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yyyyyy x. yyyyyy 0000 xxxxxx xxxx , xxxx , xxxxx 00000
(xxx-xxx-xxxx (xxx-xxx-xxxx [c]
abc@xyz.com
objective
financial services professional exploring opportunities to contribute dynamic banking operations, client service, new business development, staff supervision and p&l skills in a branch management or personal banker assignment.
career profile
ø mba.
ø b.s., economics and management.
ø series 7, 63 and 65 securities licenses, as well as life insurance licenses.
ø background as assistant vice president/assistant branch manager with wells fargo.
ø knowledgeable in all facets of financial services operations.
ø expertise in sales and business development.
ø comprehensive understanding of business management.
ø record of progression to assignments of increasing responsibility and authority.
ø proficient in information technology applications including ms office suite.
ø proven accomplishments in building market share and recognition.
ø track record of achieving challenging revenue objectives.
ø outstanding capacity in customer service.
ø well-organized multi-tasker with strong detail orientation.
professional experience
pacific life insurance company, newport beach, ca 2002 c present
internal wholesaler
recruited to coordinate with two field wholesalers in bank/independent planner channels.
execute new broker prospecting.
profile candidates for selling of pacific life products.
proactively contact pacific life variable annuities and mutual funds producers.
exceeded "new producer" for six consecutive years.
deliver exceptional support for 300+ brokers in multiple regions.
facilitate product updates, assistance in case design and sales initiatives.
expand market share in all regions.
overachieved sales quota in four of last six years.
designated as member of internal wholesaler advisory group (iwag),
an intermediary between internal
wholesalers and senior management on key issues.
invest financial corporation, fallbrook, ca 2000 c 2002
investment advisor representative
retained as sole broker for $340mm commercial bank.
launched well-received securities program.
expanded asset base in excess of $8mm in two years.
designed and implemented teller referral program to uncover leads from bank customers.
facilitated leads through referrals from existing clients, networking and telemarketing.
led well-regarded quarterly investment seminars for new and existing clients.
identified client investment objectives and customized available products and services to meet needs.
- continued -
yyyyyy x. yyyyyy
page two
massmutual life insurance company, san diego, ca 1996 c 2000
financial services professional
tasked to coordinate with new and existing clients to identify investment objectives.
developed product mixes to meet client long-term needs.
prospected using networking, telemarketing and existing client referrals.
gained expertise in fixed/variable annuities and variable life insurance.
researched and evaluated the qualified, non-qualified, and small business markets.
completed all required client administrative activities.
wells fargo bank, oceanside, ca 1989 c 1996
assistant vice president/assistant branch manager
tasked to play key operational role for $55mm commercial bank unit.
facilitated sales and business development.
achieved minimized loss exposure.
successfully passed multiple internal (wells fargo) audits and external (fdic) audits, attaining scores exceeding regional average.
recognized by senior management for delivery of exceptional customer service.
military service
captain, u.s. marine corps, camp pendleton, ca, 1977-1989
recipient of navy commendation medal and marine corps expeditionary medal
education
national university, vista, ca
mba, human resource management, 1996
centre college of kentucky, danville, ky
bachelor of science, economics & management, 1977
yyyyyy x. yyyyyy 0000 xxxxxx xxxx , xxxx , xxxxx 00000
(xxx-xxx-xxxx (xxx-xxx-xxxx [c]
abc@xyz.com
cover letter text
date
hiring agent name
title
company name
address
city, state zip code
dear :
i am currently seeking a challenging career opportunity in a banking branch manager assignment and am submitting my resume for your review. in advance, i thank you for your time and consideration.
as demonstrated in the accompanying resume, my professional qualifications include an mba, a b.s., economics and management, series 7, 63, 65 securities and life insurance licenses, and almost 20 years of highly successful financial service sector experience. to complement this background, i possess demonstrated expertise in sales/marketing, wholesaling, operations, broker support, product updates and achievement of ambitious revenue objectives on a consistent basis, as well as strong analytical, problem-solving and managerial capabilities. as an employee, you will find me to be an enthusiastic and disciplined team player, committed to supporting you in achieving your objectives through superior performance.
i am confident that i could be a valuable asset to your firm, and look forward to interviewing with you in the near future to further discuss my areas of experience and expertise that would be a contribution to your organization.
sincerely,
harold everett meeks, jr.
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