Sales Manager

Vice President – Group Sales Manager/Branch Manager

Vice President – Branch Manager/Sales Manager

Financial Advisor

Experience

Profile

Vice President

J. Scott Trice

*** ****** *****, *******, Connecticut 060**-***-*** 4823 – *******@*********.***

Skilled executive with extensive background in sales management and thorough knowledge of financial operations,

commercial and consumer banking. Experienced in developing and implementing sales and service programs. Self

motivated: an energetic, detailed oriented individual with a record of setting specific goals and working with intensity to

achieve them.

Rockville Bank, Manchester, Connecticut

2009 – 2013

Responsible for the administration and efficient daily operation of a De Novo branch office; including operations, lending,

product sales, customer service, security and safety in accordance with the Bank's policy and procedures. Developed new

deposit and loan business; provide a superior level of customer relations and promoted the sales and service culture through

coaching, guidance and staff motivation; achieved individual and branch sales goals through new business sales, referrals

and retention of account relationships. Participate in community affairs to increase the Bank's visibility and to enhance new

and existing business opportunities.

North Main Office ranked #1 in 2010

Prudential Financial, South Windsor, Connecticut

2009

Cultivated a client base through target marketing, sales and service action plans. Assessed client’s financial circumstances

and objectives. Based on needs and desires develop an individualized investment strategy utilizing investment vehicles

including mutual funds, stocks, bonds, IRA’s, credit, insurance and estate planning. Built client relationships with a

personalized hand on approach. Series 6, 63 and Connecticut L & H licensed.

The Connecticut Bank and Trust, Hartford, Connecticut

2006 – 2008

Worked directly with Executive Management developing yearly company sales goals and branch sales goals. Work with all

branch managers on sales plans. Manage all daily operations, implementing and maintaining policies and procedures,

ensuring compliance with federal and state banking regulations. Manage the daily sales and service; coaching and training

associates to ensure all sales goals are met and exceeded.

AmSouth Bank, Tampa, Florida

2005 – 2006

Manage the weekly, monthly, quarterly and annual sales goals of a group of branches. Responsible for the mentoring and

coaching of branch managers and their teams to attain branch and individual objectives. Responsible for recruiting, selecting

and developing a diverse team of managers and assistant managers. Perform quarterly and annual performance reviews

and ongoing performance management as warranted. Evaluate the overall effectiveness of branches trough analysis of daily

sales reports, customer favorability reports, operational scorecard and onsite visits. Create and implement action plans for

improving overall sales and service for a group of branches.

References

Community Involvement

Vice President – Branch Manager/Southern New England Market Administrator

Bank of America/Fleet Bank, Hartford, Connecticut

1991 – 2005

Manage all functions of a one hundred and sixty million dollar Banking Center. Lead a

team of eighteen associates to attain sales and service objectives through coaching and

mentoring. Developed relationships with business partners to drive sales and customer

service scores. Achievements include increasing the total deposit base by twenty four

million dollars.

Direct report to Consumer Market Manager. Created program to track daily, weekly

monthly, quarterly and annual sales results and operational soundness. Managed budget

for a market of 114 branches. Developed and implemented action plans with District

Managers and Market Manager. Lead market initiatives and managed key processes

assigned by Market Manager and Connecticut President.

Greater Manchester Chamber of Commerce, M.A.R.C of Manchester (Board Member), Tolland Youth Football (Board

Member), Conserving Tolland & Joshua’s Trust, Member

References are available on request.

Scott Trice

860-***-**** *******@*********.***

108 Sharon Dr. Tolland, CT 06084

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