Sales Manager
Resume:
ROBERT W. ANDREA
** ***** **** *********: 860-***-****
FARMINGTON, CONNECTICUT 06032 EMAIL: ********@*********.***
PROFILE
SEEKING A SALES/ACCOUNT EXECUTIVE POSITION WITH A LEADING PROVIDER OF BEST-OF-BREED TECHNOLOGY SOLUTIONS COUPLED WITH
SUPERIOR CLIENT DELIVERY AND SUPPORT. DIVERSE AND PROGRESSIVE EXPERIENCE WITHIN THE FINANCIAL SERVICES AND INFORMATION
TECHNOLOGY INDUSTRIES. EXCELLENT RELATIONSHIP MANAGEMENT, SALES AND WRITTEN, VERBAL/PRESENTATION SKILLS.
CAREER EXPERIENCE
CT Online Computer Center (COCC) - Sales Support Manager & Account Executive Avon, CT Oct. 04 – Present
I.T. Company focusing within the financial services marketplace by providing state-of-the-art industry specific products and services.
Accomplishments:
• Developed a professional sales culture for core and strategic products within the Northeast and Midwest regions.
• Direct involvement with securing largest client contract in company’s 42-year history.
• Increased product contract sales by $310+million to date (new business and renewals)
• Streamlined all sales support tasks. Grew department to 4 FTE’s; educates staff on presentation skills/product knowledge.
Tasks:
• Streamlined all pre and post sales efforts resulting in department expansion.
• Orchestrates all prospect sales engagements, site visits, pens RFP responses and other sales tasks.
• Demonstrates breadth and depth of product knowledge to position and map capabilities aligning to prospect objectives.
• Focuses on senior management challenges, opportunities and called upon by client for interpretation and direction.
• Coaches team to optimize performance and to enable broader and deeper client engagement.
• Represents client internally, coordinates with other divisions to implement client systems, address ongoing service needs.
• Professional presenter demonstrating custom product solutions: CRM, Report Writer, AML, Document Management, others.
Webster Bank, N.A. Treasury Operations - Assistant Vice President Waterbury, CT March 03-Sept. 04
Financial Services provider including consumer banking, mortgage, insurance, financial planning and trust/investment services.
Accomplishments:
• Revolutionized all processes and controls of a $380 billion funds transfer department.
• Demonstrated ability to facilitate change within and across Webster Bank lines of businesses.
• Received ‘pass’ audit grade subsequent to inheriting a ‘fail’ audit grade.
• Nominated twice for quarterly Service Excellence award, a recognition among divisions.
Tasks:
• Managed operational processes, controls and account reconciliations of a $380 billion funds transfer department.
• Responsible for timely, accurate and secure processing of 5,600 domestic and 4,200 international (average) wires per month.
• Led a staff of 9, conducted all performance management tasks, salary reviews/adjustments and staff development.
Bankers’ Bank Northeast - Operations Manager Glastonbury, CT April 02-March 03
Single-source, cost effective provider of a broad range of traditional and new correspondent banking and funding services.
Accomplishments:
• Developed Fed Funds Transfer policies.
• Directed, tested and managed company Disaster Recovery Center.
Tasks:
• Evaluated and managed the operational effectiveness of a growing correspondent bank to 100+ clients with a staff of five.
• Managed Money Desk to review Fed account activity to avoid “daylight overdrafts” to maximize earnings credits.
• Transacted overnight investments for Fed Funds in excess of $500 million for client Banks and BBN Fed position.
Open Solutions, Inc. Professional Services - Application Consultant, Conversions Glastonbury, CT May 00 - April 02
Andrea - Resume
I.T. Company focusing within the financial services marketplace by providing state-of-the-art industry specific products and services.
Accomplishments:
• Successfully converted two clients, $1.2 billion and $500 million assets respectively, simultaneously.
Tasks:
• Developed and managed the transformation of core bank products to an online, real-time, financial software system.
• Managed pre-conversion routines: data testing/integrity, product fee/income, commercial analysis and statement design.
The Greenwich Bank & Trust Company – AVP/Business Development Manager Greenwich, CT Jan 98 - March 00
New Bank that untapped a need within Greenwich, CT and grew to become a premier bank in Southern Fairfield County.
Accomplishments:
• Recruited to open a new Commercial Bank with three colleagues. Opened three offices within a year.
• Established all retail banking policies, procedures and processes. Hired, trained and managed staff.
• Generated new business by cross-selling deposit/loan products; managed high net-worth account relationships.
Tasks:
• BDO responsible for acquiring profitable new consumer and commercial business relationships.
• Analyzed Personal Financial Statements for loan products; compiled debt-to-income workflow for analysis.
• Responsible for implementing and managing D/R plan; other duties including HR and Security Officer tasks.
The Putnam Trust/Bank of New York, - Assistant Vice President, Retail Banking CT/NY July 1985-Jan. 1998
Affluent $2billion Bank in Greenwich, CT subsequently acquired by $18billion Bank of New York.
Accomplishments:
• Progressive advancements throughout tenure.
• Developed a Teller Training program and administered classes to current and new staff.
• Co-developed Platform/Teller automation system.
• Identified and quantified staffing opportunities; reduced staff turn-over by 15%.
• Managed the Banks main currency vaults in excess of $5 million.
Tasks:
• Managed 8 Offices consisting of 90 employees. Duties included staffing, training, P&L, budget, employee performance, etc.
• Retained on staff subsequent to PTC/BNY acquisition. Worked on special projects for BNY markets. (BNY)
New England College of Finance Education - Instructor Hartford, CT Sept. 02 - 03
• Part-time faculty member administering business related courses within the Associate’s Degree program.
EDUCATION
Sacred Heart University, Fairfield, CT
Accomplishments:
• Achieved both degrees part-time while working full time.
• Achieved Magna Cum Laude rank for Undergraduate degree.
• Achieved Dean’s List throughout all semesters.
• Asked to assist Marketing Class in project presentation exercise.
Degrees:
• Master of Business Administration and Financial Management, GPA 3.33 Fairfield, CT
• Bachelor of Science, Business Administration; Magna Cum Laude; GPA 3.78 Fairfield, CT
Learning Tree International, Reston, VA
• Responding to Conflict: Creating Resolution and Cooperation Avon, CT
OTHER
The Governor Prevention Partnership – Mentor, Hartford, CT, 2003 – 2004
• Recipient of the 2004 “Mentor of The Year” award.
• Featured article within “The Governor’s Prevention Partnership 2003 Annual Report” recognizing mentoring efforts.
Andrea - Resume
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