Dixie Muzzo Email & Phone Number

Largo, Fl, Us

Charlotte, North Carolina, Us

Financial sales advisor to help you prepare for everything life throws your way!

Lakeland, Florida, Us

Lakeland, Florida, Us

Birmingham, Al, Us

• Facilitated the recruitment and onboarding of new accounts for consumer and business portfolios and strengthened current relationships by cross-selling financial solutions• Matched client needs for deposit growth and exceeded investment referral goals within first working quarter • Advised applicants on the acquisition of credit lines with integrity and referred to mortgage and/or appropriate business channels for responsible lending• Ensured all deposit, loan, and investment documentation met current regulations, laws, and procedures

● Developed and implemented the Preferred Dealer Program for North Alabama and Southern Tennessee.● Generated hundreds of new leads for the local office within a 2 month period with an 80% closure rate.● Increased dealer participation with more than 800 dealers in 13 cities.● Represented and marketed for the Zarrilli Agency at various trade shows and events.● Licensed Property and Casualty Insurance Agent for Alabama and Tennessee

Birmingham, Alabama, Us

● Received the Suspicious Activity Reporting (SAR) Star Award, March 2013.● Provided service to bank customers by conducting appropriate transactions. ● Detected and reported counterfeit negotiable instruments and identity theft.● Complied with all bank policies including but not limited to Office of Foreign Assets Control (OFAC), Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and Customer Identity Program (CIP) guidelines.

● Responsible for all phases of the sales process from establishing new accounts through cold calling, networking, and writing proposals.● Managed the office environment by preparing correspondence, submitting payroll, and organizing the schedule.● Established sales goals and created incentives for outside sales as well as commercial and industrial sales.● Developed rapport and maintained strong working relationships with internal and external customers.

Us

● Accomplishments included creation of a more efficient daily bar cleaning/rotation schedule that adhered to Alabama health and safety standards and kept the bar competitive and lean with food/liquor costs.● Managed beer, wine, and liquor inventory and scheduled delivery of inventory and beer tap maintenance.● Trained and monitored the progress of new staff.