Sales Customer Service

RUSSELL W. DOLLY

Cell :786-***-****

*******.*.*****@*****.***

SUMMARY OF QUALIFICATION

FINANCIAL SERVICES SALES EXECUTIVE

Financial Sales Professional with an impressive and consistent record of Top Performance with over 12 years of selling and

managing in the Banking, Insurance, and Investment industry. Proven history of exceeding goals in high sales in Business and

Investment Banking. Persuasive communicator and Great at overcoming objections and closing huge deals

Expert at analyzing clients financial goals and situations by developing strategic investment plans. Strong Business

Development background and uncommon resilience in prospecting, strategic planning, identifying and

qualifying new clients, cold calling and walking, winning proposal development and alliance building. Provides excellent

customer service by putting the client and firm’s interest first. Fluent in French and Creole. Core strengths include:

• Portfolio Management & Customer Retention •Sales Strategies & Sales Quota Driven Expert

• Strategic Alliances & Partnerships • Strategic & Tactical Market Planning & Prospecting

• Business & Investment Banking & Treasury services • Sales Hunter & Business to Business Expert • Presidential Sales Club Awards Winner & Executive Shared Success Sales Awards Winner

$125,000,000 in Commercial Deposits and Loans Book of Business

Bachelors Of Business Administration • Finance • Management • Florida International University • Phi Theta Kappa

Honors Society• 2002

Professional Active Licenses: NASD • Series 6, 7, 63, 66 • Florida Insurance (2-15) Life, Health & Variable Annuities

State of Florida Notary Public

PROFESSIONAL EXPERIENCES

Citibank, Miami Shores, FL October 2010-December 2011

Business Banker/ Senior Banking Professional/Relationship Manager

• Currently managing a Business Banking Portfolio of over 350 business owners

• Workplace Bank-At-Work Program Specialist: Enrolled 60 Major companies in Bank-At-Work Program in 2011

• Managing High Net Worth Business Owners with at least $250,000 or more in Investable Assets

• # 1 Business Payrolls Producer in Area (South Florida Market)

• Make Investment Referrals to Financial Advisors for Annuities, Mutual Funds, Stocks, (401K), SEP and Bonds

• Relationship deepens, Retentions and growth of business and personal entire banking relationships

• Ranked # 5 in the US in Business Checking Accounts

• Ranked # 11 in the US Business Credits such as Business Installment Loans, Line of Credit, SBA, Commercial Mortgages

• Leader and Champion in Business Banking in the branch by providing training to tellers, service banker, assistant manager and branch manager on latest Business Banking Campaigns, Promotions, and how to present business products to increase referrals, portfolio growth, and branch revenue

• Work very closely with internal and external partners such as CPAs, Chamber of Commerce, Merchant Services Specialist, Treasury Services Specialist, Investment Advisors, and Payroll Partners

• Have a huge book of business and portfolio

• Excellent at bringing new to bank huge business banking relationship such as one of my biggest business accounts this year had a balance of over $ 6,400,000. Experienced Seller to Corporate Executives, Business Owners, HR Managers

• Business Banking Profitability exceeded Expectations with a 28% growth for the branch this year

• Great operational excellence, customer service, relationship building, and selling skills

• OMEGA Commercial Credit Training

• Business to Business Sales/Sales Account Hunter

• International Client Base: France, Brazil, Switzerland, and the Caribbean Islands

• Major Book of Business for 401k Corporate Account over $450,000,000 of Retirement Assets

Bank of America, North Miami Beach, FL August 2009-October 2010

Personal Banker/ Specialist in Business Banking/Relationship Manager

• Specializing in helping consumer and business clients with deposits, and credit needs

• Have Book of Business with Businesses that have revenue from $100,000 to $3,000,000

• Sell Business Line Of Credits, Loans, Credit Cards and Merchant Services

• Sell Consumer’s first, second and reverse mortgages

• Designated as Small Business Champion for the North Miami Beach Branch

• Coach and run Sales & Referrals workshops for Tellers, Tellers’ Supervisor and Service Bankers

• Business to business sales & business development

• 260% of Business Development, Business Checking & Saving, and Merchant Services Goals

• Ranked # 2 in Region in Business and Private Banking Performance

• Relationship Management

• Have an active $ 15,700,000 Business Loans Pipeline

• Have an active $98,000,000 BOOK OF BUSINESS for Business Deposits

• Have an active $12,000,000 BOOK OF BUSINESS for Investments

• Leader in Cash Management Treasury Services

• Managed a book of private and business high net worth clients

• Ranked # 2 in Region in Business Banking Overall Production

• 270% of Small Business Relationship Value & Primary Relationship Goals (Acquired & Migrated)

• Leader in Branch, Coach and Educate other Personal Bankers on how to Acquired Primary Small Business Relationship & How to Discover Small Business needs

NEWBRIDGE SECURITIES January 2009-August 2009

Senior Financial Consultant

• Target Accredited investors and institutional investors for Private Placement Offerings

• Work with High Net Worth individuals, Business Owners, Retired Wealthy individuals to help them reach their

financial goals and dreams by providing financial planning and investment products such as annuities, structured CDs, bonds,

mutual funds, Life Insurance and deferred compensation

•Work with Corporations, Partnerships, and Sole Proprietors to help them with 401k management and services, Cash/Treasury

Management, and Commercial Credit needs

•Business development by working with strategic alliances partners CPAs and Lawyers

•Averaged at least 250 calls daily by calling over 10 states such as Illinois, Georgia, California, New Jersey, Virginia, Ohio, Indiana,

and Florida

MERRILL LYNCH & CO., Atlanta, GA October 2007-August 2008

Financial Advisor

• Specializes in helping High Net Worth Individuals, Corporate Executives, Families, and Corporations who have a need

for retirement planning, risk management, preservation of wealth, estate and trust planning, administration of wealth

for successor generations, and credits Help clients reaching their financial goals and dreams

•Target market is small to mid-size business owners that have revenue or assets in the amount of $1,000,000 to $ 200,000,000

•Sold Corporate Retirement investment plans such as 401(k), business checking, merchant services, fee based financial planning,

. annuities, mutual funds, and commercial and business money market. Partnerships with local CPAs, Lawyers, and Realtors

•Strategic Alliances & Partnerships with Regional Vice Presidents of companies that provide retirement or mutual fund services such

as American Funds, John Hancock, Hartford, Transamerica, Prudential, Fidelity, Evergreen, AIG, and Black Rock

•Strong Business Development and relationships with small business owners in the Atlanta area, Miami, Ft. Lauderdale, West Palm

•Maintain & Work a prospecting lead list that have assets in the amount of over $800,000,000 of small to midsize businesses and

owners in the Conyers, Smyrna, Atlanta Metro area, Miami , Ft. Lauderdale, and West Palm Beach.

•Ranked # 1 in my office and # 3 in the area among new financial advisors in points (new assets, appointments, and contacts)

WACHOVIA BANK, NA, Miami, FL March, 2004-June 2007

Small Business Licensed Financial Specialist

•Shared Success Sales Awards Winner/ Small Business Top Financial Specialist

Averaged over $ 1,000,0000 monthly in loans

•Recognition from Financial Specialist Leader and Regional Director as one of the Top Financial Specialists in the N. Dade Cluster

•Brought in over $ 22,000,000 in small business and personal deposits and loans in 2006. Ranked 7th out of 600 Financial Specialist

In Dade/Monroe area in Florida and helped increase branch sales to over 12% from the previous year

•Promoted to Small Business Specialist based on outstanding small business loans, deposits, and investments results

•Qualified and received bonus based on outstanding sales performance/$ 10, 500,000 in Business Loans in 12 months

•Sold Small Business Equity Loans, Term Loans, Unsecured Line of Credits, and Commercial Mortgages

• Sold business and personal checking certified deposits, savings, money markets, mutual funds and annuities

•Strong Business Development and Relationship Management

•Strategic Alliances & Partnerships with ADP to sell merchant, payroll, and retirement services to small business

Owners. Trained & conducted Sales Workshops for Tellers, Teller Managers, and Service Bankers on how to identified sales prospects

Sold Treasury services to business owners

STRICKLY ADVERTISING( CYDCOR), Miami, FL June 2002-Febuary 2003

Account Executive/ Sales Manager

•Solicited face to face 20 to 30 business owners daily. Business to business aggressive one calls and visit sales

•Recruited, interviewed, and managed a team of 10 associates. Motivated the team to exceed their quotas on a daily basis

•Helped territory sales to increase by 15 % with Bellsouth Corp Account. I sold Complex Telecom Solutions to business owners

Primerica Financial Services, Margate, FL May 2001- March 2004

Independent Financial Representative

•Specialized in helping individuals and business owners with their life & health insurance needs

•Recruited new Financial Representative to join my team. Personal and business to business sales

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