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Service Sales

Location:
Waterbury, CT
Posted:
January 29, 2014

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Resume:

Justin Brown

Cell: 860-***-****

accef6@r.postjobfree.com

EXPERIENCE

U.S. Trust, New Haven, CT December 2011 – Present

Bank of America Private Wealth Management

Client Sales and Service Officer

• Responsible for supporting all client post sales activities, monitoring and executing all tasks required to fulfill the client service

plan and meet day-to-day inquiries from the client

• Execution of client service activities by initiating and monitoring accounts opening and asset transfers; handle client inquiries;

and coordinating with specialists and service centers to deliver an integrated service to the client

• Manage and maintain book of business for the Private Client Advisor (exceeding values of $800 million)

• Member of lead generation research team for entire CT/ W MA/ LI NY region

Bank of America, Berlin, CT May 2007- December 2011

Personal Banker

• Responsible for offering and selling financial products and services to both consumer and small businesses by providing

personal assistance to key banking clients

• Proactively managed client risk in all business, product, and service transaction leveraging the Risk Framework

• Recognized and referred cross-sell opportunities by responding to customer inquiries, concerns, and integrated positive

solutions

• Sold financial products (e.g. Credit Cards, CD’s, IRA’s, Loans), open deposit accounts and provided council on loan

applications

FitPro Personal Training Studio, New Haven, CT October 2004 - 2013

Personal Trainer

• Provided optimal performance of the Fitness Center to meet the needs and satisfaction of the client

• Prepared and delivered comprehensive fitness programs based on clients’ goals that included appropriate exercise selection and

teaching a fitness lifestyle

• Set expectations and hold clients accountable to their comprehensive fitness programs through goal setting, follow up

discussions, and tracking progress

• Emotional and motivational leader

EDUCATION

University of Hartford, Hartford, CT

• Masters of Business Administration - Barney School of Business (Graduation Spring 2015)

Southern Connecticut State University, New Haven, CT September 2001 – May 2005

• Bachelor of Science Degree, Exercise Science Human Performance Major with a Minor in Nutrition

ORGANIZATIONS & AFFILIATIONS

Toastmasters International - President – BAC TALKERS 6090/ District 53 January 2010 – Present

Black Professionals Group – Leadership Committee January 2013 – Present

PULSE / Greater New Haven Chamber of Commerce – Member December 2011 – Present

Community Foundation for Greater New Haven – Grant Making Reviewer January 2013 – Present

BAC Community Volunteer Committee December 2011 – Present

SKILLS

• Strong attention to detail Exceptional organizational skills

• Excellent interpersonal and communication skills • Capable of learning in a fast pace environment

• Entrepreneurial, ownership-oriented mindset Excel, Outlook, Word, Power Point



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