Sales Manager
Resume:
Matthew Wasserman
** ****** ***. ******, ** *****
**********@***.***
Financial Services Executive
Merchant Services ~ Marketing Methodologies ~ Client Relations
Performance-focused Banking Professional and Business Development
Strategist with numerous years in the merchant services sector. Eager to
contribute practical experience toward actively supporting a dynamic
organization in maximizing results. Demonstrated ability to increase
corporate bottom line by identifying and communicating business-critical
information. Strong background in implementing improvements that reduce
costs and increase revenue. Solid track record of managing relationships
with teams and providing superior service to customers and business
partners.
Qualifications Profile
> Strong credit processing background with the ability to work
independently on multiple projects simultaneously with specialized
knowledge of financial analysis tools, outside sales methodologies,
client development practices, presentation skills, as well as forming
collaborative relationships both internally and externally.
> Comprehensive understanding of the credit processing arena due to
advanced training regarding information management, communications, and
marketing practices. Understands how to utilize this knowledge for the
benefit of the merchant.
> Excel in defining and implementing policies, procedures and operational
systems that boost productivity, efficiency and quality of operations.
> Competent leader and mentor who is able to create a team environment,
including building collaborative relationships, training peers to perform
at maximum efficiency, and the capacity to form cross-functional
coalitions in order to ensure knowledge is shared across departmental
lines.
> Consistently focus on ensuring development of high-standard operational
protocols.
> Proven ability to adapt strong process knowledge and technical skills to
diverse organization needs.
> Technology savvy and proficient in multiple software applications and
platforms, including MS Office Suite.
> Co managed multiple branches locations during my career.
Functional Competencies
> Demonstrate dynamic leadership qualities and strong communication skills
in successfully steering financial planning meetings and delivering
comprehensive strategies.
> Possess strong consumer credit, finance, sales, compliance, and sales
presentation skills.
> Develop expert plans of action according to specific financial needs,
both expeditiously and effectively.
> Ensure critical internal and regulatory compliance as well as data
integrity/quality control.
> Capable of in-depth research and data analysis with the purpose of
improving efficiency best practices and productivity.
> Embrace company initiatives and lead process integration efforts
throughout various departments.
> Develop and implement numerous protocols and policies with the purpose of
identifying and resolving relevant issues in a proactive manner.
> Stay abreast of most up-to-date financial trends and data in order to
offer most viable recommendations to clientele base.
> Successfully contribute to business development by using proactive
prospecting techniques to generate sales, applying advanced communication
and interpersonal relation skills.
> Use knowledge of markets to effectively introduce products and services.
> Strategically diversify revenue streams and grows sales by expanding
primary service lines into new markets.
Select Achievements
> Increased deposit base from $75 million to $105 million. (Valley
National)
> Increased deposit base from $127 million to 153 million. (BOA)
> Successfully created staff of proactive, competent individuals and an
environment with unparalleled teamwork through leadership and the
appropriate coaching techniques. (BOA)
Professional Career Track
Assistant Vice President / Branch Manager, Valley National Bank
2005-Present
. Assess, develop, and implement strategies which have contributed to the
overall growth and profitability of branch.
. Ensure regulatory and operational compliance at all times.
. Build and expands customer relationships including the development and
implementation of a business development call program.
. Continually develop network of customers (commercial, retail and
individuals) and community members and associations.
. Deploy creative activities to drive revenue growth.
. Continually work toward achievement of established personal, sales and
service quality performance. Successfully created staff of proactive,
competent individuals and an environment with unparalleled teamwork
through leadership and the appropriate coaching techniques.
. Responsible for hiring, staffing performance appraisals, promotions,
salary recommendations, and terminations.
. Develops and manages the branch and individual sales process to include
sales skills proficiency and product knowledge.
. Responsible for New Business Development of commercial, retail, term
loans, lines of credit, mortgages, home equity in addition to demand
deposits.
Assistant Vice President / Branch Manager, Bank of America
2002-2005
. Assessed, developed, and implemented strategies designed to contribute to
overall growth and profitability of branch.
. Developed extensive network of customers (commercial, retail and
individuals) and community members and associations.
. Deployed creative activities to drive revenue growth.
. Worked toward achievement of established personal, sales and service
quality performance. Responsible for hiring, staffing performance
appraisals, promotions, salary recommendations, and terminations.
. Responsible for New Business Development of commercial, retail, term
loans, lines of credit, mortgages, home equity in addition to demand
deposits.
Pension Administrator, Kingsbridge Financial Services
2001-2001
. Managed and Administrated 401(K) plans.
. Answered key questions from participants regarding 401(K) plans.
. Interacted with plan trustees and diagnosed and offered solutions to
problems within plan specifications.
. Processed investment changes, allocation adjustments, 401(K) loan and
disbursements.
. Reviewed participants' quarterly statements and oversaw processing of
new pensions plans.
. Conducted bookkeeping, accounting and 5500 reporting.
Earlier Experience
- Assistant Service Manager, Merrill Lynch
- Service Support Controller, Merrill Lynch
Education / Training / Memberships
0. Financial Coursework Completed - Annuities, Mutual Funds, Commercial
Lending, Financial Statement Analysis, Credit Scoring, Mortgage Lending
and Computer Programming.
1. Training - Numerous In-House and external Banking and Securities
Seminars
2. Affiliations - Referral Network of New Jersey (President), Middlesex
Chamber of Commerce, Woodbridge Chamber of Commerce
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