Sales Customer Service
Resume:
Jonathan E. Burnett
**** ********* ****, ***. ***, Atlanta, Ga. 30309
*******@*****.***
OBJECTIVE
To obtain a position that will utilize my background from both the financial and marketing industry.
EDUCATION
Hampton University – Hampton, VA.
B.A. in Print Journalism – May 1999
PROFESSIONAL EXPERIENCE
Sales Analyst; Wells Fargo Bank, Atlanta, GA. 6/13/11 – 04/18/2013
Department: Treasury Management
• Established relationships with prospective clients
• Provided customers with Wells Fargo information on our products
• Maintained and upgrading customer’s portfolio
• Researched the internet for client information both general and detail
• Gave feedback on product testing
• Opened account numbers for client orders
• Pre-screened client wants and needs before reporting the request to consultant
• Calculated monthly revenue
• Gathered results on customer’s credit check
• Submitted request to have services added to a portfolio
• Investigated client’s concerns with products
• Administered direction for operating through Wells Fargo systems
• Presented information to clients and colleagues when required
• Reviewed analysis statements to capture client’s revenue and volume
• Sent confirmation to the customer once their request is finalized
• Held responsible for closing all jobs when complete
• Conducted meetings with clients to ensure the satisfaction of our products
Personal Banker; Wells Fargo Bank, Atlanta, GA. 6/28/10 – 6/10/2011
Department: Retail Banking
• Coached new hires on job responsibilities
• Informed co-workers with adjustments of their particular roles
• Trained employees on job related systems
• Sold retail banking products and services to customers and prospects
• Managed customer portfolio, service relationships and cross-sell products and services
• Provided broad base financial and credit services
• Developed and maintain relationships to maximize sales opportunities
• Profiled customers to extend sales opportunity
• Performed administrative duties for existing customers
Underwriter; Wachovia Bank, Atlanta, GA. 3/27/08 – 6/25/10
Department: Consumer Credit Card/Exposure Management
• Calculated financial plans for payoff amounts on consumer credit cards
• Reinstated customer accounts for those that qualify
• Analyzed bureau reports for consumer loan applications
• Delivered quality customer service to incoming calls from loan applicants
• Assigned proper loans to qualifying customers
• Managed and answering inquiries pertaining to consumer approvals and declines from personal bankers
• Coordinated reduction and cancellation documents to customers
• Administered loan advice to customers when receiving declination notices
• Provided administrative assistance w/wealth managers in reference to daily activities on consumer accounts
• Executed administrative duties such as balance transfers, overnight requests and closing accounts
Travel Teller; Wachovia Bank, Atlanta, GA. 12/18/06 – 3/24/08
Department: Retail Banking
• Assisted customer with financial transactions
• Provided assistance to financial specialists on expanding customer portfolio
• Performed credit and debit transactions to business customers
• Performed administrative duties such as gift card requests, traveler’s checks, vault transactions, overnight
deposits
• Assisted with promotional layout inside retail facility to ensure visibility of advertised bank products
• Collected, analyzed and documented sales data to ensure goals are achieved
• Participated in the planning and execution of grassroots events within the assigned region
Account Executive; Atlanta Sports & Fitness Magazine, Atlanta, GA. 8/8/05 – 12/9/06
Department: Sales
• Researched local and national companies for perspective advertisers
• Scheduled in person meetings with business owners that were a good fit for potential advertisers within the
publication
• Maintained and built relationships with current clientele by discussing effective ways to reach consumers
• Conducted grassroots promotional events for current clientele; events ensured increase of profitability for
existing clientele
• Collected, analyzed and documented sales strategies and results on a monthly basis/presented on a quarterly
basis
• Reviewed and trained on updated statistics and demographics of the publication to use as selling points
• Performed cold calls (calling qualified/perspective advertisers) to increase clientele of the publication
Field Account Executive; Goodby, Silverstein & Partners, Atlanta, GA. 2/9/2003 – 8/5/05
Department: Account Management; Client: Saturn Motor Vehicle
• Submitted annual and monthly media plans to Saturn Franchise Owners
• Spoke to the client in reference to promotions on a national and local level
• Explained what creative media was available for advertising for particular markets
• Responsible for explaining the market’s budget and made adjustments where needed
• Worked with and established relationships with media buyers for the completion of media plans and buys
• Participated in market visits for presentations and promotions
• Met with Saturn Corporate Marketing Executives for advertising/marketing direction with their budget
• Traveled to different markets on an as needed basis for promotional, budget or product placement meetings
Junior Media Planner; WestWayne Advertising, Atlanta, GA. 7/25/2002 – 1/25/2003
Department: Media Planning; Client: Toyota Motor Vehicle
• Completed annual media plan request for the Southeast Region of Toyota Motor Vehicle
• Able to submit revised media plans due to previous month activity on car sales
• Worked with media buyers to build the appropriate media plan for the client
• Partnered with account management team on client wants
• Assisted with promotional venues
• Explained media plans as well as answered client questions towards the plan
Assistant Media Planner; BBDO Advertising, Atlanta, GA. 9/10/01 – 7/10/2002
Department: Media Planning; Client: Cingular Wireless
• Researched newspapers from assigned local markets for competitor advertising
• Assisted media planner with budget plans for market cities in the assigned territory
• Met with client to explain current media plans and adjustments that were made
• Lead conference calls in reference to status results and market plans
• Planned and executed promotional activities for assigned markets
• Explained alternative media outlets for customer to use to promote their product
COMPUTER SKILLS
Donovan, Adobe Illustrator, Filemaker, Media Tools, Microsoft Windows, Word Perfect, Excel, Outlook, Power
Points, Argo, Mainframe, FDR, Hogan, Provenir
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