Manager Sales
Resume:
Daniel J. Casotti
Concord, NC 28027
********@*****.*** * Mobile: 704-***-****
https://www.linkedin.com/profile/view?id=104325532&trk=nav_responsive_tab_profile
Personal Summary:
Accomplished, highly motivated, goal-oriented professional possessing 5 years of advanced operational and technical expertise in business management, business development and financial reporting. Proven track record of exceeding established goals by providing leadership within business case development. Team player with a strong ability to partner with all lines of business to broaden and deepen relationships while providing impeccable client service. Self starter with natural and proven ability to identify and execute business needs in a high pressure environment with multiple competing responsibilities.
CHRONOLOGY
General Manager, Service Corporation International, Charlotte, NC 2012- Current
Responsibilities:
Manage daily operations of a cluster of four locations including sales production management, client service, hiring of staff and promoting a team atmosphere, total of 41 employees
Train staff on new and innovative products and services offered, while maintaining compliance and company standards
Promote and maintain a positive environment to promote team work, service excellence and personal growth
Exceed the location’s financial goals and marketing strategies while partnering with sales and marketing management
Manage daily corporate compliance practices and internal controls relating to external and internal audit testing
Provide market and upper management with financial statistics, forecasting strategies and budget planning and allocation
Assess and analyze business internal structure and recommend suggestions for improvement
Projects Managed:
Managed, facilitated and presented company-specific market products training by means of Webinar and work-flow diagrams
Managed and facilitated Achieving Service Excellence Training – Identification Policies and Procedures
Selected team member of Charlotte market SOX auditing team
Managed shared responsibility team for new pricing alignment to determine market competition
Managed local effort to train supervisors in corporate financial business planner tool
A.V.P. / Financial Center Manager-Bank Officer, First Citizens Bank and Trust, Charlotte, NC 2008 – 2012
Responsibilities:
Achieve bank growth and profitability goals by effectively managing retail and business banking relationships assigned to the branch in accordance with the Bank’s core values, business operations guidelines and the Bank’s prescribed sales process.
Manage operational integrity of the branch and ensure that branch operates within budget parameters.
Coach and train branch staff on the development of new customers and solicitation of business from existing and prospective customers to ensure that established financial goals are met and customers are served in a highly professional manner.
Develop and implement aggressive marketing plans to ensure that branch financial objectives are met. Interview, hire, train and motivate staff and conduct employee performance reviews.
Expand new and existing client base for growth and profitability with various sales and marketing techniques.
Deliver financial analysis for budgeting, market forecasts and financial reporting using Microsoft applications. Control and manage profitability and loss (P and L), profit contribution and asset/liability responsibility reports.
Projects Managed:
Selected by the manager of retail banking to manage, implement and train the local market with monthly Leads Distribution System due to excellent results achieved, 2010
Managed three consecutive quarterly projects, First citizens Bank client mystery shops, 2010
Facilitated and managed the implementation and development of First Citizens Bank retail client bank package plans, 2010
Technical Skills:
Proficient in Microsoft applications (Word, Outlook, Excel, Access and PowerPoint)
Proficient in multiple bank financial database systems, including mainframe and client-server systems
Proficient in general ledger financial systems, image archiving and multiple vendor software including Chex Systems, SharePoint and Salesforce.
Proficient in Infoport and Adhoc financial reporting tools
Proficient in Recruiting/HR software- iCims, Resumator
Core Skills:
Excellent presentation and public speaking ability within classroom and private settings utilizing visual modeling
Excellent communication, problem-solving and critical thinking skills
Outstanding creativity and strong analytical skills
Strong team-building, negotiation and decision-making skills
Education:
Bachelors of Arts, Biotechnology, Southern Connecticut State University, New Haven, CT- 3.85 G.P.A Associates in Health Science, New England Institute of Mortuary Science, Boston, MA - 3.80 G.P.A.
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