Manager Sales

Carl Eason, Jr.

***** **** ****** *** ( Upper Marlboro, MD 20772

Home: 240-***-****; Mobile: 240-***-**** ( *********@*****.***

Branch Manager & Relationship Management Professional

A results-oriented Branch Manager with more than 20 years' experience

combining financial services, consulting, and staff management expertise to

streamline processes and build and guide strong teams capable of

cultivating relationships and ensuring client satisfaction. Possesses solid

banking, pension, investment and insurance sales skills.

AREAS OF EXPERTISE

Relationship Building Staff Development & Evaluation Sales Strategies

Staff Supervision & Coaching Customer & Client Relations Analytical Thinking

Investment & Insurance Sales Regulations Compliance Cross-Selling

Pensions Management Financial & Retirement Planning Service & Administration

PROFESSIONAL EXPERIENCE

CITIBANK, Washington, DC

Branch Manager, Capitol Hill Branch (2004 - Present)

. Oversee Citibank's $80M Capitol Hill Branch and exceeded 2014 growth

targets in acquisition, balances and lending by developing and

executing sales, relationship, and credit strategies aligned with

business targets.

. Exceeded expectations by performing at 155% for consumer balance

target, and 115% of commercial loan target

. Support staff development by setting clear and measureable goals,

conducting coaching and performance evaluations, encouraging

accountability and teamwork, and providing ongoing feedback.

. Ensure safety and security of customer and bank assets by adhering to

legal, corporate and regulatory policies and procedures, conducting

regular reviews to ensure staff compliance with operational controls,

and investigating controllable losses among staff.

. Increase portfolio growth by identifying cross-selling opportunities,

and providing relationship-building and client acquisition coaching.

. Boost sales by driving production goals with target clients and

outbound sales activities, including building referral network with

internal partners and external contacts.

TIAA-CREF, New York, NY & Boston, MA

Consultant (1991 - 2002)

. Provided consulting services and managed client base of over $5MM by

servicing more than 75 customers in Massachusetts and Rhode Island,

including Boston Medical Center, Children's Hospital, University of

Rhode Island, Providence College and Brown University.

. Exceeded corporate goals by increasing new business premiums 20% and

reducing external transfers to less than 1.25% of total assets.

EDUCATION

Bachelor of Arts, Business Management & Economics, North Carolina State

University

NASD Licenses: Series 6, 26 & 63

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