Customer Service Sales

Jessica Estill

Email: *********@********.***

Address: **** ** **** **., **** 401

City: Lighthouse Point

State: FL

Zip: 33064

Country: USA

Phone: 754-***-****

Skill Level: Experienced

Salary Range: $30,000

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

Jessica Estill

3000 NE 48th Court, Unit 103

Lighthouse Point, FL 33064

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

Phone: 754-***-****

SUMMARY:

PRIVATE BANKING ... RESIDENTIAL LENDING ... FINANCIAL SPECIALIST ...

CONSUMER BANK OFFICER, COLLEGE PLANNING

A highly qualified, results oriented, private banking relationship manager and financial

specialist with broad diversified experience in consumer banking, residential mortgage and

home equity lending and well versed in retirement planning. I have consistent achievements

as a top producer: increasing revenues,portfolios and profits through expertise in business

development, relationship building and exceptional service follow-up.

MAJOR ACCOMPLISHMENTS:

Consistently achieved sales and service goals over the last eight years of my career.

Received Best of the Best for Banking and Lending Sales Performance Quarterly Presidents

Award for 2004. Maintained loan portfolio of over 12 Million per year. Produced mortgages

and home equity loans in amounts of 1 Million or more monthly during up markets of real

estate. Brought in new bank deposits each month with annual total exceeding 15 Million for

2008. Created Retirement opportunities with vast knowledge in: IRA's, Annuities, SEPS's,

and mutual funds. Helped hand carve client portfolios enabling them to earn significant

profits. Maintained recurring client base for over years eight years and diligently worked

through inside and outside referrals to bring in new clients and was able to grow client base

each year successfully. Exceptional in customer service and follow up and turned a service

opportunity into a sales opportunity with natural ease.

EMPLOYMENT HISTORY:

January 2010 Wells Fargo Bank, N.A. Fort Lauderdale, FL

to Personal Banker II

March 2012

I opened deposit accounts for new and existing personal clients as well as business owners.

I helped people manage their finances as well as educate them on their finances and how to

grow their banking relationship. I also originated consumer loans: CD secured loans, Home

Equity lines and consumer mortgages. I also helped clients with retirement planning: I

opened IRA's, Roth IRA's, and I referred affluent clients to our local Financial Advisor for

investments such as annuities, mutual funds,stocks and bonds. Overall I have an extensive

Book of Business with existing clients and I also do a lot of networking and referral based

business to acquire new clients to the bank. I am extremely familiar with the aspects of

relationship banking and I have extensive experience in personal and business banking.

August 2009 123College.com Deerfield Beach, FL

to Scheduling Coordinator/Customer Service

January 2010

I am a scheduling coordinator and customer service representative for financial advisors and

certified college advisors all over the US. I work with Universities and High Schools all over

the country. I work with 123College's marketing and prospecting tool, it is a financial aid

needs analysis software program. We show Financial Advisors how to become certified

college planners and in turn show their clients how to maximize financial aid to get their

children into college. I coordinate the training of the financial advisors and help them to

obtain certification. Once they are certified, they become college affiliates, and I set them up

in high schools and universities to present seminars to the parents of college bound

students. We show them how to create the formulas for expected family contribution. I have

learned a lot about college planning and how to show parents to re-allocate their investments

in order for their children to obtain the most college aid and funding possible.

January 2009 Metlife Boca Raton, FL

to Financial Services Representative

July 2009

I was an inside/outside sales representative for Metropolitan Life Insurance Company. I

made outbound calls all day to set future appointments to meet with clients for a financial

consultation. While I was there I sold Metlife annuities, and Life Insurance. I went through

extensive training on Term life insurance, Universal Life Insurance and Whole LIfe

Insurance. I found it a great opportunity to learn detailed information on life insurance. I was

able to keep my securities licenses updated and able to make some great contacts in the

annuities and insurance industry.

October 2000 WACHOVIA BANK, N.A. FORT LAUDERDALE, FL

to Assistant Vice President, Relationship Manager, Financial Specialist

July 2008

Cultivate and manage new and existing client relationships of high net-worth individuals and

their related businesses. Develop sales plan for each relationship to provide an array of

services: investment management, estate planning, credit and personal banking products.

Continually expand referral network through contact with various internal business partners

and external financial intermediaries. Coordinate events/seminars for new business

development. The Book of Business I maintained at Wachovia contained 50 clients and was

valued at 50 Million.

June 1996 TOPSPEED CORPORATION POMPANO BEACH, FL

to Sales Executive, Account Manager

March 2000

Extensive sales presence in computer software. I worked with a recurring database of

clients who were computer programmers for database development tools. Maintained the

sales process of selling software upgrades in mass quantity to computer companies as well

as individuals. Aided and assisted in the setup of computer trade shows and helped market

our name brand software to grow in the United States as well as Internationally. I was

named Top Sales Producer several years in a row. Besides selling software products from

headquarters base, I was able to travel and handle outside sales presentations and grow

client base as well.

EDUCATION:

1994 Concorde Career Institute North Lauderdale, FL

Medical Assistant Degree Medicine, Administration

I received my Medical Assistant Degree. I learned hands on how to take care of patients.The

procedures I learned were: vitals, venipuncture, performing an EKG. I listened and talked to

patients empathetically and learned a lot about the human body makeup and how all of our

organs work . It was a very intriguing and life beneficial experience.

FAU BOCA RATON, FL

COMPUTER SKILLS COMPUTERS

Enrolled at Florida Atlantic University for courses in Microsoft Word, Microsoft Excel, and

Java based Internet training

CERTIFICATIONS:

LICENSES: Series 6, Series 63, Variable Life, Health and Annuity Insurance License

enabling me to sell insurance products. All of the above licenses were obtained working

through Wachovia Bank.

COMMUNITY INVOLVEMENT:

Pompano Beach Chamber of Commerce

PetSet Community Involvement

Young Professionals Orgs.

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