current information.

w  Provided training and mentoring to the teller line and implemented tools to help tellers identify potential opportunities for new product sales.

w  Efficiently and accurately processed retail customer transactions, provided effective follow up and resolved customer issues as needed.


City National Bank of Xxxxxx, Delray Beach, Fl (2004 to 2005)

Personal Banker

w  Provided banking services to commercial and banking clientele; defined and identified potential business, set appointments, provided consultations and made recommendations for financial products.


SouthTrust Bank, Boynton  Beach, Fl (2002 to 2004)

Financial Service Representative

w  Consistently met/exceeded sales and production goals by adhering to all corporate sales & relationship building strategies, provided face to face meetings with customers to discuss financial needs, and made recommendations for appropriate products to support their financial & personal objectives.



Nortel Networks, Boca Raton, Fl (1999 to 2001)

Lead Technician

w  Provided leadership for a group of 6 fiber optics operators in supporting multi-million dollar communications systems.





















Yyyyyy x. yyyyyy

7522 Oakboro Dr ¹ Xxxxxx, Fl xxxxxx ¹ xxx-xxx-xxxx ¹










Address 1

Address 2


Date Here

Dear <Name Here>,


I have enjoyed much success in my career as a Senior Financial Specialist and am ready for additional responsibilities and challenges.  Please accept this letter and the attached resume as application for the position of <position here>. I am convinced after reading the description for this position on <location of job ad here>, that I am the ideal candidate for the job.


I have an excellent track record of cultivating business relationships and executing sales and revenue plans.  According to the job description for <position here>, you are seeking someone with the ability to <choose something from the job description here>.  I am well versed in <specific here> and know that I could be an integral member of your team.  I have consistently been ranked #1 in my district for high performance  and exceptional results.  My superior knowledge of consumer trends and business development strategies will be a key to my success with your organization.


In addition, I have been promoted and acknowledged by my employers for exceeding performance expectations.  I have been consistent in my success, and even in these challenging economical times, I have been able to continue to drive growth and revenue generation.


Thank you for your time and consideration.  Please contact me at your first convenience to speak further.  If I do not hear from you within 10 days, I will contact you to arrange for an interview. Should you require any additional information, I can be contacted at the phone number listed above.


Best Regards,








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