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Sales Manager

Location:
San Jose, CA, 95136
Posted:
March 23, 2011

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Resume:

Janice Del Castillo

**** ******* ***** ***** *** Jose, CA 95136?

408-***-****

*****-***********.******@*****.***

Qualification Summary

Performance driven professional with several years of experience in sales

and portfolio management, client relationship building, retail banking

management, and business development. Proven ability in managing projects

and working as a team player to produce results. Relationship development

expertise that compliments the ability to gain solid client trust in order

to exceed business sales expectations.?

2009-2010 KeyPoint Credit Union Santa Clara, CA

Business Sales Manager

. Developed and implemented sales and marketing initiatives to

generate new business accounts across all KeyPoint Branches.

. Implemented small business service initiatives including

coaching and sales management of all business branch personnel.

. Responsible for driving results in developing

personnel, growing member

relationships, achieving sales goals, and exceeding

member service

expectations.

( Conducted training to staff and branch management in

all areas of business

products, services, and proper business documentation.

. Responsible for scheduling and conducting monthly business

seminars for members.

. Attended monthly community events and assigned company sponsored

programs to generate new business leads.

. Lead project management team meetings to ensure final

implementation was completed.

. Perform outbound sales calls as well as cold calling to generate

growth of new business.

2008-2009 ATL Technologies San Jose, CA

Business Development Manager?

. Responsible for contacting Fortune 500 High-Tech companies for

hiring needs.

. Daily follow up with direct hiring managers for current & future

hiring needs.

. Responsible for making 50 daily sales calls for new business.

. Contact clients in database for follow up on new business

opportunities.

. Update database with clients resumes for future job opportunities.

.

2006-2008 Bank of America Santa Clara, CA

VP/Premier Banking Client Manager

. Guide clients through our specialized mortgage product options.

. Partner with Financial Advisor to gain additional funds to grow

portfolio

. Exceed client delight expectations.

. Maintain satisfactory audit of all new client accounts opened.

. Manage a portfolio of 300 clients with deposit relationships

ranging from

$500K-3.0M.

. Responsible for cross selling all bank products and services.

. Responsible for monthly correspondence to clients for account and

product

Follow up.

. Exceed daily goal of 25 client contact calls and report results on

database.

. Schedule all appointments and contact calls on outlook.

1999-2006 Bank of America Los Gatos, CA

VP Banking Center Manager

. Manage and development of 15 direct reports

. Responsible for leading daily sales activities

. Complete monthly employee schedules on the allotted salary and

staffing

Budget.

. Process Payroll

. Responsible for exceeding overall branch operations and audit

goals

. Assist clients with opening all bank products and services

. Guide clients through our specialized mortgage product options

. Responsible for scheduling daily lobby management in order to

exceed customer delight expectations

. Process monthly, quarterly and annual performance reviews

?

Education?

De Anza College- Business Administration

?

Professional Licenses

Series 6/63

Health/Life Insurance

Awards:

Ranked 5th in the State of California for Annual "Gold Club" 98-99

Recognition for Annual "Award of Excellence" 2002-2006

?



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