Financial Product Repersentative
Resume:
Jeffrey C. Saylor
Fairport, N. Y. 14450
Telephone: 585-***-****
Cell: 585-***-****
**********@*****.***
Skills Summary:
- Financial Services product and process knowledge. Responsible for representing products and services both as a wholesaler and a direct sales representative.
- Extensive experience presenting sales, education and in-service skills certification training
- 6 & 63 licensed
- Society of Professional Administrators and Recordkeepers Accredited Retirement Plan Consultant
- Responsible for on-going training of payroll team, regional brokers/RIA’s and CPA’s in evolving product capabilities and unique value propositions.
- Relationship building, client management and group presentations.
- Team Leadership in both client/project management and direct product delivery.
Education:
University of New York at Buffalo - MA, Economics
State University College at Fredonia - BA, Business Administration
Employment Experience:
September, 2006 – Present ADP Responsible for Sales of ADP’s Retirement Services products in Upstate New York. Territory includes all of New York State except New York City and the Hudson Valley. Responsibilities include direct sales as well as relationship management with three regional payroll sales teams and all financial advisors and RIA’s within the region. Responsibilities have included all client sizes, from 1 thru 999 pays and all of ADP’s various product platforms.
October, 2001 – September, 2006 Bank of America, Rochester, N.Y. Center manager responsible for all aspects of branch functionality including sales management, goal attainment, operations, staff management and security. Within 15 months moved branch from 13% negative to 20% positive profitability, reversed a 2-year negative attrition run rate and returned branch deposit position to level above those maintained before the negative trend began. Attained sales goals in all critical categories as well as coached all sales staff to attain their individual goals.
August, 1998 – July, 2001 Gillespie Associates, Rochester, N.Y. Gillespie Associates is an employee performance firm with specialties in instructional design, technical communications, organizational development and custom designed ERP end-user training.
Project Management and Control/Account Management
These projects involve the supervision of project teams of six to eight professionals, process mapping and consultation, strategy formulation and planning. Responsibilities include the budget and control, development, production, and instruction on multiple training modules, as well as consultation concerning transition from legacy to Oracle platforms.
Projects successfully implemented by applying a combination of business process experience, training skills, general knowledge of financial systems and an ability to understand and communicate the needs of various clients and client groups.
June, 1997 – August, 1998 Ziff-Davis Education, Rochester, N.Y.
Manager – Operation & Finance/Budget Analyst
Responsible for budget, sales and management reporting ,operations
management and process consultation.
Interim Controller. Redesigned company salary planning model. Identified and initiated collection on $850K uncontrolled accounts receivable balances.
Migration management for publishing system move to Rochester.
January, 1983 – June, 1997 Fleet Credit Card Services, Niagara Falls, N.Y.
Vice President, Budget/Administrative Support
Responsible for budget, forecasting, general management, Business Credit Cards Data Entry, Customer Service, Disputes, Settlement, Merchant Services, and Operations Support departments. Management responsibility for over 200 individuals. Consolidated Visa and MasterCard reporting.
Introduced detail analysis process into third-party vender relationship. Product Delivery System Redesign Team Facilitator. Formation & Training for Operations Support Unit (SQL services group). Trained 200+ staff in Quality Theory & Process. Developed initial divisional Business Resumption Plans. Trained local management on Business Resumption software, theory, and practice.
Project Management and Training Experience:
August, 1998 – July, 2001 Gillespie Associates, Ltd.
Responsible for delivery, supervision and training of all Oracle trainers. This responsibility is discharged concurrently with account and project management activities. Ongoing responsibility for delivery of Oracle end-user training with a focus on Oracle Financials.
July, 1993 – June, 1997 Fleet Financial Group
Total Quality Management Site Coordinator/Corporate Trainer
- Certified Instructor for “Managing Quality Improvement”
- Certified Instructor for “Team Leader Skills”
- Certified Quality Team Facilitator – Fleet Quality Systems
- Certified Quality Team Leader – Fleet Quality Systems
Trained Fleet Services Corporate staff at numerous locations throughout New England. This was accomplished concurrent with the responsibilities described above.
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