Sales Customer Service

S TEVE STOKES

**** ***** ** ***, **** D*~ Fort Collins, CO 80525

970-***-**** ~ ablu55@r.postjobfree.com

PROF I L E

Motivated, personable business professional with MBA degree and a successful t rack

record in the U.S. Navy and Financial Services. A strong leader and motivator with a talent

for quickly mastering technology. Adept at managing projects and people within t ight

deadlines. Excellent team-building skills.

Flexible and versatile – able to maintain a sense of humor under pressure. Poised

and competent with outstanding sales and project management skills and demonstrated

h istory of exceeding all goals. Ability to easily t ranscend cultural differences and work with

people at all levels.

SK I L LS SU M MARY

• •

• Sales & Marketing

Management and Training and

• Scheduling & Tracking

Leadership P resentations

•

•

• Analysis, Spreadsheets Computers and

Customer Service

•

and Databases Technology

Financial Planning,

• Project Management Services and Products

PROFESSIONAL EXPER I E NCE

Management

• Supervised and t rained a branch of 15 tellers and financial service associates.

• Created employee rewards and incentive plans to boost morale and productivity.

• Created spreadsheets and analysis reports to t rack performance against goals.

• Responsible and accountable for the coordinated management of multiple related

p rojects directed toward strategic business and other organizational objectives.

• Supervised a department of 22 employees in the financial processes of student loans and

notification of state guarantors. Monitored daily activity of financial t ransaction

requests to ensure completion within 48 hours of receipt.

• Wrote monthly performance employee evaluations, interviewed new hires, and provided

t raining.

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• Allocated and maintained financial portfolios of approximately three million dollars for

200 + clients.

• Trained over 2,000 students in all phases of SCUBA and Deep Sea Diving with no

i njuries or accidents. Hand selected from senior enlisted officers to serve as the

I nternational M ili tary Student Officer, the primary liaison for students from over 40

d ifferent NATO countries.

• Managed diverse group of 50 remote field investigators, monitoring the progress of Top

Secret Security investigations within established government contract deadlines and

guidelines; r emotely coached and motivated staff on a daily basis via telephone, voice

mail, and e-mail.

• Managed investigative case t imeliness, investigator workflow, production, and quality.

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B usiness Development, Sales & Service

• Increased business loans and deposits, established business relationships, made cold

calls, gave sales presentations and ensured the highest level of customer service to

achieve Regions Bank’s profitabili ty and market share goals.

• Achieved Chairman’s Club status for 2007 – reserved for top 10% of Regions Bank

managers.

• Responsible for cross-selling and educating customers on the following types of

accounts: Mutual Funds, Annuities, Checking/Savings, CD’s, Loans/Lines, Insurance,

Letters of Credit.

• Consistently ranked as a regional leader for investment sales within AmSouth

(Regions Bank)

w ith combined investment sales in excess of $1,300,000 for 2004, 2005 sales in excess of

$3,100,000 and sales for 2006 in excess of $2,000,000.

Communication: Report, P resentations, Technology

• Created spreadsheets and follow-up processes to t rack caseload, progress,

reassignment, and completion of investigator casework . E ffectively utilized government

and internal database reports to manage investigators and maintain ongoing oversight

of workload assignments.

• Communicated financial concepts to banking customers and increased education and

u nderstanding of lending terms, types of loans, balancing checkbooks, budgeting and

retirement planning.

• Coordinated professional t raining and development for Navy diving personnel.

Developed course cur riculum for over 30 subjects.

• Selected as a key presenter on topics including mutual funds, annuities, stocks,

bonds, life & health insurance, mortgages, options. Designed and delivered series of

classes on investments and retirement planning.

E MP LOYME N T H ISTORY

2010 – cur rent T-Mobile Sales Associate Center Pa rtners, Fort Collins, CO

2009-10 F ield Manager K eypoint Government Solutions,

L oveland, CO

2003-08 Community Banker, Vice President Regions Bank, H ighlands, NC

Branch Manager, Vice President Regions Bank, Clarkesville/Clayton,

GA

Consumer Banking, I nvestment Rep. Regions Bank, Panama City, F L

2002-03 Supervisor of Finance Sallie Mae,

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P anama City, FL

1999-02 Financial Advisor Mer r ill

L ynch, Panama City, FL

1978-99 Chief Petty Officer (E-7) /Deep Sea Diver United States Navy

SPEC IAL IZED TRA I N I NG

Successfully completed numerous leadership, management and sales courses in both banking and the

US Navy.

ED UCAT ION

• MBA (3.44 GPA) – Florida State University (August 2004)

• B.S. Business Management (3.81 GPA) - Florida State University (May 1999)

• Certified Financial Manager (CFM), General Securities Agent (Series 7)

• Registered Investment Advisor (Series 66), Florida Life, Health & Variable Annuity

COMP U TER SK I L LS

• Microsoft Word, MS Excel (Advanced Level), MS Project, MS PowerPoint

• Databases

• Basic HTML

• Troubleshooting

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