Sales Manager Financial Services

Richard N. Jeffers

**** **** ****** ***** 602-***-****

Phoenix, Arizona, 85022 ******@*****.***

EDUCATION

Mar 1998 8Master of Business Administration, University of Phoenix - GPA 3.70

Nov 1994 8Bachelor of Arts in Management, University of Phoenix - GPA 3.80

EXPERIENCE

Mar 2012 to 8 Private Client Banker

Jan 2022 (Retired) Chase Private Client (CPC)- Phoenix, Arizona

Achieved President’s Club (Top 100) and National Sales Achiever (Top 10%) multiple years by effectively working with internal business partners to cross-market Chase financial services and products such as investments, financial planning, home equity, mortgage and small business.

Generated millions in deposits, investment sales and mortgages by deepening relationships with affluent clientele and actively managing a team based approach with the Private Client Advisor, Business Relationship Manager and Home Lending Advisor.

Successfully acquired new CPC clients ($250,000 or more in deposits and investments) and grew balances by giving exceptional customer service at the branch and by proactively engaging in multiple external touch points throughout the year. My signature question that has uncovered millions is, “What is new and exciting?”

Mar 2006 to 8 Relationship Banker

Feb 2012 Chase Bank- Scottsdale, Arizona

Achieved President’s Club (Top 100) and National Sales Achiever (Top 10%) multiple years by effectively working with internal business partners to cross-market Chase financial services and products such as investments, financial planning, home equity, mortgage and small business.

Assisted with conversion of Washington Mutual (WAMU) in 2009 by traveling to Atlanta Georgia for one week to train the WAMU Bankers on the Chase Bank systems and processes.

Created sales tools to help Relationship Bankers track their pipeline and sales results and to increase productivity during the weekly reviews with partners and Branch Manager.

May 2004 to 8Branch Sales Manager

Sept 2005 H&R Block Mortgage- Phoenix, Arizona

Built sales team from zero headcount and no volume to 9 Loan Officers, 1 Loan Processor and $6.5 million in monthly volume by August 2005.

Provided other Sales Managers and District Manager with assistance and understanding of forecasting, financial and revenue analysis to help achieve monthly performance goals.

Created sales model to help with monthly projections for sales, revenue, commissions and bonuses for the 7 sales teams and 50+ loan officers in the Phoenix Center.

May 2003 to 8Senior Loan Officer

April 2004 H&R Block Mortgage- Phoenix, Arizona

Successfully closed 19 loans for $2.6 million in volume for the first full quarter (Q203) resulting in the best production out of 28 loan officers in the Phoenix Center. Only loan officer to generate $200,000 in revenue for the quarter, achieving maximum bonus payout of 5% or $10,000.

Honored with the Circle of Excellence Award (Top 10% of Company Performers) with a trip to Hawaii in 2004 for generating 40 loans, $4.5 million in volume and $325,000 in revenue from November 2003 to April 2004 (Q303 and Q403).

March 2000 to 8Financial and Revenue Analyst

April 2002 Webley Systems, Inc.- Deerfield, Illinois

Sept 1998 to 8National Sales Manager

March 2000 Excell Customer Care- Phoenix, Arizona

Oct 1989 to 8Regional Sales Manager

Sept 1998 First American Real Estate Solutions, Inc- Anaheim, California

May 1982 to 8Sales Executive

Sept 1989 Experian Real Estate Information Services- Anaheim, California

PROFESSIONAL LICENSES, TRAINING & AFFILIATIONS

8National Mortgage Licensing System and Registry (NMLS): 2014-2022

8Series 6 & 63 Licenses: 2006-2024

8Dale Vermillion Selling Skills, 2004

8Professional Teleselling Skills, 2003

8Rotary International, 1988-1998

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