Sales Manager

J ARRAD J . D I M AGGIO

**** **** ******, # *** ****** Creek, CA 94596 C: 510-***-**** abnutw@r.postjobfree.com

BUSINESS DEVELOPMENT & SALES FOCUS

Sales Management Banking Policy & Operations Team Building

Highly focused and dedicated retail banking professional with expert proficiency in client relationship

management, business development, and credit execution. Comprehensive knowledge of complex financial

practices, banking policies, procedures, and best practice initiatives. Expert understanding of loan origination and

strategic planning. Regarded for natural leadership ability; communicate information in clear and easy-to-

understand terminology. Articulate presenter with strong interpersonal communication skills. Committed to

positive community impact and service. Additional strengths include:

Dependable, Loyal, Stable Self-Starter Team Collaboration & Leadership Skills

Client Retention & Relationship Management Interpersonal Communication Abilities

Accountability & Professional Integrity Multi-tasking Time Management

PROFESSIONAL EXPERIENCE

BANK OF AMERICA, Concord, CA

Financial Specialist, Assistant Vice President (2007-2009)

Expertly maintained and grew a book of 600 mass-affluent clients with a total book value in excess of $100 million.

Regarded by existing clients as a trusted advisor on complex financial questions. Persuaded prospective clients to

transfer investment and retirement assets held elsewhere to Bank of America. Detailed sales knowledge of personal

banking products including home mortgages, credit cards, home equity lines, and small business loans. Thrived in

consultative, needs-based selling processes in person or on the phone. Contributed to “Preferred Services”

initiative that partnered retail bank branches with complementary lines of business within the bank to expand

client product offerings and attract new customers. Led, trained, and coached a team of 20 credit professionals

responsible for customer production and client asset acquisition. Recognized as a top 10% performer (out of 75

eligible) across all sales criteria.

Improved credit team performance by 120% measured by new customer asset deposits and financial

products sales. Drove new revenue under the “Preferred Services” project by focusing heavily on cross-

selling initiatives.

Aggressively marketed the Bank of America brand, products, and value-added services to existing and

prospective clients. Responsible for maintaining regulatory compliance with all federal and state banking,

credit, and Financial Industry Regulatory Authority (FINRA) policies.

Delivered high-profile presentations pitching core investment solutions to address client saving needs.

Actively pursue operational improvement and leverage best practices and lessons learned to increase

divisional efficiency.

WELLS FARGO BANK, Concord, CA

Home Equity and Loan Origination Division

Manager, Licensed Banker (2002-2007)

Branch manager overseeing largest banking center in the East Bay with deposits of over $200 million. Minimized

human resource expense, enhanced overall staff accountability, and drove improving financial results. Led a staff

of 30 banking professionals including retail tellers, mortgage bankers, investment specialists, and operations

managers. Consistently met annual sales goals and client milestones originating $40 million in loans. Limited

branch turnover to less than 5% saving $6K annually per replacement hire. Increased local market share by 5-10%

with 20% of staff earning top regional performer distinction. Developed innovative teller screening and training

program to improve hire quality and retention. Promotion process later became implemented throughout the East

Bay region.

EDUCATION & ADDITIONAL INFORMATION

SAN FRANCISCO STATE UNIVERSITY – Bachelor of Science, Business Management, San Francisco, CA (2002)

Professional Licenses: FINRA Series 6 and 63. California State Health and Life Insurance Industry Certification.

Community Involvement: Chamber of Commerce (Livermore, CA), charitable fund-raisers, youth athletic coach.

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