James Harold Wilson, Jr.
*** ******* ****, *******, ***** Carolina 29687
Telephone: 864-***-**** / E-Mail: acehl8@r.postjobfree.com
Experienced Business/Banking Professional
seeking a challenging position utilizing strong skills in either of the
following areas:
Sales-Marketing / Management-Administration
Profile:
. Background encompasses extensive professional business experience
utilizing a strong work ethic, an attitude to "go the extra mile," and a
willingness to analyze and learn new information quickly to serve
customers and employers more effectively.
. Strengths: Proven leadership abilities (able to motivate personnel to
reach desired objectives); positive attitude - brings enthusiasm to
daily tasks; excellent communication skills (able to develop positive
relationships with individuals of all ages and backgrounds); self-
motivated; achievement-oriented; works well independently or in a team
environment; skilled at multi-tasking; highly responsible; dependable.
. Computer experience: Word; Excel; Windows; Internet; E-Mails.
Areas of Expertise:
? Business Consulting ? Financial
Analysis
? Retail Banking Management ?
Designing/Implementing Retail Growth Strategy
? HR Functions ?
Establishing Financial Profile Process
? Sales/Marketing ? Developing
New Clients
? Maintaining Existing Clients ? Cold
Calls/Prospecting
? Need Assessments ? Sales
Presentations
? Price Presentations/Negotiation ? Closing the
Sale
? Ensuring Customer Satisfaction ? Territory
Development and Management
? Bank Branch Management ?
Interviewing/Hiring
? Coaching/Staff Development ? Decision
Making
? Supervision ?
Performance Evaluations
? Marketing Strategy Development & ? Customer
Problem Solving
Implementation ? Production
Management
? Process Improvement ?
Developing/Implementing SPC Methods
? Designing/Implementing Internal and ? Training and
Coaching
External Referral Networks ? Financial
Profiling
Selected Accomplishments:
. Branch Manager (SC Telco Federal Credit Union): Averaged 140% of monthly
loan goal over 9 months.
. Manager of Retail Banking (First Savers Bank): Individually acquired
approximately $1 million in new deposit dollars; all of my branches met
total deposit and customer service goals for fiscal year 2008.
. Consumer/Business Loan Officer (First Savers Bank): Individually brought
in $1.2 million in loans
. Financial Center Manager (Wachovia Bank): Surpassed financial goals for
investments, deposits and customer service in 2004, 2005, 2006 & 2007;
surpassed financial goals for investments, deposits and loans for 2004;
received bonuses.
Education:
Bachelor of Science, Industrial Management (December 1987)
Clemson University - Clemson, SC
(Continued on next page)
Professional Experience:
? SC TELCO FEDERAL CREDIT UNION June 2013 to May
2014
Branch Manager
. Managed all aspects of credit union branch operations; responsible for
sales, marketing, employee training and compliance; took loan
applications and approved loans; coached, mentored and developed staff
members; maintained excellent customer service; motivated employees to
reach desired goals; exceeded member service and sales goals every month
of employment.
? CPM FEDERAL CREDIT UNION September 2012 to
June 2013
Branch Manager
. Managed all aspects of credit union branch operations; responsible for
sales, marketing, employee training and compliance; took loan
applications and approved loans; coached, mentored and developed staff
members; maintained excellent customer service; motivated employees to
reach desired goals.
? WELLS FARGO BANK January 2010 to
September 2012
Personal Banker II
. Maintained effective financial profiling and relationship building;
provided loan and deposit products and services to consumers and small
businesses while delivering world-class customer service; identified
high value mortgage, insurance and investment clients and referred them
to appropriate teammates; conducted team huddles weekly; coached and
developed teammates in identifying selling opportunities to new and
existing clients; made outside sales calls to prospects and clients as
needed; resolved customer service issues as need to client satisfaction.
? H&E EQUIPMENT SERVICES September 2009 to
December 2009
Territory Manager
. Rented and sold heavy construction equipment to contractors, government
agencies and individuals through effective needs analysis and
relationship building; made joint sales calls with other salesmen as
needed to facilitate business and to coach in sales development.
? STATE FARM INSURANCE March 2009 to August
2009
Insurance Sales Associate
. Provided suitable, multi-line insurance coverage for consumers and
businesses through effective insurance reviews and analysis, cold-
calling and relationship building; provided loans and credit to
consumers and small businesses; acquired SC Property and Casualty, and
Life Insurance Licenses.
? FIRST SAVERS BANK February 2008
to February 2009
Manager of Retail Banking/Vice President (04/08-02/09)
. Managed and led loan, deposit, investment and customer service efforts
for four (4) branches; designed and implemented retail growth strategy;
coached and developed four sales leaders weekly and monthly; established
financial profile process for sales leaders; designed referral process
between retail and commercial; responsible for all HR functions as well
as interviewing, hiring, evaluations, salary adjustments and
terminations (as necessary); made presentations to Board as needed;
performed individual sales activities; managed Augusta Road branch.
Consumer/Business Loan Officer/Vice President (2/08-4/08)
. Assisted consumers and small businesses in achieving their financial
goals by recommending credit
products; designed and implemented internal and external
referral networks; coached and trained
teammates on this concept; financial profiling, relationship
building, community involvement and cold calling;
individual lending cap was approximately $500,000 and total
annual goal was $10,000,000.
(Continued on back page)
Professional Experience:
? WACHOVIA BANK February 2000
to February 2008
Financial Center Manager (5/01-2/08)
. Managed all aspects of financial functions (branch management), ensuring
ongoing profitability and growth; surpassed financial center goals for
loans, investments, deposits and customer service measurement; developed
and implemented strategic marketing plans, team building, training and
coaching for the seven-member financial center team; interviewed and
hired personnel and conducted performance evaluations.
Financial Specialist (2/00-5/01)
. Sold investment products, retirement products, loans & banking products
to small businesses, consumers & institutions; developed/serviced
accounts through relationship building, cold calling and financial
profiling.
? UNITED RENTALS - AERIAL EQUIPMENT August 1999 to December
1999
Outside Sales Representative
. Rented/sold aerial equipment and forklifts to contractors, manufacturing
plants and government agencies; territory included 500+ accounts in
North and South Carolina; developed/serviced accounts through counseling
selling, relationship building cold calling and the Internet.
? SUNBELT RENTALS January 1999 to
August 1999
Outside Sales Representative
. Rented and sold heavy construction equipment and industrial equipment;
customers included all contractors, manufacturing plants and government
agencies; territory covered Northwestern South Carolina (500+ accounts);
developed new accounts and upgraded/grew existing accounts.
? HERTZ EQUIPMENT RENTAL CORPORATION October 1991 to
January 1999
Senior Sales Representative
. Leased/sold heavy construction equipment as well as industrial
equipment; customers included construction companies, manufacturing
plants, contractors and government agencies; planned and implemented key
marketing strategies to meet sales goals; territory consisted of 300+
accounts; supervised telemarketing program for inside sales team.
? MILLIKEN & COMPANY - JUDSON PLANT February 1988 to May
1991
Advanced Production Manager / Department Manager
. Responsible for meeting production requirements (package dye/beam dye
plant), process improvement, development and implementation of SPC
methods and department safety programs.
Part-Time Work History:
SC High School Football Official (Umpire) / Chain Crew for Clemson
University Football Team
Training:
. Situational Leadership I & II; Managing People I & II; Coaching for
Success I & II; Financial Foundations School; Client Centered Selling
School; Small Business Development School; Counselor Sales School;
Leadership School (managing Manager's School); Dale Carnegie Course
(Public Speaking & Human Relations)
Organizations / Activities:
. Greenville Chamber of Commerce; Greer Chamber of Commerce; Travelers
Rest Business Association; Director of Greenville Clemson Club