Sales Services
Resume:
Joseph J. Cassa
Brooklyn, New York 11209
646-***-**** (cell)
718-***-**** (home)
June 2011 - Present
FNB - LLC
Managing Partner - Finance
Manage the financial operation for this company that buys;
rehabilitates; and sells homes to first time home buyers.
June, 2010 - May 2011
Sovereign Bank
Brooklyn, New York
Business Banker
Responsible for maintaining a long term client base. Also growing
revenue by bringing in new business clients. Oversee branch opening
and following established dual controlled procedures. Look at current
and potential clients financial needs and recommend products and
services to meet their overall banking needs. Focused on Commercial
Lending and growing the commercial loan portfolio of clients. Manage
all financial aspects of business client relationships. Additionally,
I have been involved in closing many loans in the $1million market.
October, 2007 - January, 2010
HSBC Bank
Brooklyn, New York
Business Banking Specialist/Banking Officer
Responsible for managing a long term client base, while growing
revenue with sales of new incremental products.
Executed a comprehensive and achievable strategic plan for target
client accounts. Focused on Commercial Lending and growing the
commercial loan portfolio of clients. Supervised and managed all
financial aspects of business client relationships. I have been
involved in closing many $1million loans while working for this
organization.
March, 2004 - October, 2007
J P Morgan Chase
Bronx, New York
Assistant Treasurer/Small Business Relationship Associate
Responsible for acquisition, retention and expansion of existing
customers by recommending appropriate products by profiling the
customers' financial needs which includes bank products, investments,
fixed annuities, home equities, mortgages and business products.
Build knowledge of all customers by in-depth profiling of the Small
Businesses. Understand the needs of the customers, recommend the
appropriate product/services/advice solutions. Responsible for
strengthening the customer's relationship with the Small Business Team
through appropriate introductions to product/solution partners.
Proactively solicits new Small Business clients through cultivation of
key referral resources. Ensured service needs of the customers were
met by handling requests directly and/or refer to appropriate service
channels.
July 1987 - December 2003
Washington Mutual Bank (Formerly Dime Savings Bank of New York)
Financial Consultant Associate
Responsible fro the development of prospects/leads by sending
literature to new accounts, calling Bank customers, approaching
customers in the Bank and explaining the services the Bank provided.
Follow up on prospects or leads by contacting customers and converted
the leads into sales for insurance or related financial services.
Review customers' existing policies and recommended changes, such as
beneficiary, mode of payment and type of insurance amount. Provide
banking personnel with information on financial services and products.
Assist policyholders' inquiries regarding the loan terms, payments,
etc. Ensured that the branch meets NASD and SEC regulations.
Responsible for outbound and inbound Telemarketing offering Mutual
Funds, Fixed and Variable Annuities and Equities. Received, entered
and monitored client security orders, providing quotes and market
information, performing trade comparisons, adjustments and
corresponded to customer inquiries. Conducted training sessions for
all Bank by Phone Call Center Telephone Representatives. Also worked
on Dime S/B Securities trading desk. Responsible for account
management and growth of client portfolio. Consulted and advised
clients of Dime S/B products and investment services, performed needs
analysis and developed diversified long term plans. Ensured FDIC
standards were met.
Education/Licenses
1980 - 1984 Brooklyn College - Economics and Finance Major
Registered Representative Licenses Series 7 and 63
Life and Health License
Advanced Credit Training
Cannon Training
Certified Environmental Inspector for Commercial Loans
Outside Interests
Volunteer - Board of Directors; Treasurer - Holy Angels Catholic
Academy
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