Dana H. Davis

Suffolk County, NY

516-***-****

advc8y@r.postjobfree.com

Objective: Experienced Financial Banker with 25+ years of experience in improving client financial situations through careful evaluation, thoughtful product and solution recommendations, and providing risk assessment.

Skills

•Strategic Prospecting

•Data Analytics

•Critical thinking

•Relationship Management

•Product Knowledge

•CRM (Salesforce)

Experience

Marine Midland Bank (1987-1990)

Platform Client Services/Car Repossession Supervisor / CRM (Customer Relations Manager)

Opened new accounts, debit cards, and retirement accounts

Recommended various banking products, such as Money Markets and Certificates of Deposit

Reviewed past due loans in collections and authorized car repossessions

Assisted tellers with banking platform experience

Global Capital Mortgage Co. (1991-1994)

Loan Originator/Loan Officer

Qualified individuals for refinance and/or new purchases

Gathered financial information

Solicited and opened Real Estate and Consumer loan accounts

Montauk Financial Group (1994-2005)

Branch Manager

•Supervisor of six Registered Representatives

•Reviewed daily Trade Blotters

•Uncovered and resolved complex customer issues/problem solving

Newbridge Securities (2006-Present)

Financial Advisor/Client Relations

Strong written and verbal communication skills

20+ years of experience in cold calling, excellent interpersonal and client service skills

Provided fiduciary advice to clients with annuities, retirement savings, bonds, and insurance needs by evaluating current standing and advising on appropriate solutions

Self-starter, problem solver, and goal-oriented team player

Cross-selling with product knowledge

Strong financial skills, with solid organization and attention to detail

Proficient in Salesforce, Wealth Station, MS Word, Firsev, and other computer systems

Underwrote new issues, reviewed business plans, and analyzed balance sheets

Education

Stony Brook University, Economics/Business Major

Activities

Member of Financial Service Professionals of Long Island

Chapter President of the Urban Financial Coalition

Member of Stony Brook Alumni Association

Big Brother Association Mentor Program

Contact this candidate