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Alain's Resume

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Page 1: Alain's Resume

ALAIN E. MARTIN 148-42 231st Street

Springfield Gardens, NY 11413 347-546-9927H [email protected]

347-702-2655- C

PROFILE Over nine years of professional experience, with an emphasis on management, office administration and sales. Very organized, with the ability to handle multiple functions simultaneously and choose between competing priorities.

EDUCATION Bachelor of Arts in Communication and Film, 2004

William Paterson University (Wayne, NJ)

PROFESSIONAL EXPERIENCE

SENIOR LICENSED PERSONAL BANKER February 2014-Current Astoria Federal Savings (New York, NY)

▪ Work closely with the branch’s Financial Adviser to help achieve the branch’s insurance and investment goals.

▪ Maintain a rolling pipeline of fifteen clients with weekly updates, adding and subtracting clients on a consistent basis.

▪ Reach out to twenty prospective clients daily through cold calling and maintain a calendar of appointments with a minimum of two a day as well as prepare a minimum of 3 life insurance illustrations a day.

▪ Constantly probe the branch’s existing book of business for annuities out of surrender in order to schedule a review with clients.

▪ Responsible for maximum referral output from the teller station as well as monthly meetings with teller staff to coach them in what to say to prospective clients and the key demographics to pay close attention to for life insurance and retirement review opportunities.

▪ Maintain a consistent level of excellent customer service.

PERSONAL BANKER July 2011-February 2014 Astoria Federal Savings (New York, NY)

▪ Engage in the soliciting and sales of various FDIC-backed banking products which include checking accounts, savings accounts, certificate of deposits and IRA’s.

▪ Also engage in the soliciting and sales of various non-FDIC-backed products which include term life insurance, whole life insurance and fixed annuities.

▪ Act in the capacity of Financial Advisor to numerous clients by reviewing their financial portfolios; uncover their specific financial needs or concerns and making specific financial recommendations.

▪ Handle various financial transactions including wires, both domestic and international, IRA contributions, distributions, rollovers and closeouts.

▪ Help strengthen, through cold calling, appointments, the branch’s relationship with the overall community.

Page 2: Alain's Resume

Continued… ALAIN E. MARTIN

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PROFESSIONAL EXPERIENCE

COORDINATOR March 2009-May 2010. Jones L. Lasalle-Sun Micro Systems Account (New York, NY)

▪ Responsible for the management, maintenance and organization of the mailroom, conference rooms, and all individual offices.

▪ Responsible for the operation and maintenance of all facility machines including printers, fax and postage meter machines.

▪ Help oversee and maintain inventory of supplies for entire facility including office furniture and equipment

▪ Serve as secondary point of contact for employees, contractors and vendors. ▪ Assist in the coordination of special events, including employee trainings and customer

meetings.

PERSONAL BANKER October 2007-June 2008. Bank of America (Paramus, NJ)

▪ Establish, develop, retain, and deepen existing and potential relationships with customers in the community.

▪ Work with and advise clients on choosing the deposit products congruent with their financial needs including: checking and saving accounts, certificates of deposit and IRA’s.

▪ Undertake required servicing, sales and transactional processing in accordance with set procedures.

▪ Identify opportunities for new relationships and support growth of branch portfolio. Target individuals, businesses and organizations for potential sales follow through.

▪ Using lending authority granted by Credit Division, originate bank’s loan product line including: consumer installment loans, home equity lines of credit and second mortgages; mortgages; and small business loans.

▪ Engage in regular communication to constituents(customers, co-workers, management) in support of branch company and direction. Cooperate with all reporting requirements with clear, concise written, verbal and electronic communications.

FINANCIAL ASSOCIATE August 2006-August 2007. Citigroup (Ridgewood, NJ)

▪ Handle various financial transactions including deposits, withdrawals, loan payments and IRA contribution and distribution.

▪ Process foreign currency and wires, both domestic and international. Issue cashier checks, money orders and official checks; redeem savings bonds and prepare and accepts treasury tax payments.

▪ Perform account maintenance including fulfilling customer’s request to modify existing account utilization.

▪ Assess client needs and refer them to appropriate product specialist. Assist in the coordination of traffic flows to promote appropriate client solutions and overall.