Sales Customer Service

Robert E. Novak

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

*** ******** ***, *** ********, NY 10805 914-***-****

Executive Summary

? Working knowledge of accounting and financial management.

? Major strengths in planning, problem solving and communication.

? Excellent communication, interpersonal and organizational skills.

? Demonstrated accuracy, attention to detail and ability to work well

in team environment.

? Demonstrated ability to work effectively with clients.

? Demonstrated ability to consistently meet deadlines.

? Computer literate - can quickly learn new software.

? Capable of handling multiple projects concurrently.

? Able to serve as an agent for others, and trusted to speak on their

behalf to accomplish desired results.

Accomplishments

Accounting, Planning & Analysis

Maintained the Capital Budget for both Keyes Fibre & Maxwell

Communications. Participated in the Operating budget for Keyes Fibre Foam

Plants. Invested or borrowed cash daily to meet cash flow needs. Performed

various Cost & Financial Analysis as outlined under Maxwell Communications,

Texaco Inc and Keyes Fibre Company. Coordinated insurance policies for

Beker Shipping Company to lower costs. General accounting, journal entries

and Financial Statement preparation.

Teamwork

Developed and implemented branch sales strategy resulting in increased Bank

at Work relationships. Coordinated the Acquisition team at Maxwell

Communications and consolidated & analyzed their findings, culminating with

a recommendation to Sr. Management. Supervised general accounting clerical

staff. Oversaw the operation of three financial service offices.

Supervision & Training

Supervise & Trained branch staff. Supervised three accounting clerks at

Beker Industries. Supervised & Trained Sales Staff at National Studios and

Primerica Financial Services. Monitored licensing requirements for

subordinates.

Communications and Presentation

Prepared Annual & Quarterly Reports to the SEC of Forms 10K & 10Q. Progress

reports to Senior Management.

Wrote proposals recommending the purchase of capital appropriations and for

companies. Wrote sales proposals and management reports. Conduct Financial

Education Seminars for Community Organizations and Clients.

Employment

Citibank NA Greenwich, CT

Business Banking Officer April, 2009 to Present

? As the Primary Business professional for the branch, I acquire, and

deepen both Consumer and Business relationships by pro-actively setting

appointments with customers, profiling to discover needs, making the best

recommendations, closing the business and following up on all new

Business accounts.

? Focus is on the Business Premier clients that are assigned to the

branch.

? Maximize the depth and profitability of the customer's relationship

by partnering with sales specialists in Retail Lending, Investments and

other product areas to ensure a world-class customer experience.

Citibank NA Stamford, CT

Vice President - Relationship Manager July, 2008 to March, 2009

? Interfaced with Senior Management and Human Resources of Client and

Prospective Clients.

? Ensured highest quality service, scheduled and staffed on site events

and financial education seminars.

? Presented seminars to groups of employees and students. Trained

personal bankers.

? Interfaced with Area Managers to meet team goals.

? Prepared reports to Senior Management and Financial Center Managers

detailing results of operations.

Citibank NA Chappaqua, NY

Personal Banker July 2006 to July 2008

? Develop and deepen relationships with businesses in the Bank at Work

program. Trained staff to identify opportunities. Increased sales

commitments to current clients. Identified and established new customers

to invest in bank instruments, stocks, bonds, mutual funds, IRA's, and

loan products utilizing proactive sales techniques.

? Customer follow up. Customer service as required.

? Organized Financial Seminars for Bank at Work Companies, featuring

Smith Barney and Woman & Co.

Premium Pontiac Buick GMC, et al New Rochelle, NY

Sales Consultant December 1994 to July 2006

? Inventory Management & Ordering, Purchasing, assist sales force as

needed.

National Studios Inc. Hartsdale, NY

Regional Sales Manager June 1993 to December 1994

? Hired, trained, motivated Sales Force & Administrative Staff.

Responsible for NYC, Lower NY and CT clients

Primerica Financial Services Middlebury, CT

Senior Vice President June 1986 to June 1993

? Hired, trained, motivated Sales Force & Administrative Staff. ?

Responsible for three offices in Connecticut.

Maxwell Communication Corp. Greenwich, CT

Sr. Business Analyst June 1986 to June 1988

? Coordinated Acquisition team, gathered pertinent information and

performed the Merger & Acquisition Analysis.

? Prepared Acquisition Reports including recommendation for Executive

Management.

? Built Acquisition Model.

? Maintained Capital Budget.

Keyes Fibre Company Norwalk, CT

Sr. Financial Analyst June 1984 to June 1986

? Strategic & Long Range Planning, Annual Budgets & Interim Forecasts.

? Maintained Capital Budget.

? Various Analysis (including. Capital appropriation, Budget, variance,

strike, plant shutdown, new product)

Beker Industries, Inc. Greenwich, CT

Sr. Financial Accountant June 1983 to June 1984

? Full Charge Accountant - Beker Shipping Company, General accounting,

Journal entries and Financial Statement Preparation

? Financial Reporting SEC, ERISA Annual & Quarterly Reports

Texaco, Inc. White Plains, NY

Sr. Financial Accountant June 1980 to June 1983

? Assistant-to-Assistant Comptroller Special Projects including

Acquisition Analysis and Restructuring of Reporting Subs.

? Accounting Research, Respond to FASB Pronouncements regarding Pension

Accounting.

? Financial Reporting SEC, ERISA Annual & Quarterly Reports

Education

Iona College New Rochelle, NY

MBA - Financial Management - Magna Cum Laude 1983

Iona College New Rochelle, NY

BBA - Accounting - Cum Laude 1980

American Management Association Courses

Presentation Skills, Advanced Spreadsheets, Strategic Planning and Time

Management

License

? Securities Licenses Series 6 and 63 and New York State Life and

Health Insurance Licensed

? Notary Public of the State of New York

Community

? Active member of the Westchester Emergency Volunteer Reserve and

Soldiers Angel

References: Available upon request

Contact this candidate