Manager Sales

PROFESSIONAL SUMMARY

SKILLS

WORK HISTORY

DANIEL EMMONS

Lake Stevens, WA 98258 C: 206-***-**** ***************@*****.*** Accomplished Licensed Branch Manager who is experienced with investments, sales goals, staff management, while providing the utmost care in client relations. Expert in financial analysis, financial planning

and investments.

Financial modeling

Customer-oriented

Strong customer relations

Private client coverage

Budgeting and financial management

Account management specialist

Financial reporting and analysis

Computer, MS Office expert

Extensive knowledge of SEC regulations

05/2014

Branch Manager

Key Bank, Corp. - Woodinville, WA

Manages branch Book of Business $56,000,000 total balances. $9,000,000+ in investable asset growth YTD 2017. Book of business consists of small business owners both retail and wholesale such as doctors, dentists, attorneys, breweries, manufacturing shops, restaurants, etc... Consistently meets and exceeds investment goal. Roughly $25k+ in revenue per qtr. 129.89% YTD 06/20/2017

Manages a branch team consisting of 2 Tellers and 2 Personal Bankers. Including managing additional branches when required and utilizing lines of business partners; Investment Banking, Mortgage, Treasury Management and Private Banking.

Increased overall annual sales by incorporating several quality process improvements within the branch.

Originated, reviewed, processed, closed and administered client investment trades and loan proposals.

Developed and maintains relationships with over 10+ local real estate agents and mortgage brokers

(Multiple COI's).

Received Signature Circle, Top performer, Elite Excellence award, and Outstanding Team Player Award. Branch 1st Quarter 2017 Quartile 1 in production. 09/2013

Licensed Relationship Manager

Key Bank Corp - Kirkland, WA

As a Licensed Relationship Manager, I reported to the Branch Manager and was responsible for acquiring new consumer, small business, investment clients and was assigned to expand relationships with existing clients.

Served as a proactive member of the retail branch team by being an initial sales and service contact for new and existing clients.

Effectively managed an existing clients/book of business to support the retention and growth of profitable client relationships through sales of deposit, loan and investment products (with appropriate licensing).

Developed a comprehensive understanding of client needs by using the Client Experience (CE) Desktop technology to analyze client financial and personal data to cross sell products and services. EDUCATION

ADDITIONAL INFORMATION

Signature Circle 2013 Top Personal Banker/Licensed Relationship Manager. Licensed Relationship Manager University Certificate of Completion 10/2013. VITA/TCE Certification: Volunteer Standards of Conduct (VSOC) 02/07/2013. 04/2012

Personal Banker

Key Bank, Corp - Redmond, WA

As a Personal Banker I effectively managed clients/book of business by identifying products and services to meet client needs and/or referred to appropriates sales professionals in Retail, Investment Services, Mortgage or Business Banking.

Maintained an awareness of competitors' strengths/weakness and product offerings/pricing. Met or exceeded established sales, cross-sell and referral goals. Participated in and assisted with the coordination of branch promotions by creating and/or organizing campaign material.

Key Appreciation: Outstanding Performance 09/26/2012. August 2012 WOW Winner Recognition. Seattle Cascades District Success Award 2012.

10/2010

Teller

Key Bank, Corp - Redmond, WA

Top Teller Award 176% teller referrals 2011.

Reported to the Branch Manager or to the Operations Leader and was the initial contact for clients. Performed as an important member of the branch that assisted with new and existing clients of the bank with account transactions and uncovered sales opportunities. Acted as a resource in identifying and resolving client servicing issues. As a Teller and an extension of the sales team and through conversations with the clients, I uncovered financial needs, communicated product/promotional opportunities and referred clients to the branch relationship management team.

08/2010

MBA: Management

American InterContinental University - Miami, FL

Summa Cum Laude Academic Achievement Award

09/2009

BBA: Management

American InterContinental University - Miami, FL

Magna Cum Laude Academic Achievement Award

Learn and Earn Certified Financial Educator 10/10/2012 Notary Public Appointment WA: Cert/Lic No. 159589

Current Job Information Title: Branch Manager

Consumer Franchise Banking Hire: 09-27-2010 Supervisor: Darcy Burns Jelcz Current Location: 14040 NE Woodinville Duvall Rd, Woodinville, WA 98258 License: Series 63 License Date Issued: 08-24-2013 License Series 6 License Date Issued: 05-18-2013

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