jessica claire montgomery street san francisco ca 94105 555 4321000 resumesampleexamplecom professional summary experienced financial services consultant leader offering 17 years financial industry success ambitious team leader adept creating strategic alliances organizational leaders effectively aligning supporting key business initiatives skilled understanding interpreting financial statements cash flow analysis assess analyze financial conditions companies industry trends knowledgeable financial markets macroeconomics global economy advanced financial analysis credit skills excellent communication relationshipbuilding abilities financial markets knowledge experienced project implementation skills risk management strategic planning organizational leadership strategic business relationships work history business banking relationship manager vp 042019 current city national bank florida tampa fl responsible managing retaining 45 existing commercial business banking clients responsible identifying pursuing new business opportunities annual revenue 10100 million provide financial advice solutions clients lending cash management risk management services collaborate teams credit underwriting structure execute deals review historical financial records current operational data forecasting information identify capitalize operation enhancement opportunities toptier business banker 2022 sr regional program manager 022015 032019 wells fargo city state engaged bank executives customers partners create positive trusting professional relationships organized led financial seminars classes interested clients providing tips advice lifestyle changes healthy living formed strategic business referral partnerships internal external partners collaborated market leaders district managers assess program capabilities team development community engagement generate new business leads partner client referrals prospecting activities increasing active accounts 15 senior branch manager iii vice president 052011012015 wells fargo city state resolved issues recommended actions based production compliance reports engage senior management develop strategic initiatives longterm goals evaluated product sales strategies prepared alternative approaches goal achievement mentored led 20 fte banking professionals consistently increased customer satisfaction scores 90 oversaw highperformance team 2012 2013 2014 20 million average booked investments responsible hiring promoting talented professionals strengthen financial consultants team resolved issues recommended actions based production compliance reports demonstrated proficient leadership skills motivate employees build competent teams small business team leader 012012 122014 wells fargo city state coached sales team members assessing strengths weaknesses develop improvement plans optimize sales performance company coaching methodology collaborated planning portfolio growth strategy business plans alignment overall market objectives responsible developing strategic sales growth plans partnership district managers bank executives responsible developing rapport local small businesses community engagement programs exceeded revenue profitability goals leading small business banker teams proven coaching motivational techniques increased revenue 400 earned coaching excellence award small business banker 092006 052011 wells fargo bank city state reviewed deposit profitability analysis outlined strategies bring unprofitable accounts back productive status responsible growing existing relationships converting prospects personal calling efforts meetings responsible collecting analyzing financial information credit clients actively listen customers requests confirming understanding addressing concerns recognized top small business banker 200708 achieved 390 220 assigned goal revenue credit goals collaborated team members achieve target results conversion team lead 102008 112008 wells fargo company city state nominated regional banking president serve team leader wells fargos merger acquisition transition team mentored newly acquired team members operating systems sales processes minimized resource time losses addressing employee production issues directly implementing timely solutions responsible training 35 new employees systems procedures products serving new clients responsible coaching branch managers navigating analyzing key reports help performancebased coaching strategies supported market executives different lines business directors special projects additional job duties actively listen customers handled concerns quickly ensured smooth conversion master science finance education university wyoming laramie wy deans list teaching assistant thesis topic effects large blockholders firms excess return coauthors professor sherrill shaffer professor lee sanning bachelor science management information systems university wyoming laramie wy deans list member national society collegiate scholars received college business college engineering international students scholarship founder member wyoming african students association member student government associated students university wyoming international students association graduate school thesis abstract analyze impact level blockholders firm performance specifically estimate relationship level firm blockholders excess returns firm using famafrench threefactor model six different group categories block ownership level results study indicate exists nonmonotonic relationship blockholders level firm performance find relatively higher performance firms moderate levels blockholders relatively lower performance firms low blockholders high level blockholders suggests may exist optimal level blockholders languages amharic negotiated board member dc chamber commerce english negotiated affiliations