Rachel R. Dean
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**-* ****** ***, ******** NY 13031
Email: abma33@r.postjobfree.com Cell: 315-***-****
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PROFILE
Results oriented professional with over 10 years of successful sales
experience in positions of increasing responsibility and duties. I
consistently ranked as a top-performer with a track record of meeting and
exceeding sales goals and customer expectations. Detail oriented team
player with polished communication skills, and strong organizational
skills.
EXPERIENCE
Licensed Banker Cicero, New York
JP Morgan Chase January 2010-Present
. Acquire, retain and expand new and existing relationships by
proactively meeting with customers.
. Discover financial needs and provide product recommendations.
. Partner with Financial Advisors, Mortgage Representatives and
Business Specialists to deepen relationships and maximize
profitability.
. FINRA Series 6, 63 and Life Insurance Licensed.
Outside Sales Representative Cicero, New
York
Tequipment, Inc. July 2009-October 2009
. Traveled throughout New York State to various schools
demonstrating SMART technology products and making
recommendations to principals, administrators and technology
directors while ensuring existing customer satisfaction.
. Developed educational content, as well as guided teachers with
lesson plans through professional development training seminars.
. Participated in various trade shows demonstrating SMART products
as well as complementary training seminars to potential new
school districts.
Commercial Credit Analyst Syracuse, New York
Alliance Bank NA August 2007-June 2009
. Experience in this position can lead to advancement into an
active sales lending role in the banking organization.
. Research and examine credit risks, accessing credit history and
recommending approval or disapproval of extensions of credit.
. Concentration in analysis and processing of small business loans
with total exposure less than $300,000, using the Bank to
Business system.
. Spread and analyze financial data on a timely basis to make
appropriate assessments.
. Provides information relating to credit inquiries and assist
loan officers as needed.
Commercial Lending Development Program Syracuse, New York
Partners Trust Bank January 2007-
August 2007
. Assisted branch managers and commercial lenders with loan
portfolios in Small Business, Middle Market and CRE areas, and
worked with administration on a variety of department reports
and loan documents to help expand my knowledge in every aspect
of commercial lending.
. Assisted lenders with business development, networking and
customer calls.
. Followed up with customers regarding loan requests throughout
the approval and closing process.
. Exclusively chosen from entire branch network to participate in
the first career development program.
Personal Banker/Wealth Management Fayetteville, New
York
Partner's Trust Bank February 2005-
January 2007
. Educated customers on banking products and recommended best
options to meet the customer's short-term and long-term needs.
. Sold deposit, investment and a variety of consumer and
commercial loan products.
. Wealth Management Coordinator responsible for increasing
Investment Management portfolio in CNY region.
. Consistently exceeded quarterly sales goals and was ranked in
the top 3% bank-wide for sales performance.
. Trained new and existing employees throughout the CNY region on
utilizing sales skills and methods to build customer
relationships.
Loss Prevention Investigator Dewitt, New York
Chase-Pitkin August 2001 to
March 2004
. Investigated issues pertaining to internal/external theft.
. Prepared statements for law enforcement for prosecution in theft
cases.
. Increased store safety by conducting monthly safety audits.
. Trained new and existing employees on store policies and
procedures.
. Implemented several programs to improve company profitability.
Estee Lauder Cosmetic Counter Manager Dewitt, New York
Bon Ton April 1998 to August
2001
. Responsible for ensuring beauty advisors are properly trained
and knowledgeable.
. Merchandise cosmetics and fragrances according to appropriate
planograms, as well as counter and floor displays.
. Conduct promotional clinics and samplings to increase department
sales.
. Contact customer base to ensure satisfaction and utilize cross
selling opportunities.
EDUCATION
Life Insurance License-March 2010
FINRA Series 6/63 Licenses-February 2010
Columbia College-Bachelor of Science in Business Administration-Spring
2010
Greater Association of Realtors-NYS Real Estate License-2005-Onondaga
Community College-Criminal Justice-Associates in Science-2003