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Manager Sales

Location:
Spring, TX, 77379
Posted:
July 26, 2011

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Resume:

Cody L. Sundbeck

********@*******.***

832-***-****

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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

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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

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Education:

BBA in Finance, 2004

Dallas Baptist University



Contact this candidate