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Customer Service Sales

Location:
Bethlehem, PA
Posted:
April 19, 2013

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Resume:

John Leidy

** ******* ****

Milford, NJ *****

908-***-****

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

Objective

Looking for an organization that can best utilize my problem solving

skills, sales acumen, managerial ability and attention to detail to help

the company achieve its business goals.

Summary of Qualifications

Dependable leader, excellent communication and management skills, strong

analytical skills and knowledge of the banking and insurance industry,

strong customer service and sales ability.

Experience

Leaver & Gonzalez

Client Service Representative

2011 to Present

?Responsible for new client acquisition, new client servicing,

marketing for the firm, training of appointment setters, completion of

estate tax returns.

Hudson City Savings Bank

Branch Manager

2008 to 2010

? Responsible for the opening of a new branch in Flemington, NJ with

seven employees. Ensured compliance with all applicable banking

regulations, provided strong customer service, trained employees in

different job responsibilities, performed all monthly and quarterly

reports. The Flemington Branch grew to over one hundred and ten million

dollars in deposits in a year and a half.

Wachovia Bank

Financial Specialist

2006 - 2008

? Opened new accounts, responsible for monthly/annual sales goals,

assisted customers with the purchase of investments, processed loan

applications, cross sold banking and investment products.

State Farm Insurance

Team Member

2004 - 2006

? Sold automobile, homeowners, and life insurance products. Assisted

agent in banking deposits and cross selling of bank products.

United Trust Bank

Branch Manager

2000 - 2004

? Responsible for the growth of the branch in deposits and

profitability, cross sales of investment and mortgage products, prepared

annual business plan for the branch, cross training of employees, ensure

compliance to banking rules and regulations.

Education

B.A., Accounting 2010

Ashford University



Contact this candidate