Contribute to achieving
branch sales goals by recommending products and services that meet customer needs.
Contributions made to meeting and exceeding client service and
branch sales goals by offering and selling products and services and developing, expanding and retaining relationships.
Not exact matches
Trained bank tellers at two
branches about ways to achieve
sales goals for products and services offered
by the main bank
Distributed key account
sales reports
by branch to region managers and senior staff and reviewed
sales goals with region managers via telephone conferences.
Improved customer retention
by over 25 %; met all
branch and personal
sales goals and recognized as top salesperson
Developed, maintained and reported on
branch center's marketing strategy to exceed monthly
sales goals by 15 %
Proven track record of consistent performance in
sales and service
by regularly meeting and exceeding
branch sales goals.
Start your list with your most recent employment and go backwards from there.For further assistance, read these examples of bank teller work history sections.Bank Teller — NBAC Bank of New Jersey — Trenton, NJ — 4/2014 to Present • Exceed all
sales goals, becoming top product and service seller for five consecutive quarters, and boosting monthly profits
by 15 percent • Multi-task customer service interactions and processing and counting duties on a daily basis • Process deposits, withdrawals, and payments quickly and accurately • Assist customers with inquiries concerning financial specialists, specific services, and account informationBank Teller — Trenton First Bank — Trenton, NJ — 6/2010 to 4/2014 • Resolved account discrepancies and customer complaints in a professional and timely manner, resulting in a 15 percent increase in customer satisfaction ratings, the highest in
branch history • Prepared daily
branch reports concerning cash amounts and daily transaction for the
branch manager • Tested and immediately reported counterfeit currency to the head manager in accordance with safety protocol and procedures • Helped customers open and close accounts, make payments, and deposit and withdraw money into their accounts on a daily basis
PROFESSIONAL EXPERIENCE PNC BANK, Evanston, IL (6/2012 to Present)
Branch Manager • Determine the branch's market share and optimize growth in sales and profits • Develop client relationships by ensuring that relationship managers are performing their work properly • Work closely with bank management and sales teams to determine sales targets • Ascertain that bank staff is aware of sales targets and perform reviews towards these goals • Manage branch operations and motivate staff members to strive and exceed sales goals • Develop forecasts and financial objectives and ensure that staff members are in sync with them • Locate areas for improvement and propose corrective measures • Meet with corporate clients to determine their needs and ensure that they are fulfilled immediately • Address both client and staff issues promptly and ensure that they are resolved • Handle networking and marketing duties to make sure that the bank's revenue and sales goals are met cons
Branch Manager • Determine the
branch's market share and optimize growth in sales and profits • Develop client relationships by ensuring that relationship managers are performing their work properly • Work closely with bank management and sales teams to determine sales targets • Ascertain that bank staff is aware of sales targets and perform reviews towards these goals • Manage branch operations and motivate staff members to strive and exceed sales goals • Develop forecasts and financial objectives and ensure that staff members are in sync with them • Locate areas for improvement and propose corrective measures • Meet with corporate clients to determine their needs and ensure that they are fulfilled immediately • Address both client and staff issues promptly and ensure that they are resolved • Handle networking and marketing duties to make sure that the bank's revenue and sales goals are met cons
branch's market share and optimize growth in
sales and profits • Develop client relationships
by ensuring that relationship managers are performing their work properly • Work closely with bank management and
sales teams to determine
sales targets • Ascertain that bank staff is aware of
sales targets and perform reviews towards these
goals • Manage
branch operations and motivate staff members to strive and exceed sales goals • Develop forecasts and financial objectives and ensure that staff members are in sync with them • Locate areas for improvement and propose corrective measures • Meet with corporate clients to determine their needs and ensure that they are fulfilled immediately • Address both client and staff issues promptly and ensure that they are resolved • Handle networking and marketing duties to make sure that the bank's revenue and sales goals are met cons
branch operations and motivate staff members to strive and exceed
sales goals • Develop forecasts and financial objectives and ensure that staff members are in sync with them • Locate areas for improvement and propose corrective measures • Meet with corporate clients to determine their needs and ensure that they are fulfilled immediately • Address both client and staff issues promptly and ensure that they are resolved • Handle networking and marketing duties to make sure that the bank's revenue and
sales goals are met constantly
Support the
branch team
by achieving referral
goals and participating in targeted
sales campaigns.
Summary
Branch Manager skilled in exceeding
sales goals and company expectations
by expanding client...
Financial Manager — Duties & Responsibilities Manage daily operations,
sales, and customer service activities for multiple financial institutions Oversee company expansion and
branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed
sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention
by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing
sales strategies Craft effective
sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level
sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to
sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings,
sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines
Professional Experience JPMorgan Chase (Chicago, IL) 2010 — Present Business Banker • Responsible for cross selling bank products and services to potential and existing customers • Partnered with Retail Lending, Investments, and Treasury staff for holistic client service • Routinely exceeded monthly
sales goals increasing YTD
branch business revenue
by 20 % • Built profitable business relationships resulting in 38 % increase in new business deposits • Ranked in top 10 % in Chicago City market in overall
sales production • Secured $ 4 million in business and $ 10 million in consumer loans YTD through 10/2010 • Analyzed business» financial statements and tax returns to recommend appropriate products • Developed
sales presentations to secure new clients and deepen existing client relationships
Professional Experience Chase Investment Services (Charleston, WV) 06/2008 — Present Financial Advisor • Served as Financial Advisor for multiple
branches with financial books ranging from $ 12M to $ 50M • Consistently promoted and given additional responsibility due to successful financial management • Exceeded corporate earnings projections through effective market analysis and
sales tactics • Increased primary
branch sales by 497 % and net cash flow 539 % • Increased secondary brand
sales by 118 % and net cash flow
by 108 % • Crafted comprehensive financial plans tailored to individual
goals and values