Retail Development Resume
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Kennebunk, ME
EDUCATION:Bachelor of Science, Finance,
Major: Finance Minor: Global Studies
Study Abroad Program,
Intensive Italian, Intercultural Communication, International Marketing, Intramural Soccer
CONSULTING PROJECTS:
Key Bank Capstone Project
- Analyzed 3 major factors of success for retail banking: Keybank Plus, Service Scores and Teller Referrals
- Utilized field research, employee surveys, business literature and banking reports to complete research
- Presented findings and solutions to the Maine Key Bank Leadership Team
GB 401: Strategic Management
- Completed a strategic management analysis of Southwest Airlines and was awarded the highest grade in the class
- Strategy Analysis: Business, Corporate, and International analysis based on Porter’s business theories
- Financial Analysis: Completed financial analysis to assess the health of Southwest compared to the industry
GB 301: Integrated Business Functions
Hartnett Family Business Plan Award
- Awarded best business plan in all General Business 401 classes, which was approximately a quarter of the class of 2011
- Created 5 year business plan for Mary Lou’s News Inc and presented our plan to Mary Lou
- Personally completed the financial statements and projections while assisting team members with the entire project
COMPUTER SKILLS:O/S-SOFTWARE: Windows Office Suite, FactSet, Morningstar, Bloomberg,
EXPERIENCE:
Confidential 6/11-11/11
Retail Development - Kennebunk, ME
- Completed state licensing exams for securities- The series 6 and 63
- Completed multiple (100+) training classes based on business acumen, sales, leadership, management, and Key systems
- Developed client service skills through interactions (phone/face to face) in order to best meet clients’ banking needs
- Developed sales skills: Developed an effective sales strategy that allowed me to end a 9 mo training program in 5 mos
Interim Branch Manager – Biddeford, ME 11/11-2/12
- Accountable for marketing Key to generate profitable revenue by calling on small businesses and consumers
- Managed $8MM in consumer deposits and $2MM in business deposits
- Exceeded activity goals based on leading indicators for a small sized branch ($10MM in assets)
- Received highest Service Measurement Scores in ME based on business plan I developed for Biddeford
- Worked with other lines of business within Key to position Key as well as possible in the Biddeford market
Interim Branch Manager – Northgate Branch- Portland, ME 2/12- Present
- Used skills built while in Biddeford to create a business plan accepted by upper management
- Focused on larger deals to increase both business and private banking success within the Northgate community
- Grew revenue from consumer investments to 125% of year to date goal
- Worked with staff to develop an action plan to increase success with leading indicators of branch growth
