Customer Service Rep
Resume:
Michael Mascia
Millsboro, DE *****
*********@*****.***
Over 31 years of Banking, Financial Services & Insurance experience highlighted by winning 2 production trips and consistently recognized as a top performer in my market area/department. Authorized to work in the US for any employer
Work Experience
Member Advisor II
State Employees Credit Union-Ellicott City, MD
March 2024 to June 2024
• Service existing client base & prospects with deposit, loan and investment products to meet their short
& long term financial goals.
• When appropriate, make referrals to Wealth Management, Business Banking & Mortgage partners. Premier Banker
Wells Fargo Bank-Westminister, MD
December 2022 to November 2023
• Consult with Affluent Customer Segment (250k to 2mil) on deposit, loan & investment products.
• Conduct financial reviews & uncover needs to ensure client is maximizing services to meet their short
& long term goals.
• Work with small business to analyze need for products such as merchant services, lending & payroll services.
• Finished 1st or 2nd in my district in performance metrics. Financial Consultant
T Rowe Price-Owings Mills, MD
September 2018 to December 2022
• Consult with individuals and go over options within & outside of their employer or individual retirement plan.
• Field relevant questions, educate & offer solutions to maximize retirement & savings plans by uncovering the client's goals & risk tolerance.
• Perform various service & sales functions as appropriate.
• Consistently finished in the top 5 of 23 associates in monthly performance metrics. Agency Owner
Allstate Insurance-Eldersburg, MD
June 2014 to February 2019
• Opened scratch Agency and proceeded to win two production incentive trips in 2015.
• Sold & consulted prospects and clients on all personal lines of insurance and retirement planning.
• Hire, train & coach staff.
• Amassed $800k of premium in less than 3 years.
Insurance Counselor
AAA Mid-Atlantic-Westminster, MD
May 2008 to June 2014
• Perform the sales and marketing of Personal Lines Insurance to both AAA and non-AAA members.
• Assist in the cross-selling of other financial products (credit cards, extended warranties and AAA membership).
• Received top rookie sales award (4th qtr. '08), outstanding service awards (2nd & 4th qtr. '09) and top sales award for March, 2010.
Branch Officer
Suntrust Banks, Inc-Baltimore, MD
March 2007 to May 2008
• Managed the operations, sales & service of a branch office. Supervised & coached four employees.
• Achieved a perfect score in 2nd quarter mystery shops.
• Led 1st qtr. '08 checking promotion at 108% of goal.
• Successful referrals made to commercial lending, mortgage and investment management. Branch Officer
Chevy Chase Bank-Severna Park, MD
April 2002 to March 2007
• Supervised five employees in a full service, 7-day/week supermarket branch.
• Achieved #1 status as Top Sales office for 3rd qtr. 2003.
• Exceeded Home Equity production goals two successive quarters (2nd & 3rd of '03).
• Successful in selling annuities and making appropriate wealth management referrals. Education
Master's degree in General Administration
University of Maryland/University College - College Park, MD August 1985 to September 1989
Bachelor of Science in Personnel & Labor Relations University of Maryland - College Park, MD
August 1977 to May 1981
Skills
• Insurance Sales
• Presentation Skills
• Customer relationship management
• Salesforce
• Underwriting
• Business Development
• Credit Analysis
• Negotiation
• CRM Software
• Microsoft Outlook
• Financial Services
• Management
• Financial Planning
• Upselling
• Sales Management
• Cold Calling
• Relationship management
• Financial Analysis
• Customer service
• Lending
• Business development
• Time management
• Insurance sales
• Sales
• Management
• Supervising experience
Certifications and Licenses
Life & Health Insurance License
Series 66
Chartered Retirement Planning Counselor
Series 7
Property & Casualty License
Insurance Producer License
Certified Notary Public
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