Customer Service Sales

DARREN DURYEA

**** ** **** *****, *****, Fl ***** H: 407-***-**** *********@****.***

PROFESSIONAL SUMMARY

A results oriented, logical, and resourceful manager with keen insight into client relations, offering 14 years of

experience in developing strategies and collaborating with high performance teams to enhance sales and

operations. Adept at cultivating partnerships and building lasting relationships.

SKILLS

Extremely organized Experienced mentor Excellent work ethic

FINRA Series 7, 63, & 24 licensed Strong problem-

solving capabilities Professional communicator Exceptional sales skills

Energetic and proactive Experienced team leader and

team builder Top PerformerStrong interpersonal skills

WORK HISTORY

Branch Manager, 0 8/2004 to 0 7/2014

Ocala, FL

Branch Office Manager, Principle, 0 8/2004 to 0 7/2014

Scottrade Financial Services – Ocala, FL

Managed all aspects of branch office, including financial performance, customer satisfaction, and adherence to

company policies and procedures. Drove performance of branch to rank 1st out of 25 regional branches in

Southeast US, in terms of assets gathered per licensed associate in branch (as of July 2014), with a total of $325

million in assets under branch management.Managed team of 3 licensed associates, 2 Interns, and multiple

Financial Office assistants; training each associate for progression within their roles and where talent found,

help promote to higher level positions. Coached Investment Consultants through company-wide change to

c onsultative sales process, including implementation of Sales Key Dialogue Model, time-management skills,

and motivation through goals tracking. Developed and maintained business relationships with clients,

including resolution of issues andaccount negotiations for retention and asset-gathering. Held twice-monthly

branch seminars for current and prospective clients, covering topics such as Order

Types, Basic Options Strategies, Principles of Portfolio Management. Maintained customer service score of at

least 9 out of 10 for 2 consecutive years, measured quarterly through online customer service surveys. Managed

a total of 3 different branches and planned and choreographed opening of a brand new office for the firm in Ocala

FL.

Investment Consultant, 0 8/2002 to 0 7/2004

Scottrade Financial Services – Winter Park, FL

Honed customer service and sales skills while strengthening relationship with client base through proactive

account and lead follow-up.Conducted value-added conversations with clients to uncover investment needs

and to recommend relevant products.

Provided exceptional service to clients while driving revenue opportunities for the firm. Assisted clients with

proper documentation requirements for opening, funding, and transferring ofcomplex account types, including

Inherited IRA, Estate, LLC, LP, and Corporate accounts. Executed trades, provided stock quotes, and

communicated stock market and company specific news to

c lients. Educated clients on order types and stock market basics, including day-trading rules. Calculated and

communicated margin account buying power and information to clients.

Intern, 1 2/1999 to 0 7/2002

Scottrade Financial Services – Winter Park, FL

Developed knowledge about discount brokerage industry while building rapport with new and

e xistingclients. Assisted licensed associates in maintaining an efficient branch with emphasis on personalized

customer service.Guided clients through account opening process, access and navigation of Scottrade website,

and becoming familiar with Scottrade's basic products and services.

Took initiative to establish work processes for branch to facilitate common tasks, such as submittingcheck and

wire requests, while reducing errors.Created Microsoft PowerPoint visuals for clients unfamiliar with the

Internet as an educational tool for accessing and navigating Scottrade's online trading website. Designed

Microsoft Excel spreadsheets for Branch Manager to track branch progress and to identify opportunities for

sales contacts.Maintained friendly and professional client interactions at all times.

EDUCATION

Bachelor of Science : Business Administration, Major in Finance, May 2002

University of Central Florida - O rlando, Florida

Associate of Arts : B usiness Administration, May 1998 College of Central Florida - Ocala, Florida

Licensure and Certification Series 7, 63, 24 :

ACCOMPLISHMENTS

Winner of Multiple Branch of Excellence Awards given to top 10 percentile for performance and

customerservice.Consistently in top 5 percentile for individual production.

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