Customer Service Sales

Jeffrey P Lowman

**** ************* ** ********* ****, Ohio 44054 Phone: 440-***-**** email: ************@*****.***

Professional Profile

Dependable, conscientious, results-oriented Finance Professional with management, sales, and customer service experience. Experienced in analytical and strategic decisions within a financial environment. Directing and coordinating daily operations, managing sales activities, and building and developing strong customer relationships. Experience in dealing with acquisitions.

Education

Lorain County Community College, Elyria, Ohio

Associates Degree of Arts.

Key Courses: Corporate Finance, Managerial Accounting, Quantitative Analysis, Macroeconomics, Strategic Management

Finance Experience

• Assess balance sheet and income statement to maximize branch profitability

• Analyze personal financial data to underwrite and decision loan and credit card applications

• Compare and analyze investment data to recommend the appropriate financial products

• Develop financial plans, estimates, and presentations using personal financial data

• Collaborate with other departments to arrange alternate or multiple types of financing within established guidelines

• Evaluate changing financial industry regulations and products to identify new product opportunities

• Create complex investment proposals for principal approval

Management Experience

• Train new employees on systems and company policies and provide feedback and support

• Delegate work tasks to ensure all projects are completed in a timely manner

• Efficiently implement and drive new sales procedures and processes

• Monitor and maximize sales results within the banking center

• Establish close relationships with business partners to ensure goals are met for each business line

• Ensure all tasks and duties are performed in compliance with banking laws and regulations

Customer Service and Sales Experience

• Present and sell a wide range of banking and investment products to a diverse range of clients

• Open and close consumer, commercial, insurance products and retirement accounts

• Regularly solicit and maintain new and existing relationships with customers to facilitate sales growth

• Resolve customer service issues and perform maintenance on customers’ accounts

Work History

Huntington National Bank, Cleveland, OH

Business Banking Specialist, January 2001-June 2012

FirstMerit Bank, Avon Lake, OH

Branch Manager, March 2009-June 2010

Fifth Third Bank, Westlake/Avon Lake, OH

Financial Center Manager, June 2003-March 2009

First Federal of Lakewood, Westlake, OH

Assistant Manager, June 1999-May 2003

Certifications

Life and Health License State of Ohio

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