Sales Manager
Resume:
Catherine Barbier
Email: abpegd@r.postjobfree.com
Address: *** ******* ***** **.
City: Ringwood
State: NJ
Zip: 07456
Country: USA
Phone: 201-***-****
Skill Level: Management
Salary Range: $60,000
Primary Skills/Experience:
See Resume
Educational Background:
See Resume
Job History / Details:
Catherine Barbier
450 Skyline Lakes Dr. Ringwood, NJ 07456 Tel: 201-***-**** email: abpegd@r.postjobfree.com
Professional Profile
As a detail and results-oriented Financial Consultant with solid experience, I am in search of a career that provides integrative banking and financial solutions for retail and commercial customers, through sale of deposit, loan, insurance, and investment products. I welcome a challenging position within the domestic or international banking
and financial services arenas, while utilizing my experience and knowledge for career growth.
Skills Highlights
Client account management Team training and mentoring
Strategic relationship building Creative problem solving through analysis
Excellent communication skills Strong work ethic
Core Accomplishments
Customer Focus
Identified and recommended additional cross-sell resulting in excess of $3.5 million dollars.
Periodic reviews with clients at least 2 x per year resulting in additional revenue and referrals.
Sales Production
Developed and grew a scratch book of business in excess of $22 million dollars within 4.5 years.
Plan and execute promotional marketing events for prospects and customers.
Successfully network with Attorneys and CPAs, resulted in a 14% increase in sales.
Training
Trained and collaborated with Branch Managers, to prepare strategies for multiple target markets.
Train Branch Managers and staffs for sales opportunity identification and product knowledge.
Recent Professional Experience
LAKELAND BANK 2007 to 2012
Financial Consultant
Closely monitor and maintain over 165 client portfolios through client contact management system, appointments, and quarterly newsletter.
Conduct Financial Needs Analyses, and make appropriate recommendations to clients, including identification of cross-sells across business units.
Train branch staff within the footprint to identify sales opportunities and schedule appointments.
Participate with and support Branch Managers and Business Bankers with regional sales campaigns.
Planned, conducted and participated in regional community estate and wealth building seminars.
PNC BANK 2006 to 2007
Relationship Manager Private Client Group
Performed consultative selling and prospecting to help grow deposit, loan, investment and merchant service relationships within my book of business, while soliciting new prospects and customers.
Worked with Financial Advisor and Wealth Management team to promote and cross-sell investment products through relationship management referrals.
Trained Branch staff to identify prospects for appointments.
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Financial Services Prior Career History
2005 to 2006 Independence Community Bank, Essex National Securities
Financial Consultant (acquired by Sovereign Bank)
2004 to 2005 Sovereign Bank, IFMG Securities
Financial Consultant (acquired Independence Community Bank)
2003 to 2004 Wachovia Bank, Wachovia Securities (acquired First Union Bank)
Financial Services Representative
2001 to 2003 First Union Bank, First Union Securities (acquired by Wachovia Bank)
Financial Specialist
1998 to 2001 Met Life Financial Services
Account Representative
1978 to 1998 Marketing Manager Product Development for
Various Companies
Licensure/Certifications
Insurance Licenses: New Jersey Life and Health Insurance
FINRA/NASD: Series 6
SEC: Series 63
Computer Knowledge
Windows, DOS, Lotus, Microsoft Office, Word, Excel, Power point, Access, Skype, Internet, Intranet
Language Proficiency
Italian and Spanish fluency
Conversational French
Education
B.S. Management Mercy College, Dobbs Ferry, NY
Personal Interests
Travel, Tennis, Volunteer work, Antiquing, Rock hounding, Gardening
References available upon request
Contact this candidate