Customer Service Sales
Resume:
Title:Christian Weissmann
********@***.***
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Name: Christian Weissmann
Address:
City: San Marcos
State: CA
Zip/Postal Code: 92069
Country:
E-mail: ********@***.***
Primary Phone: 858-***-****
Background
Career Level: Executive (SVP, VP, etc.)
Availability or Timeframe: Immediately
Authorized to work in the US: Yes
Security Clearance:
Do you have transportation: Yes
Over 18: Yes
Education: Some College
Languages Spoken:
Job Preferences
Desired Salary: Open
Willing to Relocate:
Desired Job Titles:
Desired Job Types: Contract, Employee
Work Status: Full Time
Desired Shifts:
Desired Travel: 75%
Category: Accounting, Banking/Finance, Corporate Relations/Communication, Customer
Service, Financial Planning/Services, General Management and Administration,
Military/Government, Operations, Project Management, Teaching/Training
Company Size:
Company Type:
Industry:
Resume
CHRISTIAN WEISSMANN
************@*****.***
SUMMARY
Highly accomplished financial professional with extensive and diverse experience in sales
and sales leadership with single and multi-site management. Recognized for exceptional
sales results and customer service with national financial services companies. Outstanding
analytical skills, proven team leadership, project management, and facilitation of
training and development programs. Demonstrated ability to plan strategies and building
high performance teams to meet and exceed market and company sales, service and
operational objectives.
. Team Leadership and Change Management Built and/or transformed several teams into
cohesive and productive business units. Successfully trained and motivated teams in three
financial institutions through merger activities and challenging economic conditions.
. Project and Training Management Experience managing several different projects within
my program management roles as well as all of my sales management positions. Created,
facilitated, and supervised training programs for new hires, supervisors and management
teams.
. Sales Management Lead many diversified teams to reach and exceed goals in sales,
service and operations. Strong talent selection, coaching, motivating and providing clear
communication, particularly around expectations. Consistently transformed traditional non-
performing teams into top producers in single and multi-site locations. Most recently
built and led a top 10% (sales and service results) business development team at Wachovia
Bank.
PROFESSIONAL EXPERIENCE
WACHOVIA BANK, a Wells Fargo Company, San Diego, CA 20042009Financial Sales Leader, Vice President
Overall management responsibility for hiring and leading a team of Licensed Financial
Specialists, Financial Center Managers, and business partners to exceed goals in the areas
of sales, customer service, operations and risk management.
. Ranked #2 (of 28) leader in the Western Banking Group for the February 2009 deposit
campaign.
. Ranked #5 (of 28) leader in the Western Banking Group for the January 2009 deposit
campaign.
. Ranked #1 (of 8) in December 2008 checking account campaign in the Tri-County Market.
. Ranked #3 (of 28) with 3 Big Board Awards for outstanding sales and service results May-
December 2008.
. Evaluated client profiles and coached team members, resulting in the cross-selling of a
variety of financial products, consistently exceeding sales goals.
. Audited team members' skills and abilities, determining their training and development
needs, and then implemented individualized sales development plans.
. Created scripting for referrals, Wachovia at Work off-sites, and partnership
development, which resulted in a more consistent and focused set of messages that received
excellent market response.
Service Leader, Assistant Vice President
Responsible for the organization of training, staffing, interdepartmental resources in
San Diego County throughout the Golden West merger. Overall management responsibility for
hiring and leading a team of Financial Center Managers, Licensed Financial Specialists,
and business partners to exceed goals in the areas of sales, customer service, operations
and risk management.
. Prestigiously selected by senior management to contribute to national Service Advisory
Board resulting in changes to compensation plans, job descriptions, customer service
delivery, and sales production company-wide.
. Ranked #2 (of 12) with 2 Big Board Awards for outstanding sales and service results
January
-April 2008.
. Recommended strategic initiatives, action plans and qualitative/quantitative goal
setting resulting in changes to coaching and evaluating team members throughout the San
Diego and Orange County markets.
. Evaluated operational capabilities and developed cost-effective resource management
solutions.
. Balanced human resource requirements to optimize staffing, efficiency and productivity
levels resulting in over 50% reduction in overtime and improving sales per FTE.
. Recognized by senior management for creative employee service awareness campaigns.
. Organized training, staffing, interdepartmental resources, while conducting group and
one on one coaching to lead San Diego county centers through conversion to Wachovia with
less than 10% employee turnover.
WORLD SAVINGS BANK
(Subsidiary of Wachovia Bank), La Jolla, CA 20042009Division Operations Coordinator, Assistant Vice President
Recruited to create, implement, facilitate and manage training and development programs
for management trainees and Insurance and Securities licensed bank employees. Directed
operational, recruiting and training initiatives for 20 Southern California branches and
195 employees.
. Developed new and advanced curriculum which augmented the existing basic training to
create comprehensive, advanced, and more effective curriculum.
CHRISTIAN WEISSMANN ************@*****.*** Page Two
. Created an advanced management training program for future leadership in three
counties. Several other regions added this training to their curriculum.
. Designed training program for licensed bank employees resulting in 37% annuity and
securities sales.
. Designed quantitative benchmarking processes utilizing phone and in person inspection,
coaching and market feedback resulting in improved customer service, investment and loan
production.
. Performance of new managers and supervisors through the new interview and training
development program were quicker to production and performed at higher levels in sales and
operations.
. Coordinated a new software rollout including scheduling, training resources, and
evaluating effectiveness for over 400 employees across two divisions.
Region Manager/District Manager, Assistant Vice President
Led teams of District and Branch Managers while exceeding goals around maintaining,
servicing and growing deposits, loans and investments for 10 Southern California branches.
Grew and coached a professional, high performance sales team, through recruitment,
motivation, retention, training and development.
. Developed a loan training program that resulted in a 53% growth in loan production over
previous year.
. Created a "Sales Call Night" and scripting program for loan and investment production
that was incorporated throughout World Savings.
. Awarded two quarterly Charter Club honors for outstanding sales performance and
recognized as #1 Regional Manager.
. Facilitated DM Boot Camp in Oakland headquarters for new District Managers.
Southern California Recruiter
Requested to collaboratively create new recruiting program. Developed phone screen and
interview process based on behavioral questions. Created new hire training program
implemented throughout organization.
. Developed and implemented personnel recruiting initiatives to optimize staffing
requirements while directly contributing to filling 47 open positions in three months.
Exceeded both diversity and retention goals.
CITIBANK, San Diego, CA 20032004Financial Center Manager
(Rancho Bernardo, CA and Carlsbad, CA)
Managed sales, customer retention, expense control, operations, risk management, and
personnel. Served as Supervisory Principal while maintaining investment sales compliance
standards.
. Increased financial center's 2003 profit margin by 31% over fiscal year 2002 through
developing and maintaining business banking relationships, improving fee collection
process, and reducing monthly expenses in overtime and supplies.
WORLD SAVINGS BANK, La Mesa and
Rancho San Diego, CA 20002003Branch Manager/Investment Representative
Managed sales, customer retention, expense control, operations, risk management, and
personnel.
. Achieved top 10% regional ranking and earned the President s Club Award for superior
sales, service, and operations management.
. 1 of 4 (out of 110) to receive 4 Eagle s Club honors for meeting or exceeding targets
in sales, customer service evaluations, labor, operations, and turnover.
. Selected by senior management to review and audit district wide branch financial
transactions which resulted in 100% of branches receiving a pass rating on internal
corporate audits
AMERICAN INCOME LIFE INSURANCE COMPANY, San Diego, CA 19982000Life Insurance Agent, Supervisor
Needs-based selling of traditional life insurance products to predominately union
supported employees.
EDUCATION
. University of Phoenix
Business Administration Accounting degree in progress.
Expected completion 2011
.
. California State University,
Northridge Accounting
PROFESSIONAL DEVELOPMENT
. Securities licenses Series 6, Series 63, and Series 26
. California Life Insurance License
. California Tax Education Council (CTEC) 2001-2005
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