Top Performing Executive Sales Professional
Resume:
Carissa Vrana
Plano, Texas ***75
Phone: 972-***-****
Email: ********@*****.***
An accomplished results-driven financial and sales professional with more than 20 years experience in the Sales and Professional Banking industry. Expertise in Account Management, Customer Relationship Management, tailoring Investment and Retirement Strategies, meeting and exceeding Sales Goals and Quota Requirements. Proven ability to Train and Lead Colleagues, Understand and Maneuver within Company and Management Policies and Guidelines to meet and exceed Customer Needs and Expectations with the highest level of Ethics and Integrity.
Areas of Expertise
Customer & Account Management
Complaint Handling & Resolution
Investment & Retirement Guidance
Customer Satisfaction Enhancement
Sales Goals & Quota Attainment
Strategic Planning & Marketing
Teambuilding & Training
Interview & Hiring Experience
Professional Presentation Skills
Professional Experience
Self Employed- Plano, TX 12/15-Current
Equine Sales & Marketing
Buy, Train, and Show Hunter/Jumper Horses
Buy and Sell Thoroughbred horses for the racing industry
Build rapport with potential buyers, industry influencers, vendors, and other trainers
Head frequent Marketing/Media campaigns bringing new clients and deepening my brand awareness
Network and engage center of influences of high net worth individuals
Dallas Polo Club —Red Oak, TX 1/10 to 12/15
Vice President of Sales & Marketing
Manage marketing programs driving 80-90% customer acquisition, resulting in an increase in club’s revenue by 93%
Director of polo operations, including riding, and training horse and rider
Responsible for club’s hospitality & membership
Head all corporate sponsorship
Organize club matches & special events including charity, and team building events
Spearheaded and grew all social media/marketing platforms, and maintained
JP Morgan Chase Bank/WAMU — Addison, TX
5/08 to 3/10
Vice President Business Banker
Responsible for managing and expanding the relationship and portfolios of 150 business clients
Prospected daily for new clients via Centers of Influence and cold calling
Initiated and packaged loan requests for review and closing, including gathering all financial information, tax returns, interim statements, and collateral positions. Presented approved structure to client directly
Worked with Small Business Department to certify companies to help increase bank participation in government loan programs.
Trained and coached 13 Banking Centers how to look for small business clients and opportunities
Specialized in preferred programs for professionals and companies in the medical fields.
Experienced the transition and changes inherent to a large scale Merger/Acquisition.
Vision Bank Texas — Richardson, TX
2/08 to 5/08
AVP Commercial Lender
Serviced customers seeking loan and/or deposit relationships with the Bank
Consistently met aggressive deposit goals each month
Established and negotiated the terms under which the credit would be extended, to include: pricing, cost, repayment method & schedule, collateral requirements, etc
Followed market trends and developments to increase the Bank's business in established and developing markets
Interviewed loan applicants, analyzed financial data to determine credit worthiness and make decisions on loans within defined limits.
Monitored outstanding loans and took necessary collections actions on past dues
Wachovia Bank — Highland Park, TX
12/05 to 2/08
Small Business Financial Specialist
Managed high value clients liquid assets ranging between $250,000 and $3 million
Managed over 100 (individual & small business) clients portfolio’s providing them with all their banking needs
Networked with group of CEO’s including Lawyers, Doctor’s, CPA’s and Dentist’s
Trained and mentored new hires to quickly ramp up to acceptable required production goals
Self Sourced Commercial Loans up to $3 Million
Serviced customers seeking loan and/or deposit relationships with the Bank
Consistently met aggressive deposit goals each month
Wells Fargo Bank — Mission Viejo, CA
12/02 to 11/05
Premier Banker
Hired as Personal Banker and promoted to Premier Banker within a year
Exceeded Sales Performance standards while being the #1 banker in the Southern California region
Incorporate professionalism and high standards of integrity with focus on building and maintaining customer satisfaction from the inception of relationship throughout their lifetime.
Focus on helping customers with each individual’s investment and retirement needs
Manage high value clients assets
Sold over $2 Million a year in Insurance Revenue
Education and Training
California State University- Fullerton, CA: Concentration in Marketing
Collin County Community College- Plano, TX: Associate of Liberal Arts in Business Administration
Training: Completed numerous courses and seminars in customer service, strategic selling, time management, leadership, and performance assessment
*References Available Upon Request
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