Results-orientated Banking Consultant skilled at building rapport with customers and laying out optimal banking service packages. Proactive professional who excels at cold and warm callling as well as giving sales presentations. Keen negotiator, communicator, and project manager.
Key relationship management
Strong presentation skills
Analytical problem solver
Sequoia Bank 5/1/2010 to Current Banking Consultant London
Establish 30-80 new business accounts each month.
Build productive clients relationships leading to repeat and increased business.
Recognised as top revenue generator, increasing sales by 60% in 2012 alone.
Take inbound business calls and set up appointments for presentations.
Work with management to develop promotional programmes to optimise revenue.
Great Western Financial 11/1/2005 to 4/1/2010 Banking Consultant London
Participated in incentive programmes and contests to support achievement of revenue goals.
Delivered on-site presentations outlining bank services to businesses.
Created customised service packages and set up appointments to initiate processes.
Warm-called potential clients to connect and determine business needs.
Trained new consultants on effective sales and service techniques.
TDX Financial Group 6/1/2002 to 10/1/2005 Banking Consultant London
Cold called local businesses to develop network and offer services.
Set up on-site meetings with business owners to outline proposals.
Provided comprehensive assistance to help businesses adopt new services.
Excelled at exceeding sales goals by 10% or more each month.
Developed tool to track and monitor sales opportunities, prospective deals, and finished contracts.
University of London 2002 Bachelor of Arts: Finance London, England Minor in Marketing