A position utilizing well developed research, writing, problem-solving and interpersonal communication skills by employing a solid background in small business development, marketing strategy, consumer insights and financial management.
May 2007 - Present
Licensed Banker- Business Specialist
·Provide specialized guidance for clients by combining consultative sales approach and financial expertise to create solutions leveraging current products and services assisting the branch move from the bottom 40% to the top 10% in peer group
·Execute integrated sales, relationship, and credit strategies to achieve desired revenue and service goals resulting in awards for top branch banker based on monthly performance 19 times. Top 5 district level banker 11 times.
·Collaborate with Investment, Commercial Business, and Lending partners to ensure ongoing communication with clients resulting in the highest cross-sell ratio in branch averaging 2.4 products per account.
·Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets utilizing Series 6, 63, life and health, and insurance licenses.
May 2006 - Aug 2006
Internship- Assistant to the CEO
* Created strategy and guidelines for entering new international markets in a declining sector market based upon market research and trial deployments. *Designed corporate warranty and return policies for resellers and end consumers utilizing existing sector trends and product tolerances. *Explored new business opportunities to expand sales through the internet and retail distribution channels in four different countries. *Researched and purchased domain names to complement existing and potential product lines resulting in higher traffic to main site and greater brand name awareness.
Jan 2006 - May 2006
Marketing Research Assistant
*Explored methods of translating and distributing professional sales programs to international markets. *Designed presentations and papers to facilitate greater understanding of different U.S. based markets. *Researched large demographic markets and broke data down into marketable segments. *Developed a marketing strategy to penetrate certain market types.
May 2003 - Aug 2005
Assistant to the Director of IEP
*Taught 12 Intensive English Program students from 7 different countries the fundamentals of grammar, reading, and conversation for regular university classes. *Designed and implemented programs for acclimating international students to the U.S. University system using internal and external outreach methods. *Created bi-weekly reports on 35 students on progress in English language proficiency to determine level advancement and ability to function proficiently at the university level.
2006 - 2006
·Lead team of 14 International MBA students from 4 different countries in charity work resulting in a “golden sales award”.
·Completed Leadership Management International’s Global Total Leadership program.
2005 - 2006
·Researched and recommended strategies to OfficeMax Board of Directors to increase in-store sales by changes in layout.
·Presented ways to increase web-based Blade Server sales for Hewlett Packard through website modification.
·Designed program to increase student participation in A&M Study Abroad program by 15%.
2002 - 2005
·Graduated Cum Laude
·Vice President of Phi Beta Delta, International Academic Honor Society.
·Awarded Outstanding Student award for Servant Leadership.
·DBU Ethics Debate Team Speaker.
·Who’s Who Among Students in American Universities and Colleges 2005.