Sales Manager
Resume:
Dalia Jaroun
Irving, TX *****
*********@*******.***
OBJECTIVE Seeking a position at a financial institution utilizing banking, sales and communication skills.
Areas of interest include promoting financial products, financial consulting, and customer service while supporting financial objectives of the institution.
EDUCATION THE UNIVERSITY OF TEXAS AT ARLINGTON Arlington, TX
College of Business Administration
Masters in Business Administration (MBA), December 2007
GPA: 3.58 /4.0
THE UNIVERSITY OF TEXAS AT ARLINGTON Arlington, TX
College of Business Administration
Bachelor of Business Administration Degree in Information Systems, May 2003
Major: Information Systems
Major GPA: 3.35
EXPERIENCE PLURIS HOLDINGS Dallas, TX
2020 – April 2020 Executive Assistant
oResponsible for performing office and administrative duties to assist executive management with administrative tasks related to office space rental of commercial real estate shopping centers
oSend correspondence about upcoming events via the mail, email or over the phone to tenants
oReview existing lease agreements to answer tenant questions
oSupport the daily operations of property management by performing administrative tasks such as organizing commercial space viewings for lease with prospective tenants
oObtain a copy of commercial property insurance from tenants and save a copy in customer’s file
oFile and retrieve tenant records, documents, and reports
oManage calendars, make travel arrangements and prepare expense reports
EXPERIENCE WELLS FARGO BANK Dallas, TX
2011—2020 Assistant Vice President - Commercial Relationship Associate Level2
oResponsible for supporting a moderate to large and/or complex portfolio of borrowing and non-borrowing customers
oWork with Relationship Managers and a Customer Service Manager to manage a portfolio of commercial middle market accounts
oWork independently and/or collaboratively with relationship managers and treasury management office sales staff to identify prospective opportunities to market or cross-sell non-credit products to new or existing customers
oConduct periodic reviews relating to Customer Identification Program (CIP), Customer Due Diligence (CDD) and Beneficial Ownership
oConduct customer courtesy calls, by phone and in-person, to build relationships and identify cross-sell opportunities
oHandle moderately complex to complex customer issues and problems
oAct as the customer’s main point of contact for operational questions. Manages "owning the customer experience" approach and effectively execute on all standard protocols regarding interactions with customers
oMonitor overdrafts, confirm additional source of funds and partner with office management in decision making process
oResponsible for compliance tasks related to Know Your Customer/Bank Secrecy Act
oMonitor accounts/portfolios/loan bookings to assure compliance with regulatory and company requirements
oHelps with customer onboarding, due diligence and other associated risk management matters where required
oTrain and/or mentor less experienced Relationship Associates
2010 —2011 Business Associate Level 2
Provide support to an assigned team of business relationship managers
oManage several portfolios of business clients
oPrepare loan documentation for commercial loans and lines of credit
oIdentify sales opportunities and follow up with customer on possible new services
oReview balance fluctuation reports associated with a portfolio
oProvide bankers with Product Sales Reports, Client Contact and Calls Reports, and Loan Production reports to assist them in reviewing the progress of their portfolio on a weekly basis
Work on specific analytical duties for Business Banking Manager and entire team
oPull monthly reports that provide a detailed analysis of a portfolio for each Relationship Manager in the team:
-A managed Household Contact Detail report showing call records associated with each household in a portfolio
-Trend Based Reports that show an overall analysis detail of a relationship manager’s sales performance including solutions in production, loan and deposit growth, cross sell detail and portfolio growth
oPull and compile portfolio related analytical reports and provide to the business banking manager to assist him in coaching the entire team
2008 — 2010 Business Associate Level 1
Support Business Relationship Manager (RM) in managing a business portfolio, and marketing and mailing letters to prospects. Also assist RM in preparing trend based sales reporting, and coordinate client meetings.
Monitor client accounts daily for overdraft reviews, and assist them in preparation of loan documents.
Work on Operations control of the Branch and AU, and complete control online tasks to ensure Business AU is in compliance.
Provide sales support to bankers and prepare Prospect Lead reports.
Provide customers with information on products and services and follow up on cross sell opportunities.
Follow-up with customers operation needs and questions, and provide resolution to problems.
Assist Business Banking Manager with special Projects; Century Bank/Wells Fargo Bank Conversion
oCentury Bank/Wells Fargo Buddy Banker Jan 2009 – May 2009
oPartner with Century Bank team members to assist with conversion readiness activities
oOnsite and remote support during the pre-conversion period
oDirect Century Bank Team members to use available resources and assist with questions
oProvide on-site training to century bank team members during post conversion period
2006 — 2008 Personal Banker Level 2 Arlington, TX
Manage a premier/excellent household customer portfolio and proactively cross-sell additional products through referrals and outbound calling with the goal of acquiring 100% of the customers' financial services business.
Provide customers with personal financial counseling and lending service. Gain new customers through outbound calls (in-person and Telephone) and partner referrals.
Develop and maintain relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards.
2004 — 2006 Personal Banker Level 1
Worked on acquiring new clients; generating business to gain a greater share of the market.
Cross-sell bank products and services and worked to grow and retain existing business.
Identified opportunities and made customer contacts to increase product per customer ratio. Built relationships with Wells Fargo partners to expand our customers banking relationships and maximize opportunities for our customers to be financially successful.
2002— 2003 Lead Teller
Under limited supervision, provide the same duties as the teller in addition to handling compliance of audit operations and regulatory issues. Duties included workflow scheduling, transaction approval, teller training and/or teller supervision.
Responded to inquiries/problems and handled more complex services/transactions.
1999 — 2002 Teller
Provided customer service in a fast paced, high volume environment with emphasis on efficiency and accuracy. Processed customer transactions, such as, check cashing, deposits, withdrawals, money orders, cashiers checks and was responsible for balancing a cash drawer.
Directed selling and referring sales opportunities to Personal Bankers.
COMPUTER SKILLS
Applications: MS Word, MS Outlook, MS PowerPoint, MS Excel.
Wells Fargo Applications: Hogan, SVT, SVP, AFS, Athena, COPS, UAM, AES, CVIA/CVAC, OnlineForms, Relationship Pricer, Cornerstone, TM Legal Wizard, Relationship View, WCIS, RCS (Risk Control System), TRE (Transaction Risk Exposure).
AWARDS
Early Graduation Scholarship, South Grand Prairie High School, June, 1999.
Certificate of Recognition for Highest Academic Achievement, Dean’s List, Tarrant County College, spring semester, year of 2000.
Certificate of Excellence, First and third Quarter year 2000 Sales Excellence, Wells Fargo Bank, Arlington, Texas.
Certificate for scholastic achievement qualifying for the Distinguished Honor Roll, University of Texas at Arlington, Fall 2001,
Certificate for scholastic achievement qualifying for the Honor Roll, University of Texas at Arlington, Fall and Spring 2002.
Team Member of the Month Certificate, Wells Fargo Bank, March 2002.
Certificate of Excellence, Third Quarter 2002 Sales Excellence, Wells Fargo Bank, December 2002.
Sales Star Award Certificate for pursuing sales excellence, Wells Fargo Bank, 3rd Quarter of 2003.
“Zero Hero” Certificate for no cash difference in balancing teller drawer, Wells Fargo Bank, April 2003, May 2003, September 2003, October 2003.
Certificate for managing store fee income, Wells Fargo Bank, April 2004.
Sales Star Award Certificate, Wells Fargo Bank, 2nd and 3rd Quarter of year 2004.
Team Member of the Quarter, Wells Fargo Bank, Third Quarter of year 2004.
Certificate of Recognition in appreciate for 5 years of dedicated service, Wells Fargo Bank, July 2004.
Sales Star Award, Wells Fargo Bank, 4th Quarter of year 2004.
Wells Fargo WOW Banker Certificate for Outstanding support and partnership in Small Business Banking, April 14, 2005.
Wells Fargo All-Star Partner Certificate, for outstanding referrals, Dallas Sales Specialist Program, May 16, 2005.
Sales and service excellence, Wells Fargo Bank, First Quarter of 2005.
Wells Fargo All-Star Partner Certificate, for outstanding referrals, Dallas Sales Specialist Program, July 7, 2005.
Disney Land Trip, Anaheim, California, for outstanding sales Year 2004-2005, Wells Fargo Bank, September 16th, 2005.
Personal Credit Management Sales excellence, Wells Fargo Bank, Year 2006.
Team member Recognition Nomination for providing outstanding service, Wells Fargo Bank, August 2008.
Certificate of Recognition in appreciate for 10 years of dedicated service, Wells Fargo Bank, July 2009.
Shared Success Award in recognition of Leadership and Personal Accountability, Wells Fargo Bank, September 18, 2013.
Pinnacle Nominee Commercial Banking Service Award for taking a strong leadership role in the transition of a large shared relationship, Wells Fargo Bank, March 1, 2014.
15 Years Service Recognition Award for demonstrating the highest caliber of service and excellence to Wells Fargo customers, team members and shareholders, Wells Fargo Bank, July 2014.
“Reach the Pinnacle” Middle Market Banking Service Award Winner for dedication and outstanding service, Wells Fargo Bank, Q3 2016.
Treasury Management “Best Shot” award for outstanding Partnership with the treasury team and assistance on complex customer sales requests, Wells Fargo Bank, October 26, 2017.
Certificate of Recognition in appreciate for 20 years of dedicated service, Wells Fargo Bank, July 2019.
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