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Customer Service Sales

Location:
Lakewood, OH
Posted:
March 08, 2016

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Resume:

Terrance P. Doyle

**** ***** ***.

Lakewood, OH *4107

216-***-****

********.*****@*********.***

OBJECTIVE:

Seeking a challenging position where my extensive banking and business experience will be utilized. I have worked within the banking industry for 33 years, including branch management, treasury management, public funds and commercial real estate.

CAREER PROFILE:

Proven record of reliability, responsibility and attendance.

Resourceful problem solver.

Effectively manage employees.

Easily able to develop rapport with internal customers and external customers.

Quick and accurate typist with proficiency in Microsoft, Excel and Word.

Able to communicate effectively using both written and verbal communication.

Experience with training and orientation of new employees. PROFESSIONAL EXPERIENCE:

FirstMerit Bank N.A. – Banking Assistant for Public Funds, Treasury Management and Commercial Real Estate Cleveland, Ohio

6/2005-2/2015

Provided administrative support to the Senior VP of Public Funds, VP of Treasury Management Department and Senior Vice President of Commercial Real Estate.

Collaborated with the department employees of Public Funds, Treasury Management, and Commercial Real Estate. This included resolving client issues, identifying needs for additional sales, account opening, and maintenance of existing accounts.

Worked with department managers to provide weekly sales and productivity reports.

Created sales presentations and proposals to respond to request for proposals of banking services that were used by the Officers/VPs to take out to present to existing clients and potential clients.

Verified all documents and signatures for accuracy and compliance with the United States Patriot Act.

Managed opening, maintaining, and closing escrow accounts for the Ohio Turnpike and Infrastructure Commission totaling over two million dollars annually. Also, managed the opening, maintaining, and closing of escrow accounts for The Greater Cleveland Regional Transit Authority totaling over one million dollars annually.

FirstMerit Bank N.A. – Branch Manager

Greater Cleveland Area, various locations

3/1995-6/2005

Managed the operations of approximately twenty tellers including sales, quality customer service and training. I set daily goals for what was expected of the tellers and conducted weekly operations and sales meetings to my staff.

Maintained an acceptable turnover rate within bank standards.

Maintained the banks regulatory policies and procedures. Audited the teller’s cash vaults monthly and complied with all audit requirements.

Promoted the ideals of teamwork, ethics and time management to employees under my supervision.

Ensured that all branch facilities were clean and inviting to clients as they entered the branch. FirstMerit Bank N.A. – Assistant Branch Manager

1989-1995

Supervised teller and desk staff as delegated by the Branch Manager.

Approved loans for clients including completing the application and processing closing paperwork for signatures. I was able to approve loans up to five thousand dollars unsecured and up to twenty-five thousand unsecured.

Completed mortgage loan applications, calculated estimated closing costs, and sent paperwork to mortgage department for approval and completion of paperwork. Once completed the documents were sent back to me for signatures.

Identified customer needs to determine appropriate accounts to be opened. Advised on investment instruments, including opening Certificates of Deposits or referral to an investment specialist. FirstMerit Bank N.A. – Various positions from

1982-1989

I started my employment at FirstMerit Bank as a teller and was promoted to a teller trainer after approximately two years. From there, I was promoted to a commercial teller maintaining the commercial vault with approximately five hundred thousand dollars. I was then promoted to a sales/customer service position with my main responsibility being to open, close, and maintain customer deposit accounts. EDUCATION:

Cuyahoga Community College, Cleveland, Ohio

Associate in Applied Business Management, 1982

Lakewood High School, Lakewood, Ohio

High School Diploma, Business Major, 1979



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