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Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000 • (xxx-xxx-xxxx • abc@xyz.com
Profit-focused professional eager to offer 11+ years of Financial / Insurance Administration, Retail Sales, Operations Management, and Client Relations within diverse, high-volume fields toward maximizing a progressive employer s success.
Profile of Qualifications
Top-performer who makes solid decisions to reflect positively on business productivity and company well-being.
Integral leader who seamlessly handles confidential client responsibilities while maintaining high-quality service levels.
Excellent communicator who effectively interfaces with all business representatives through to executive level.
Proficient multitasker who plans, prioritizes, and manages tasks within deadline-driven environments.
Ambitious self-starter who demonstrates superior attention-to-detail and sharp analytical abilities.
Key Areas of Expertise
Operations Management Sales Consultations Business Communications Regulatory Compliance
Client / Customer Service Data / Account Management Strategic Analysis / Planning New Business Development
Professional Synopsis
Senior Personal Banker
Huntington National Bank, Englewood / Bellbrook, OH 2005 C 2006 / 2007 C Present
Apply dynamic consultation and communication talents toward determining appropriate investment strategies to meet client short- / long-term goals to include assessing, maintaining, and maximizing investment returns according to key risk tolerance.
Play a vital role in building and sustaining business by providing diverse investment services to consumer / business clients, along with collaborating with management on achieving monthly sales initiatives to generate revenue objectives.
Perform routine audits and ensure compliance with company policies and federal standards to maintain seamless operations.
Retail Sales Representative
Verizon Wireless, Beavercreek, OH 2006 C 2007
Achieved advantageous retail sales via targeted marketing and client-driven collaborative efforts to include demonstrating strong presentation and negotiation skills to actively boost company profits within competitive telecommunications markets.
Led the development of strategic decisions based on analysis of regular business summaries, along with proactively introducing new products and maintaining optimal merchandising standards to attain continued marketplace dominance.
Assistant Manager
Provident Bank / National City Bank, Dayton, OH 2002 C 2005
Applied solid leadership proficiencies toward co-directing branch operations to include collaborating with executive-level management on monthly sales strategies; conducting valuable staff meetings; and consistently exceeding set goals.
Prioritized staff workflow to maximize use of resources and meet key objectives, along with performing routine audits and fostering cooperative teamwork to encourage profit- and customer-focused decision-making at all times.
Increased branch sales by $8 million annually and achieved recognition for outstanding job performance for 2004 and 2005 with a prestigious Circle of Excellence award.
Registering Representative
Metropolitan Life, Springboro, OH 1999 C 2002
Drove bottom-line results by providing comprehensive financial analysis designed to meet individual consumer needs according to risk tolerance to include educating clients on investments and life, long-term care, and disability insurances.
Expertly prepared, processed, and tracked life, disability, and long-term care applications, along with obtaining additional data required by underwriting; creating annual business plans and mailing campaigns; and maintaining strict regulatory compliance.
Contributed superior interpersonal relations techniques toward responding to client concerns and resolving various challenges.
Additional Professional Roles Held Prior to 1999
Education & Licensure
Bachelor of Science in Business Management / Accounting (In Progress) Franklin University
Licensed in Property & Casualty Insurance / Life & Health Insurance / Series 6
Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000 • (xxx-xxx-xxxx • abc@xyz.com
Date
Hiring Agent Name
Title
Company Name
Address
City/State/Zip Code
Dear__________________:
I am currently seeking a challenging [ Insert Job Title ] role, and am submitting my resume for your review.
I am excited to build a rewarding career with your organization, and am confident that my broad range of professional skills can achieve your key objectives. I can offer 11+ years of solid experience in Financial / Insurance Administration and Retail Sales, and am well-versed in all facets of Operations Management, Workflow Prioritization, Regulatory Compliance, Business Communications, and Client / Customer Relations.
To complement my background, please note that I am pursuing a rigorous B.S. in Business Management / Accounting from Franklin University and am licensed in Property & Casualty Insurance, Life & Health Insurance, and Series 6.
Currently, as a Senior Personal Banker with Huntington National Bank, I apply my dynamic consultation and communication talents toward determining appropriate investment strategies to meet client short- / long-term goals to include assessing, maintaining, and maximizing investment returns according to key risk tolerance. Within this role, I build and sustain strong client relationships and collaborate with management on achieving monthly sales initiatives to generate revenue objectives. As this is just a sampling of my job history, please kindly refer to my enclosed resume for additional experience.
You will find me to be a profit-focused professional who can contribute superior attention-to-detail and sharp analytical abilities. In addition, I can plan, delegate, and manage multiple tasks within high-pressure, deadline-driven environments while streamlining business processes to increase productivity, efficiency, and quality. For the sum of these aforementioned reasons, I believe I will prove to be an incredible asset to your team.
I look forward to hearing from you, and thank you in advance for your time and consideration.
Sincerely,
Yyyyyy x. yyyyyy
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