J ESSE H IGHAM

CONTACT

925-***-****

Jessemichael584

@gmail.com

PROFILE

Knowledgeable Finance Sales Manager with over 15 years of successful experience selling and processing all financial products, as well as managing and training up to 30 associates at once. Adept at maintaining personal relationships with customers, advising large purchases and processing loans/LOC’s, as well as tracking and managing all types of financial transactions

SKILLS

Financial Analysis

Financial Software Apps

Budgeting

Management

Accounting

Auditing

Investments

Risk Management

Financial Modeling

EXPERIENCE

Bank of America

2013-2023

Preferred Services Representative/Mortgage Loan

Processor/Trainer/Manager

Led a team of 30 Preferred Service Representatives, specializing in handling High Value Clientele, engaged in delivering assistance to customer service department on daily basis. Inputted information from customer calls and onsite service visits into the company’s system using COIN and other financial software. Developed and implemented accounting, financial, and operational systems. Enhanced financial performance metrics by networking to create successful and sustainable relationships. Boosted sales by over 200% through productive management, product development, and proven marketing EDUCATION

Diablo Valley College

2003-2005

AA in Psychology

methods. Analyzed client needs and developed specific strategies to establish financial capabilities. Assisted upper management and direct supervisor with special sales projects. Provided extensive coaching in financial processes and procedures to both newly hired and existing employees. Mitigated regulatory risks by structuring loan submissions using financial need and investor compliance standards. Completed frequent assessments of training materials, structure, and success rates in order to enhance program. Scripted, recorded, and uploaded instructional material for new hire associates. Elevated team member performance while cultivating customer relationships to drive sales. Trained and educated newly hired and veteran employees on effective sales, cross- selling techniques, and product selection to meet individual customer financial needs and financial application methods. Created and offered additional materials to enhance training. Recruited top talent to fill key positions and maximize productivity. Mentored and coached new employees by offering insight into successful task prioritization. Wells Fargo

2005-2013

Teller/CSSR/Personal Banker I/Personal Banker II

Balanced daily cash deposits and vault inventory with zero error rate. Established new accounts and created memberships, resulting in increased loans and earnings for the bank. Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintained accounts and opened new accounts. Assessed reports each week and generated notification letters to delinquent account holders. Managed customer referrals to help financial services team members in order to capitalize on sales changes. Met or exceeded sales goals by promoting bank products and services in every interaction. Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets. Offered every customer exceptional service by remaining friendly and professional during every transaction. Increased quarterly sales by 235%. Processed sales referrals and promoted bank services and products, resulting in 70% branch sales increase. Researched and resolved customer issues on personal savings, checking, and lines of credit accounts. Completed

comprehensive tasks by implementing customer service initiatives, audit and restock ATMs and keep records on accounts. Conducted special service and account

transactions for customers, including ordering checks and placing stop payment orders. Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees. Examined checks for identification and endorsement. Entered new member transaction data into the online banking software. Established new customer accounts including checking, savings, line of credit, and new loans.

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