Phone: 757-***-****
Email: adpucc@r.postjobfree.com
Address: ***** ***** *** ** **** 36, Tampa, Fl 33647 KATHLEEN COTTON
PROFESSIONAL SUMMARY
Energetic and Strategic Compliance, Banking and Sales Leader with over 13 years of experience. Strong analytical and deductive reasoning skills with excellent attention to detail in developing individuals, creating a team spirit while fostering a willingness to win. Jul. 2020 – Present
Tampa, Fl
Licensed Health Insurance Agent, TZ Insurance Solutions LLC Explain features, advantages and disadvantages of various policies to promote sale of insurance plans. Explain products, services, prices, and from customers to meet sales goals.
Adjust sales scripts to better target the needs and interests of specific individuals. Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Mar. 2020 – Apr. 2020
Tampa, Fl
Sales Trainer, Huiz Realty
Created and conducted training camps to increase sales. Hired and asset new hires skill set in compliance awareness while uncovering customer's needs and handling inquiries.
Trained call center employees on problem solving
Apr. 2018 – Nov. 2019
Tampa, Fl
Account Sales Consultant, ADT Security Services Corporate Established over 300 clients by networking, utilizing sales force and referrals baselines. Customer focus for residential and small business clients in providing home security, video and automation services. Consultative selling with identifying needs and offering solutions to clients. Set a company record with video level sales production in one month-residential Aug. 2004 – Sep. 2017
Tampa, Fl
Financial Center Manager, Vice President, Bank of America Created, reviewed and executed monthly business plan to senior leaders while fostering team synergy. Managed the day to day tactical and long-term strategic activities within the business. Offered feedback to executive-level management on the effectiveness of strategies, selling programs and initiatives.
Chosen as "risk compliance leader" to research, organize, coach and identify areas of improvement in banking centers for the North Tampa Bay region. Adhered to all federal and state compliance guidelines for wire transfers, mortgage loan, credit/loan applications and investments referrals. Scheduled and Performed monthly audits of banking center cash vault and teller's cash drawers.
Achieved special recognition for mentoring/coachng ability in raising center's customer experience scores. Officer title awarded within first year of hired. Compliance ranking score increase by 27% within first year of being in role. EMPLOYMENT HISTORY
Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
Awarded 3 consecutive "perfect" shop scores from 49% TO 100%. Hand-Selected by Executive Senior leaders to drive execution with eliminating performance gaps for associates within the South-West Region-California transformation project.
Supervised, coached and measured performance for (87) associates on new IT systems, compliance processes with critical day-to-day software application for proficiency. Achieved 100% of associates proficiency performance levels in utilizing new IT systems within the consumer channel.
Dec. 2002 Bachelor of Science: Business Management University of Maryland -Asian Division - Baltimore,, Maryland EDUCATION