Customer Service Account Executive

James Lumley

**** ***** ***, **** *, Boulder, CO 80304 Mobile: 303-***-****

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

Professional Wachovia Bank N.A

Experience Financial Specialist, Boulder, Colorado, May

**, ****- Current

Financial Specialist, Elizabeth, New

Jersey October 26, 2003 - May 15, 2007

>Drive and average of 1.5 million in

monthly revenue for branch in home equity loans and prime

equity line of credit

>Generate $200K + in investment revenue

each Month

>Bring in assets of over $1.1 million in

New Money by opening checking and savings accounts for

approximately 40 new

clients per month

>Mentored, trained and educated Golden

West Employees during the takeover and transition period and

introduced them to Wachovia sales

principles: Host seminars for new employees on specific bank

products

>Prospected and commenced Wachovia @

Work platforms to midsize (100+ employee) companies

throughout New York/

New Jersey Metro Area

>Produced Community Based

programming that enables charitable contributions while

simultaneously driving customers

to local Wachovia Branches

Northwestern Mutual Financial Network,

Summit, New Jersey

Financial Advisor, August 2001- October 2003

>Generated $150K + in monthly

investment revenue

>Drove an annual 100 new clients to

Northwestern Mutual's Life Insurance policies

>Educated and aided clients in Managing

financial risk, while helping them to achieve financial security

through insurance

and investment products

Lucent Technologies, Cedar Grove, New Jersey

Account Executive, August 1997 - August 2001

>Provided technological

communications services to small and midsized businesses

located throughout New Jersey

>Offered troubleshooting services and

customer service to a client base of approximately 100 active

businesses

Education Lycoming College, Williamsport, Pennsylvania

B.A in History, Minor in Secondary

Education

Professional

Licenses Series 6 & 63, Life and Health Insurance

Professional

Building Dale Carnegie Career Building Seminars

Effective Communications and Human

Relations, August 2006 - November 2006

Contact this candidate