Angela Klein
**********@*****.***
Halethorpe, MD 21227
OBJECTIVE:
EDUCATION
. University of Phoenix, 2006 - 2007
Business Management Studies
. Towson University, 1998 - 2000
Focus on Accounting and Finance Studies
. Anne Arundel Community College, 1995 - 1998
Associates Degree
WORK HISTORY
Twleve years of dedicated experience in matching the relevant needs of
clients to appropriate banking and financial services.
. 2002 - 2011 Assistant Branch Manager
M&T Bank
. Routinely ranked within Top 5 Sales Performers among
Assistant Branch Managers of the Greater Baltimore
Region.
. Nominated as the Regional Staffing Coordinator to
fill vacant branch positions during planned and
unplanned absences to ensure branch preparedness to
handle client transaction volumes.
. Championed as a Peer Coaching Leader to train new
employees of Management and Supervisor positions.
. Develop staff to attain and exceed sales goals both
individually and branch, as well as, coach career
growth to effectively lead promotion opportunities to
include sales, supervisor, and management positions.
. Individually manage a portfolio of 200+ clients
quarterly to inspect client satisfaction, lead
retention efforts, and drive growth opportunities.
Efforts in 2010 rewarded a client-retained percentage
of 99%.
. 2000 - 2002 Sales Associate Positions including all levels (I -
III)
M&T Bank
. Sales Associate Positions I-II practiced basic
principles to include matching day-to-day banking
needs to clients while monthly sales goals set forth
by the financial institution were met.
. Growth and success in the above mentioned positions
led to a Sales Associate III Position to include
tripled individual sales expectations and branch
activities supervised to ensure sales numbers
exceeded goal.
1999 - 2000 Teller (I - II)
M&T Bank
. Completed client requested transactions, matched a
sales need, and made suggestions of add-services by
the way of referral to Sales Associates within the
allotted two minutes per transaction.
HIGHLIGHTS OF QUALIFICATIONS
. Strong skills in time management, prioritizing tasks, and meeting
deadlines.
. Nine years experience in all levels of the management process
including staffing, performance appraisals, training, one-on-one
coaching, delegation, staff meetings, employee retention, and
performance improvement plans.
. Focus kept on profitability in a constantly changing work environment.
. Successfully obtained a Maryland Life Insurance License in 2002 to
further service clients by the way of income generation, retirement
planning, asset management, life insurance protection, and long term
care. These products allow me to offer a more diverse solution to
those requiring a more complex financial need.
RELEVANT EXPERIENCE
Communication and People Skills:
. Track record of developing strong client relationships, anticipating
client needs, and providing timely, proactive services.
. Commitment to furthering the success of team members, as well as,
delivering quality individual performance in a high-pressure
environment.
Organization and Time Management:
. A problem solver who quickly grasps complex situations and turns them
into manageable tasks.
. Production of quality work, even when under extreme pressure and
deadline.
. Many years of experience successfully managing and organizing time and
work load.
. Collaborate in a team to produce quality results.