Service and Sales Manager

DANIEL HARMON

**** ******* **. ******, ** *****

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

303-

***-****

SUMMARY

Sales and operations professional with over six years of experience working

with customers to help them achieve their financial needs. Proven abilities

to manage a team of employees, while improving operational efficiencies and

reducing costs. Customer focused with strong communication skills and

relationship building skills.

CAREER HISTORY

Public Service Credit Union Lakewood, CO 2012-2014

Service and Sales Manager

. Responsible for the management of the second largest branch in the

company, averaging 15,000 transactions per month and upwards of 100

loans per month.

. Directed operations and maintained compliance to adhere to Federal

Regulations.

. Effectively managed 12 employees.

. Utilized sales practices to achieve goals set by executive management.

. Maintained reports and spreadsheets through Excel, Symitar and

Synapsis to track goals and metrics.

. Coached and developed employees to help reach goals as well to help

them achieve their own professional development.

BBVA Compass Bank Arvada, CO 2010-2012

Financial Sales Advisor

. Obtained Series 6 and 63 investment licenses and advised customers on

investment decisions.

. Developed and nurtured relationships with centers of influence in the

community through outbound sales calls.

. Originated and closed all types of consumer loans including first and

second mortgages.

. Received the BBVA Compass Pinnacle award by being one of the top three

performers in the western region.

Bank of the West Aurora, CO 2008-

2010

Financial Services Officer

. Worked with new and existing customers to open and maintain various

types of financial products.

. Submitted, documented and closed various types of consumer loans.

. Achieved branch goals through cross selling of products as well as

telemarketing with new and existing customers.

. Performed supervisory duties such as opening and closing procedures,

teller overrides, and conducted sales meetings.

OTD Cyclesports of Denver Denver, CO 2007-2008

Accessories Department Manager

. Responsible for management of the Accessories Department, including

managing two employees and overseeing day-to-day Accessory Department

activity.

. In charge of ordering and receiving all items related to the

Accessories Department.

. In charge of maintaining inventory of Accessories Department.

. Interacting extensively with customers and public, including taking

orders, creating invoices, and reconciling bills.

Excel Motorcycles and Watercraft Denver, CO 2006-2007

Accessories Department Manager

Erico Motorsports Denver, CO 2003-2006

Service Manager

EDUCATION

Regis University Denver, CO 1997-2008

. Bachelors of Science (B.S.) degree from Regis University in Computer

Science.

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