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About Me

-Private Banker with a major bank for over 12 years servicing and selling financial products to high-end clients. I help my customers map out a strategy to reach their financial and retiremet goals by solid financial advice base on the questions I would ask them.

- Extensive background in staffing and recruitment within a “selling” environment. Excellent organization and time-management skills. Outstanding communication, interpersonal and public relations skills. Energetic and assertive, adept at coordinating and implementing multifaceted operational procedures, and take great pride in personal performance.

- I would like to work in either the financial industry field or in the hr-recruiter field in the financial industry arena. I have experience in both job fields and proven capabilities to excel in both job fields.

Work History

Wachovia Bank
Private Banker
April 1998 to Present
Manages full-service banking relationship with upper mass affluent community banking customers. Consults with customers regarding financial needs and recommends products and financial services including community banking products. Prepares loan packages for credit review and underwriting. Opens and services accounts with authorized limits. Indentifies full balance sheet cross-selling opportunities for client and effectively coordinates with partners to evaluate those opportunities

Siemens Medical Systems
Customer Service Rep
March 1996 to April 1998
Served as primary contact for customers requesting servicing of medical equipment. Dispatched Field Service Engineers to various customer sites. Ordered after hours spare parts for shipment to field service engineers.

Radio Shack
Sales Rep
August 1994 to July 1997
Related merchandise statistics to the use of floor space, maximizing sales and profit. Created floor arrangements and displays. Worked with customers in product selection and conducted customer transactions in a friendly, courteous and expedient manner.

US Army
Army Recruiter
January 1989 to May 1994
Contacted, interviewed, evaluated, tested and processed quality applicants for admission into the Army and the Army Reserves. Contacted school and public officials, civic leaders and parents, introducing the Army as an exciting employment and career opportunity. Gave formal and informal presentations on Army career opportunities.

US Army
Administrative Manager
April 1979 to January 1989
Managed office of 2-5 clerical personnel. Developed and implemented training program which increased overall office efficiency and productivity by 50%. Evaluated and counseled employees monthly on job performance and suggested ways to improve competency and efficiency.