Sales Customer Service
Resume:
Joseph L. DiGiovanni
** ******* ****** **** *****, NY 11561 (Tel: 516-***-**** ( Email:
******.*.**********@*****.***
SUMMARY OF QUALIFICATIONS
Providing Exceptional Service, Building Loyal Relationships, Solving
Problems, Increasing Sales
. Over fifteen years of experience sales and client service related
environment.
. Provide exceptional customer service, cultivate strong client
relationships to exceed sales goals and generate business
. Identify and actively listen to client needs to provide effective
solutions
. Competent with Microsoft Office (Word, Excel, PowerPoint), Sales force,
Customer Assist, Contact Manager databases
PROFESSIONAL EXPERIENCE
. ADT Security Systems, Melville, NY
April 2014- Present
Resale Sales Representative
o Present sales presentations and proposal to prospects in place
residence, identifying positive features and advantages of our
products and services over those of the competition
o Generate new business through company leads, referrals, networking
groups phone solicitation.
o Process work order and complete all paperwork in accordance with
approved and standardized procedures Sell products within assigned
territory, maintaining assigned sales quota and following
established guidelines
o Results: Finished #2 in Northeast Sales region in self-generated
sales. January 2015 had a 100% closing percentage.
. Combined Worksite Solutions, Long Beach, New York
Group Benefit Sales - Account Executive
July 2013 - January 2014
o Generated business to business appointments by outbound sales calls
o Solicited numerous businesses daily to educate employers about the
benefits of supplemental insurance
o Generated ten appointments to achieve two enrollments per week
o Deepened current relationships through on-going contact and customer
service
o Coordinated and managed the life cycle of a sale by: prospecting,
presentation, managing systems, case setup and enrollment.
. J.P. MORGAN CHASE BANK, New York
January 2002 - March 2012
Assistant VP Business Banker - Hewlett, NY
February 2011 - March 2012
o Acquired and deepened relationships with clients by acting as a trusted
advisor
o Consistently grew portfolio of new and existing clients through
prospecting and networking events
o Communicated effectively with key clients in order to provide
consistent quality service
o Partnered with payroll and merchant services to provide clients with
cash management products
o Coached and mentored five personal bankers on the branch team and
provided training on business products and services
o Certified and completed training in business lending in 2011
Results: Booked over 1.2 million in business lending 2011. Qualified
for business lending leaders club second quarter 2011.
Finished among the top of my team in sales production in 2011.
Small Business Specialist, Rockaway Park, NY
April 2010- February 2012
o Assigned portfolio of customers where I managed, grew and discovered
their financial needs and provided product recommendations.
o Partnered with specialists (such as Loan Officers, Business Bankers,
and Financial Advisors), to ensure customers received access to experts
who could assist with specialized financial needs.
o Acquired lead role in creating an outstanding customer branch
experience by meeting sales objectives which contributed to the success
of the firm.
Results: Consistently surpassed monthly sales goal by 48% and
was promoted to AVP of business banking.
Personal Banker, Hewlett, NY
August 2004- April 2010
o Acquired, retained and managed relationships with high net worth
clients.
o Generated growth in sales, marketing, promotion and referral of
products; balanced client portfolios by utilizing a proactive and
disciplined approach.
o Strategized with financial advisors, business bankers & mortgage
officers to reach quantitative sales goals.
Results: Increased deposit accounts by raising $5.8 million dollars in
outside balances. Recognized as a national achiever in
sales production in 2007, 2008, 2009. Ranked among top 5% among
personal bankers nationwide. Team ranked #1 among branches in our peer
group nationwide.
Financial Advisor Assistant - Hewlett, NY
January 2002 - April 2004
o Expanded book of business via research and collaboration with financial
advisor.
o Processed business transactions and trade executions.
o Responsible for maintaining office to adhere to strict compliance
standards of bank and regulators.
o Generated new prospects through phone solicitation and serviced
existing customers on a daily basis.
Results: Generated $3 million dollars of new assets under
management.
. Quick and Reilly/ Fleet Securities, New York, New York
Customer Service Representative
February 2001 - January 2002
o Provided a wide range of client services in a fast paced environment.
o Processed equity, option, mutual fund and bond orders in a timely
manner.
o Guaranteed prompt trade execution, using organizational management
strategies.
o Answered 50-100 inbound calls daily to provide premier customer
service to all clients.
EDUCATION
. SUNY @ Plattsburgh, Plattsburgh, New York
Mass Communications,
. Nassau Community College
Associates in Arts
LICENSING AND CERTIFCATIONS
NYS Life and Health Active
Series 7, Series 63 October 1998 - March 2012
Accomplishments
National Achiever for Sales Excellence 2007, 2008, 2009
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