Personal Banker Resume Tulsa, OK - Hire IT People

SUMMARY

Increased practice revenue by implementing new fee - for-service billing system at Confidential .
Multiple sales contest winner while executing Latino sales campaign at Confidential .
Lead territory developer in Spanish-speaking, dually eligible, demographic at Confidential .
Developed Queens territory previously not serviced by Metropolitan Jewish Health.

TECHNICAL SKILLS

PROFESSIONAL EXPERIENCE

Personal Banker

Confidential, Tulsa, OK

Responsibilities:

Adept at earning trust which is key in assisting clients choose appropriate product .
Increased market share of new Small business accounts within our target market.
Selected to serve at a market roundtable to improve programs and procedures.
Surpassed set goals every semester during tenure (with exception of leaves).

Marketing Coordinator

Confidential, Brooklyn, NY

Responsibilities:

Developed unchartered territories in Queens, Manhattan. Serviced Brooklyn.
Significantly increased % of African American/Latinos/Asians utilizing services.
Provided translation services to Registered Nurses within various boroughs.
Augmented the overall number of Nursing Home and Senior Center referrals.

Territory Developer

Confidential, White Plains, NY

Responsibilities:

Financial Services Professional

Confidential, Ave Rye, NY

Responsibilities:

Senior Financial Planning Assistant

Confidential, Dr. Valhalla, NY

Responsibilities:

Procured personal & financial data financial plan preparation.
Liaised with Home Office to ensure timely receipts and correct application of funds.
Created, implemented, fee-for-service billing system, positively affecting bottom line.
Flawlessly planned and executed annual (existing) client appreciation event.

Confidential, Albany, NY

Annuity Service Representative

Responsibilities:

Managed large volumes of ($) incoming IRA and Retirement Plan transfer/rollovers.
Integral role in ensuring financial advisors were compliant with State requirements.
Planned, executed and presenter at quarterly new-advisor seminar for NY Advisors.
Department Representative, NYS Regulation 60 change & implementation committee.