Brandon Croxton, Cfp Email & Phone Number

Owings Mills, Md, Us

1820 Lancaster St Baltimore Md

Manage the day-to-day operations of the branchConduct prospecting activities; plan and conduct sales calls with Business Banker, Financial Advisor, and Mortgage OfficerDevelop personalized financial plans that meet customer portfolio objectives Conduct annual plan review to ensure customer objectives are met

Responsible for gross revenue sales of college, insurance, investment and retirement products Implemented business development strategies Conducted prospecting activities; planned and conducted sales calls Participated in joint sales calls with bank officers as investment product specialist Developed personalized financial plans to meet customer portfolio objectives Conducted annual plan review to ensure customer objectives were met

Responsible for the day-to-day branch operations Established new banking relationships with small businesses Profiled customers for financial reviews and investment recommendations Managed branch staff of five Exceeded branch goals: 105% in deposits, 100% in loans, 105% in checking accounts, and 150% in investment referrals under challenging conditions of projected branch closing

Supervised Community Banker, Head Teller and Teller positionsPerformed monthly branch audits to ensure accuracy in logs and currency countsOpened new accounts and cross-sold additional products to new and existing customersImplemented sales strategies to support help the branch achieve its sales goalsRecommended and sold investment products to customers based off each customer's needs Grew by more than $10 million between 2003-2007

Produced third highest investment revenue among branch network Recommended and sold investment products based on customer needsPrimarily responsible for the selling and cross-selling of bank account products Assisted customers in account maintenance and servicingAssisted in daily branch operations such as auditing tellers, vault and ATM functionsto ensure proper balancing

Referred new and existing customers to branches to open accountsDetermined appropriate products for customers based on profiling Performed outbound calls to new and existing customers to solicit products and servicesRecommended and sold investment products to customers based off each customer's needs

Reconciled G/L Accounts for errors Entered mortgage data into system to balance account ledgers

Assisted customers with account information Referred customers to branch locations to open new accountsSold additional products and services to existing customers via telephoneCreated new sales contests and initiatives with Call Center Supervisor Recognized as CSR of the Month

Finance

Activities and Societies: Football Team

Education record