Resume

Sign in

Sales Customer Service

Location:
Anaheim, California, 92802, United States
Posted:
May 29, 2010

Contact this candidate
Sponsored by:
TalentDesk
Post Jobs to
Multiple Job Boards &
Get more Candidates
Try it Free!
Start your 30-day
Free Trial

**** ****

**** * ****** ****, ******* CA *****( *******@***.***. 206

*** ****

Offering Documented Leadership Qualifications and Experience in Retail

Management

Profile

Motivated, personable business professional with 8 years proven results and

a successful track record of exceeding sales and marketing goals. Thrives

in challenging, fast-paced environments where performance directly impacts

the bottom line. Solid organizational leadership, excels at strategic

thinking and problem solving. Poised and competent with demonstrated

ability to be diplomatic and tactful with professionals and non-

professionals at all levels.

Employment History

Bank of America, Bellevue

Mortgage Loan Officer 2009-Present

. Responsible for originating retail mortgage loans. Contact customers

by phone or in-person. Can sell direct to customers or solicit

customers indirectly through third parties such as builders/developers

or realtors.

. Obtain mortgage loans from referral sources: bank branch customers,

existing clients and realtors.

. Partner with co-workers to meet with and advise customers regarding

their financial needs.

. Keep Personal Bankers and Branch Managers informed on status of client

relationship and needs and objectives

. Market and promote the financial mortgage products to the branch

teams.

. Coordinate all aspects of the mortgage application process.

. Maintain relationship by providing superior customer consultation,

advice, counseling and service.

. Respond to customer needs and inquiries within 24 hours.

Wells Fargo Bank, Seattle

AVP, Branch Manager 09/03 - 07/08

. Star Manager Winner for 2007

. Top ten store in WA Region 2005, 2006, 2007

. Top ten store in loan volume and deposit volume

. Winner of recognition trip for 2006 and 2007

. Supervised all branch operational and business development functions,

including marketing strategies, team training and mentoring, customer

service, financial administration, quality control, and cost

containment. Managed 3 successively larger branches ending with the

direction of 15 FTE in the fulfillment of corporate goals. Functioned

as key contact for escalated issues. Responsible for training and

development of sales and service associates for the region.

. Manages retail sales and service function. The primary goal is to

serve the customers total financial service needs resulting in greater

market share, wallet share and profitability.

. Creating a vital sales and service organization, promoting teamwork

with partners and other corporate departments.

. Creates, trains and coaches a successful sales team through the

development of staff as a competitive advantage.

. Responsible for effective staff salary administration and rewards.

Develops and administers budgets, business development goals and

objectives, staffing models, schedules and performance standards.

US Bank-Lynnwood

Personal Banker, 03/00-08/03

. Top ten producer in loan volume.

. Top ten producer in annuity.

. Responsible for providing excellent customer service and financial

services through a series of jobs with escalating responsibility.

Ending with responsibility for a portfolio of 800 high value personal

households. Emphasis on fulfilling client needs with credit, deposit

and investment products.

. Building long term relationships with our customers in person and by

phone.

. Reach out into the community by placing outbound phone calls to

existing clients, visiting businesses, conducting educational

seminars, and being active in the community.

Exceed challenging sales and referral goals by proactively selling

products and services to customers and referring customers to other

areas of the bank.

Community Involvement

. Member of Wallingford Commerce Chamber

. Member of Lacey Commerce Chamber

. Volunteer, Wells Fargo Volunteers

.Education and Training

BA Management, Finance, University of Washington.

AA Business Administration, Finance, June 2001, Edmonds Community College

Fluent in Vietnamese



Contact this candidate