Bank Business Specialist Resume

BANKING SPECIALIST

Business Specialist, 20xx – Present
Bank of ABC – Gadsden, AL
Market and sell a diverse line of small business financial products. Consult with new and current banking customers; assess business structure to determine service needs and match to banking products. Process banking product and service requests. Perform follow up to ensure newly acquired services meet customer needs. Attend sales meetings; assist with product marketing ideas and maintain detailed knowledge of financial products. Instruct employees on sales and customer service techniques.

* Coached and energized teams to capitalize on advice sales opportunity identification.

Business Specialist, 20xx – 20xx
BCD International Bank – Gadsden, AL
Directed a team of three investment professionals in a highly competitive local sales environment. Oversaw two satellite branches in Central Alabama. Managed high net worth branch clientele and client service and retention for a $1.5 billion dollar account base through client-centric solutions and focused sales strategies. Produced incremental net new assets in excess of $40 million dollars per quarter through aggressive sales efforts and high-impact local marketing practices.

Business Specialist, 20xx – 20xx
CDE Bank – Gadsden, AL
Managed, monitored, implemented loan pipeline, directed staff, maintained profit and loss, and redesigned existing sales approach. Developed special training methods, aiding the staff with overcoming cross-selling obstacles. Built new relationships with business/community leaders. Instructed and created positive reinforcement through mentorship.

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