Cody L. Sundbeck
********@*******.***
[pic]
Manager, Sundbeck Inc.
. Supervise Houston, Texas and Lake Charles, Louisiana Ports and staff.
. Manage Company Investments
. Ensure client's product reaches final destination
. Manage all barge merging, demerging and transportation
Assistant Vice President, Capital One Bank
08/05-08/10
. Analyze branch's monthly financials and accounting general ledgers.
. Ensure operation/administrative expenses including monthly, quarterly
and Annual Audits maintain top performance
. Develop and maintain profitable business relationship
. Assist in the on-going business development of the market area through
proactive sales calls and networking
. Sell and open banking products, checking/savings accounts and lending
products.
. Analyze and review retail/business customer's credit for loan request
. Supervise the daily operations/functions of bank personnel, recommends
and maintains staffing levels, complete performance appraisals,
provide training, recommends promotions to the Branch Manager,
participates in the interview process of new employees, makes salary
and terminations recommendations
. Coach associates relative to expected sales and customer service
standards.
. Identify and refer business opportunities to our commercial partners
. Control branch cash levels
. Detect and process fraud cases, recover charge backs and Over drafted
accounts to minimize losses
Relationship Manager/Investment Representative, Chase Bank
07/04-08/05
. Developed banking and investment portfolios
. Analyze customers financial needs, recommend appropriate products and
services and/or referring customer to business partners
. Uncovered and determined investment needs: cross-sell fixed annuities
and JP Morgan Mutual Funds
. Conducted outbound sales calls and presentations uncovering new
relationships
Relationship Banker, Wells Fargo Bank
10/02-11/03
. Analyze customers financial needs and recommend appropriate services
and/or refer customers to banking partners
. Provided broad base of services, including deposit-based, credit,
investment and fee-based products
. Developed and maintained relationships with Wells Fargo partners to
maximize sales opportunities and achieve minimum sales standards
. Proactively made outbound sales calls and presentations to inform
clients about financial service solutions
[pic]
Accomplishments/Additional Experience:
Assistant Branch Manager Mentor Program Member '09
Created Loan Training classes to increase banker knowledge and District
production '06-07
Selected to Bank Policy Committee by Regional Manager '06
Sales Consultant for Cy-Fair, Copperfield, East Spring, Gleannloch, and
Champions '06
Assisted with five Denovo Grand Openings '05-'06
Awarded Best Cross Sell Ratio in Company by Rickey Otey '05
Opened and supported two Denovo Branches '05
District Hiring Committee Member '06
Held Series 6, 63 Group One License
Competed Series 7 Program
Barging Navigation
QuickBooks
Banking Computer Programs
Microsoft Excel, Power Point, Word
[pic]
Education:
BBA in Finance, 2004
Dallas Baptist University