Sales Management

Lawrence J. Cooper

Education

University of Texas, Austin: 2004 – 2008

B.S.

Major: Management

Minor: Business Administration

***

Experience

Smart Financial Credit Union: 2013 – present (Houston, TX)

(Sr. Financial Service Specialist) *Northside Floater (travel to between 2-5 branches per week)

Developing member relationships (new and existing)

Analyzing creditworthiness of members

Credit advising

Asking high impact questions to uncover fact and value information from members

Listening attentively and communicating benefits of our products & services

Handling resistance and concerns by politely answering questions and explaining solutions

Produce monthly sales goals

Opening checking accounts and providing documents and information to assist member

Booking loans and balance transfers

Ensure we gain the member’s business by following up with callbacks and great service

Assist lending department in achieving their goals *(Doing all I can to maximize efficiency of the loan process )

Gathering documents and ensuring they have been signed/coded correctly

Communicating constantly with department specialists (and facilitating member contact with the lending department)

Checking their work when possible to correct any errors

Assist branch managers with daily operations of branches

Using my knowledge/experience of banking to answer teller or other employee questions

Completing daily opening/closing procedures

Ensuring various logs have been done and signed

On occasion (such as high branch traffic), assisting tellers with deposits

Greeting members and being a professional/friendly first point of contact

Woodforest National Bank: 2008 – 2013 (The Woodlands, TX)

(Personal Banker)

Opened both personal and business accounts

Filed new account documents

Performed tasks as assigned by manager

(Teller)

Daily management/balancing of cash drawer for processing transactions

Researched accounts and reviewed deposits, statements, cleared checks, etc.

Handled large cash deposits and change orders for our business customers

Ensured proper legal check writing requirements were followed

Calculated high volume deposits and matched with expected totals of customer

Audited various areas of the branch: vault, atm’s, cash drawer, daily work, logs

City of Austin Parks & Recreation: 2007 – 2008 (Austin, TX)

(Programs Specialist)

Scheduled year-round sports leagues with large number of teams, including postseason

Maintained a website with up-to-date league data and marketing information

Performed office administration and answered calls, greeted walk-ins, collected payments

Attended events and assisted with set up, take down, officiating, etc if needed

Accounted for league stats and recorded this information on our website (data entry)

***

YMCA: 2005 – 2006 (The Woodlands and Austin, TX)

(Camp and Afterschool Counselor)

Supervised activities of large groups of elementary age children

Communicated with parents about behaviors of children

Teamed with other counselors and kids for activities

For afterschool kids, ensured they spent time on homework

Acted as role model for kids and promoted YMCA values

***

The Woodlands Country Club: 2003 – 2004 (The Woodlands, TX)

(Pro-shop Attendant)

Greeted members as they came in to the shop and up to the front desk

Scheduled golf tee-times

Checked golfers in before round and ensured they were ready to go play

Kept the shop neat by hanging/folding clothes, straightening shoes, picking up trash, etc.

Occasionally would assist cart attendants by retrieving carts and cleaning them as well

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