OBJECTIVE: Looking to obtain full-time position in the financial industry primarily in Personal Banking, Loan Sales and Service that will utilize my coaching and mentoring sales staff.
QUALIFICATIONS: 35 years of Customer Service, 25 years Financial Industry, 15 years Managing within the Financial Industry. Coaching and mentoring of staff to meet or exceed all sales goals and maintain all audit and compliance regulations per company guidelines. Notary Public
Licensed for Insurance in Ohio and Michigan.
Licensed Property and Casualty in Ohio
EMPLOYMENT
August 2015 to Bed Bath and Beyond Toledo, OH
Present Department Supervisor/Customer Specialist 12.00 hr
Drapery Specialist 419-***-****
August 2017 to Directions Credit Union Toledo, OH
June 2018 Customer Service Representative 11.16 hr
April 2016 to United Insurance Company Toledo, OH
August 2017 Insurance Agent/CSP Commission
Manage the Sales/Service of Agency Accounts 419-***-****
April 2008 to AIG Financial Network Maumee, OH
April 2016 Insurance Agent/CSP Commission
Manage the Sales/Service of Agency Accounts 419-***-****
January 2008 to Unemployed to study for Insurance License
March 2008
April 1996- National City Bank Toledo, Ohio
Dec 2007 Assistant Manager 419-***-****
New Accounts, Personal Loans, Annuity Sales $35,000/yr
CDs, Lines of Credit/Credit Card, Audit &
Compliance, Training/Scheduling staff
2000 to Present NOTARY PUBLIC – State of Ohio
EDUCATION
OWENS Community College Toledo, Ohio
Courses: Accounting
GRADUATE Springfield High School Holland, Ohio
Courses: General Studies
REFERENCES
Larry Cornell, AIG Financial 734-***-****
Former Co-Worker
Rita Bower, PNC 419-***-****
Former Co-Worker
Bill Minney 734-***-****
Former Insurance Manager