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Sales Customer Service

Location:
Woodbridge, CA
Posted:
October 05, 2015

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Resume:

Edward L. Jones

**** *** ***** *****

Dumfries, VA 22026

acryw4@r.postjobfree.com

Mobile: 703-***-****

Telephone: 703-***-****

PROFESSIONAL EXPERIENCE:

*/**** – Present

Wells Fargo Bank N.A. (S.A.F.E. Registration ID: 617743)

Prince William County/Alexandria Market

Vice President/Community Banking District Sales Manager V

Currently oversees 19 stores

Met and exceeded annual sales goals, top 10 performer in the Mid-Atlantic Region, awarded Small Business Advocate for work with local small businesses and various other vendors.

Resolved a variety of complex client issues and reconstruction of accounts to maintain customer relationships efficiently.

Conducted audits within branch to ensure compliance with all risk management policies.

Analyzed individual and wholesale clients to enhance customer relationship and meet individual needs.

Grew local referral bases by 40% in first quarter via calling and face to face visits

Managed accounts in excess of $1.5 million in annual revenue, including lending in excess of $500,000.

Managed team of 4 Business Bankers tasked with community and small business outreach, resulting in a 33% in small business acquisition over previous year for each district.

Personally booked $15M in business loans and over $30M in deposit accounts from January to August 2015.

Managed and grew book of business by 50% to 150 high value business clients with annual sales of $1 to $5 million.

Surpassed annual sales goal of $1M in treasury management referral products in just four months.

Delivered exceptional customer service..

Recognized consistently with WOW! and other awards from peers and managers to highlight dedication and performance.

Consistently generated an average of 125% or more of loan goals.

Actively promoted and sold bank products and services with a focus on building new and maintaining existing consumer and business relationships, resulting in an increased customer base.

Relentlessly maintained a robust database of prospects through cold calling, networking with business owners, and working closely with internal departments, resulting in achieved set goals.

Accurately analyzed customer financial information and recommended products to best serve customer and company's needs.

Achieved Market Top Banker award in 2008, 2009, 2010, 2012, 2013, 2014.

Attained 215% of loan goal in second quarter of 2015.

Engaged customers to gain understanding of customer needs and identify cross sell opportunities that increased company's profitability.

Responsible for seeking opportunities to develop customer relationships and selling bank products to potential customers, particularly in deposit products.

Responsible for consumer and business clientele at 19 stores/branches, including consumer and business retention and development, relationship management, credit,

money management, and technology leveraging.

Established referral sources with centers of influence through targeted networking and relationship building.

Grew business customer deposits by approximately 30% the first quarter of 2015.

Recognized as Top Banker in Performance multiple quarters and years.

Increased sales potential by formulating suggestions to place current promotions and offers at each teller station to have the materials readily available to present to clients when approach

Consistently exceeded monthly sales goals while providing the highest level of customers service

Won “Top 10% in Sales” Banker award on the national stage for bank.

Received various letters of recognition by clients, peers, and colleagues

Develop business relationships with affluent clients. Recommend banking products and private banking deposit.

Collaborate with partners regarding development and implementation of cross-selling initiatives. Build strong rapport with both potential and existing clients.

Assisted walk-in banking customers with financial transactions.

Educate customers on the benefits of new products and account programs. I recently received the role of "Subject Matter Expert" due to my leadership skills and also for my high performance in Sales.

Known as team captain among my peers as I advise them in product knowledge.

Improve client retention and increase book of business revenue growth by 20% or more against target.

Coach and develop team members on all aspects of successful new customer acquisition, relationship management through deepening and retention of key clients.

Have mentored numerous bankers, most of whom were promoted based on individual performance.

Provide on-going training to tellers, personal bankers, small business specialists, and Store Managers.

Effectively acquired, managed and grew profitable account relationships with an extensive percentage of moderately complex and medium sized business customers that have annual gross sales of generally more than $2MM and less than $20MM

Fully support and adhere to the Wells Fargo’s audit and compliance policies and procedures to minimize our regulatory and financial risk; including communicating and upholding the protocols for new account documentation.

Accountable for the execution of the sales delivery model to achieve targeted performance and growth of the Wells Fargo Bank Small Business segment in my districts.

Partners with the Stores, Client Development Group, Customer Contact Center, Merchant, Business Banking and other business Partners leadership to deliver an integrated and seamless Wells Fargo experience for these clients.

WOW Service Level Responsibility

Maintained an individual sales goal

**Currently hitting all Performance Areas for Store and District and have each quarter since being employed with Wells Fargo/Wachovia Bank.**

**Award of Excellence Recipient each year while employed**

*** Received Numerous Awards while employed for Wells Fargo/Wachovia**

***S.T.A.R Employee and Shared Success Recipient

5/1990 – 3/1999

ISI Communications, Inc.

Washington DC

Director of Sales and Marketing

AFFILIATIONS:

09/1990 – Present Prince Hall Masonry - Member

11/2002 – Present Notary Public – Commonwealth of Virginia

02/2001 – Present United States Naval Institute; member

11/1998 - Present Certified T.I.P.S Trainer #23229

01/1995 - Present Prince William County Finance Committee; Chairman

EDUCATION:

Bachelor of Science in Psychology

Minor in Human Resource Management

Old Dominion University Norfolk, VA

Excellent References Available upon Request



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