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Appointment Setting Financial Sales

Location:
Washington, DC
Posted:
December 05, 2023

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Resume:

SABAHAT MENGÜ

PROFILE

* Expert client outreach specialist

* Strong relationship management skills

* Very detailed/task oriented

* Self-starter financial sales professional

* Excellent communication ability

EXPERIENCE

SENIOR BRANCH PREMIER BANKS, WELLS FARGO BANK, GREAT FALLS VIRGINIA — JUNE 2023 - PRESENT

Virginia State Insurance Life and Annuities License #1377952 06/29/2023 SIE - Series Industry Exam 07/14/2023

Series 6TO 08/09/2023

Series 63 08/18/2023

SMALL BUSINESS SPECIALIST/CLUSTER BRANCH LEADER, TRUIST BANK, VIENNA VIRGINIA - MARCH 2021 - FEBRUARY 2023

- Oversaw and coordinated all aspects of operation

- Created and built rapport with community to meet sales goals thru outbound calling, appointment setting and branch referrals to achieve branch production

- Led both branches thru a successful merger from SunTrust/BB&T to Truist BRANCH MANAGER, SUNTRUST BANK, VIENNA VIRGINIA - AUGUST 2018 - MARCH 2021

- Managed a team of 8 to surpass enterprise goals of lending production, deposit acquisition, investment asset inflow and new household acquisition

- Mastered and coach team to the high-net client conversation

- Managed day-to-day operations of a mass affluent financial center

- Achieved 120.7% overall branch production in 2020

- Brand ambassador 2019

- Led outbound calling strategies for appointment setting

- Targeted marketing for SunTrust approved seasonal leads 3176 Summit Square Drive D5 Oakton VA 22124 United States 703-***-**** www.example.com



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