Sara Tegan

*** ****** **, ******** ******* NY ***98 914-***-**** acxy8j@r.postjobfree.com

Profile

Accomplished, results-oriented bilingual (Spanish) professional with outstanding problem solving and analytical skills, and solid professional and entrepreneurial experience.

Demonstrated ability to multi-task and work in a fast paced environment.

Proficient in Microsoft Office, MS Word, Excel, Power Point, Outlook, Internet Explorer.

Experience

Licensed Personal Banker

Citibank Mohegan Lake, NY 2012-Present

Manages a premier/excellent household customer portfolio.

Profiling customers to determine their needs, then cross-selling appropriate products and services and/or referring customer to partners.

Provides broad base of services, including deposit-based, credit, investment and fee-based products, with the goal of acquiring 100% of the customers’ business.

Develops and maintains relationships with Citibank partners to maximize sales opportunities and achieve outstanding sales standards.

Proactively makes outbound sales calls to inform customers about a wide variety of financial services solutions that will meet their needs and deepen the customer experience and relationship.

Maintained top performer status in productivity on a consistent basis, as well as

in service scores provided by customer surveys.

Licensed Personal Banker

J.P. Morgan Chase Yonkers, NY 2010-2012

Provide a full range of banking services to individual and business customers,

emphasizing personal financial counseling and customer service.

Achieved personal production goals by expanding existing relationships and

acquiring new relationships, utilizing effective behaviors, calling techniques

and leveraging bank products and services.

Maximize the depth and profitability of the customer’s relationship by partnering

with sales specialists in retail Lending, Investments and other product areas to ensure

an outstanding customer experience.

Cross sell consumer and business deposit products that assist in retaining and

expanding the relationship with new and existing clients.

Discover opportunities to up sell deposit, lending or investment products.

Resolve customer complaints/issues promptly and effectively.

Proactively meet with customers face to face and over the phone to discover their

financial needs and provide product and service recommendations.

Develop strategies to grow the client base and implement appropriate sales plans to

target prospective customers.

Sales Account Executive

Capital Market Services CMSFX New York, NY 2006-2007

Established and maintained new and existing individual and corporate forex

accounts.

Achieved an 85% increase in account sales.

Initiated and developed marketing strategies especially designed for Hispanic

market worldwide.

Assisted Sales Manager in developing effective marketing strategies and programs for

potential brokers.

Translated all information contained in company’s website and all communications

to Spanish, Italian and Portuguese.

Purchasing Assistant

Foundation Malecon 2000/ City Building Administration

Guayaquil, Ecuador 2003-2005

Cut supply costs by 15% by initiating a cost/materials containment plan for construction

materials.

Reduced overhead costs by 15% by negotiating new maintenance contracts for

office equipment.

Decreased budget assigned for monthly purchases by negotiating target discounts

of 25% on prices with vendors.

Responsible for bid analysis activities.

Imported construction materials for new city building projects from US and of Europe.

Set and maintained stock level for all construction materials obtained.

General Manager - Owner

Ingeleg Cia. Ltda. Guayaquil, Ecuador 1998-2003

Sold digital phone and data system equipment.

Recruited, screened and interviewed job candidates.

Monitored and distributed workload assignments and managed installation teams.

Supervised and trained temporary employees.

Coordinated daily operations and handled administrative tasks.

Education

Catholic University of Santiago de Guayaquil

Guayaquil, Ecuador 1993–1998

Bachelor’s Degree in Economics with major in marketing.

Certifications

Series 6 - Series 63

Life and Health Insurance NY State

NY State Notary Commission

SAFE Act Registration/Mortgage License

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