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Financial Sales Representative Resume Samples
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0-5 years of experience
Developed strategic action plans to meet and/or exceed the branch goals which included profitability, productivity, operational effectiveness, and community outreach. Executed plans to attract, expand, and retain customer relationships. Partnered with business advisors, and senior administration on new bank initiative sand projects
- Increased branch deposits by 50% over a three-year period between 2008 and 2011
- Led bank in wealth referrals, mortgage referrals, core deposit growth, and total deposit growth
- Increased booked loan totals from $15,000 to $2.7 million in a little over six months
- Primary point of contact for employee relations and interdepartmental training; conducted all weekly New Hire Orientations for new employees
- Provided key tactical support as the lead Personal Banker over a group of six other bankers
- Planned marketing strategies, executed prospective client outreach, and developed sales presentations
- Provided coaching and mentoring to individual team members; motivated team members by offering incentives to boost team morale and successfully maximize team performance
0-5 years of experience
Advised buyers of insurance products and services, while preparing personalized insurance quotes to bind insurance contracts. Sponsored marketing events to generate new enrollment with customer service solutions.
- Prepared and promoted marketing events to increase auto insurance policies at local office
- Evaluated MTD and YTD financial documents to increase insurance quotes and to find errors missed on unsold quotes
- Reviewed insurance regulations to ensure each policy sold meets state requirements
- Oversaw collections, third-party verification, reimbursement solutions in order to meet GEICO’s standard procedures
- Responded to customer needs by recommending products and services in order to increase binded contracts
0-5 years of experience
In this position, I was responsible for the sales and service of bank products; to use my lending skills to meet the financial needs of clients and small businesses; to provide and promote excellence in customer service.
- Demonstrated a proactive approach to enhance the bank’s visibility and growth through personal contacts and business development calls.
- Achieved an average of 124% of an established deposit and loan goal for year.
- Closed over $1.3 million in consumer loans and referred for closing over $1.5 million in commercial loans.
0-5 years of experience
Managed controllable components of branch Profit & Loss, including team management, fee waivers, and refunds.
- Organized effective sales and referral teams that delivered quality service.
- Responsible for client retention, relationship expansion, and existing portfolio management.
- Assisted branch manager in achieving annual retail banking sales goals, while meeting individual sales goals.
- Supported branch client needs by conducting financial needs analysis profiles to match products and services.
- Developed new business by promoting, cross-selling and servicing a full range of financial products and services.
0-5 years of experience
Responsible for marketing and up selling of financial products and services.
- Managed all aspects of location and cultivation of new deposits and loans.
- Participated in financial responsibilities involving cash management and initiated business development functions.
- Identified customer needs and recommended investment products increasing revenue potential by 10%.
- Efficiently performed multiple customer transactions in a timely manner.
0-5 years of experience
Sold retail banking products and services to all branch customers, promoted cross selling by soliciting existing and prospective customers
- Assisted customers with loan applications ensuring information obtained met bank’s underwriting regulations, consumer lending regulations, laws and policies
- Opened customer accounts and closed consumer loans; handled all documentation
- Provided customer service, answered inquires and handled referrals to specialty bank services
- Trained and experienced on Navigator and C-Net computer banking systems
0-5 years of experience
Originated loans and closed loans. Reviewed loan applications and loan packages for accuracy. Performed wire transfers for customers.
- Performed notary services for existing customers. Notarized loan documents and other legal forms.
- Sold products to new and existing customers for home equity lines of credit, checking, savings, money markets, time deposit accounts, IRA, safe deposit boxes and credit card accounts.
- Developed and maintained relationships with potential customers.
- Provided exceptional customer service by effectively meeting and exceeding customer’s requests and expectations.
- Solicited new businesses for the company and retained existing customers through outside sales, lead lists, and person to person meetings.
- Developed strategies to increase sales growth and researched targeted markets.
- Solicited insurance prospects to series 6 and 63 insurance agents.
10+ years of experience
Developed and cultivated quality book of life insurance and other financial services achieving Million Dollar Round Table honor 1987 – 1991
- Built strong community relationships resulting in a consistent flow of sales leads and referrals
- Recruited, trained and retained a sales staff of 8-10 agents
- Qualified for 9 annual sales conferences honoring top 5% of agents nationwide
0-5 years of experience
Operated and maintained self-driven financial practice and all things relating to the business (i.e. budget, forecast, bookkeeping, field underwriting)
- Identified and interacted with potential clients through referral based practices
- Acquired 30 new clients in first six months
- Conducted in-depth fact finding meetings with clients to assess risk allowance and potential needs, based upon their current financial position and future goals
- Computed complex budgets, policies, and investment options for clients
- Provided clients with a high level of individualized customer service
0-5 years of experience
Cultivated client relationships over the phone and in person
- Increased branch revenue by $60,000 in six months
- Produced in assets under management to branch office
- Presented in front of clients and prospects
- Managed client accounts using Excel and company network
- Trained other sales representatives in phone procedure and client prospecting
- Conducted seminars for company on mutual funds and insurance
0-5 years of experience
Prepared and presented slide presentations and marketing material packages for business clients
- Planned, organized and coordinated multiple projects while prioritizing workloads within a timely manner
- Initiated, planned and organized meetings with business clients
- Explained and resolved customer issues related to product coverage and policies
- Processed changes to existing policies as needed and/or requested by policyholders and other interested parties
- Maintained and tracked client data in company system
0-5 years of experience
Responsible for opening various accounts for clients – checking, savings, CD, IRA
- Originated loan applications including mortgages, home equity loans, auto loans, etc.
- Qualified leads, assessed needs and recommended solutions
- Promoted business development at conventions, while increasing customer base and branch revenue
- Referred customers to Business Bankers and Wealth and Investment Consultants
0-5 years of experience
Assisted five producers in generating four million dollars in gross commissions from approximately 75 million dollars worth of assets from 2,500 clients
- Responsible for all security trading in clients’ accounts
- Generated daily reports for production
- Acted as a liaison between clients and brokers in all financial procedures
- Prioritized and resolved all financial-related disputes promptly
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Financial Sales Representative
Last edited by: Gabriela Barcenas, CONTENT STRATEGIST -
Gabriela Barcenas
CONTENT STRATEGISTGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
