Edward Rogers Email & Phone Number

New York, New York, United States

Union, New Jersey, United States

Business Banking Specialist. NMLSR, Series 7, Series 66, P&C, Life, Health & Variable Ins. License. • Develops, and manages book of Retail Business Accounts.• Assists store managers in developing an action plan to expand customer base. Specializes in credit and deposit acquisition.• Refers business partners such as Payroll, Merchant Services, Private Bank, Insurance, Mortgage, and Investment Services. • Branch Sales Experience with proven success in establishing new clients, revenue generation, and the ability to deliver results.• Business banking sales as well as outside consultative business to business sales.• Demonstrated ability to establish credibility and rapport in person, as well as over the phone .• Excellent customer contact skills; comfortable asking questions/interviewing customers about their financial situation; strong listening skills comfortable making outbound calls.• Understands how to present features, and benefits of products and services to customers with differing needs.• Self-motivated, assertive, performs well in a competitive sales environment.• Professional, thorough and organized; able to follow standard operating policies and procedures.• Exceptional ability to learn products, services and procedures quickly and accurately; explain concepts clearly to customers.• Understands how to interpret numbers, trends and data to make effective decisions.

Office Locations In Saddle Brook, Nj And Edison, Nj

Financial Services Professional. Series 7, Series 66, Property, Casualty, Life, Health & Variable Ins. License. • Business and Personal Life, Health, Disability, and Long Term Care Insurance Producer• Set up Investment portfolios for Education, Retirement and Estate planning needs.• Identifies, executes and follows up on opportunities to gather additional client assets while providing client centered discussions.• Initiates customer relationships with current clients and prospective clients through lead utilization, local market development, seminars and community involvement.• Cross sells other products and services.• Participates in execution of local marketing development plan.• Adheres to compliance/risk procedures and exhibits detailed attention to disclosure policies by maintaining focus on customers' best interests.• Introduces clients to investment strategies and works with client to develop financial plan leveraging the appropriate Guidance tools.• Positions appropriate products in the context of current needs as well as customer's long term financial plans.• Fulfills client transactional, investment and service requirements as needed.• Drives face to face customer appointments and interactions through outbound phone sales.• Provides direction to new customers by being responsive to customer needs, inquiries and requests.• Seeks referral opportunities and follows up on leads.

Millburn, New Jersey

Vice President, Business Banker. Series 7, Series 66, Life, Health & Variable Ins. License.• District Top 10% for new accounts and cross sales.• Developed, managed and serviced book of Retail Business Accounts.• Mentored and assisted in promoting three Personal Bankers to Business Banker position. • Branch sales experience with proven success in establishing new clients, revenue generation, and the ability to deliver results.• Business banking sales as well as outside consultative business to business sales with RM.• Demonstrated ability to establish credibility and rapport, over the phone as well as in person.• Excellent customer contact skills; comfortable asking questions/interviewing customers about their financial situation; strong listening skills comfortable making outbound calls• Understands how to present features, and benefits of products and services to customers with differing needs• Self-motivated, assertive, performs well in a competitive sales environment.• Understands how to interpret numbers, trends and data to make effective decisions

Short Hills, New Jersey

Vice President, Branch Manager. Series 7, Series 66, Life, Health & Variable Ins. License.• Top 20% Branch Manager. Performance Level One • Increased deposits by $30mm in two years.• Entrepreneurial business management orientation, sales planning, strong team-building skills. • Demonstrated effectiveness in managing operational requirements and procedures.• Knowledge of all aspects of branch operations, including paying and receiving transactions, regulatory compliance, and Bank Policy & Procedure• Strong probing, communication, analytical, problem solving and decision making skills to effectively uncover and resolve complex customer and employee issues.• Demonstrated leadership proficiency in sales, service and operations.• Strong financial management, including profit and loss management, customer and revenue growth, and loss prevention.• Experience with extensive customer contact, including building & maintaining customer relationships.• Proven track record of developing and coaching high performance sales and service teams.• Advanced proficiency with Windows PC navigation and software, including Excel and Word.

Paramus, New Jersey

Financial Planner. Series 7, Series 66, Life & Health Ins. License.• Developed and managed a Retail Financial Advisory Practice.• Provided each client a comprehensive written financial analysis and plan.• Set up and managed investment portfolios, analyzed and solved Insurance protection needs.• Education, Retirement, and Estate planning.• Initiates customer relationships with current clients and prospective clients through lead utilization, local market development, seminars and community involvement.• Adheres to compliance/risk procedures and exhibits detailed attention to disclosure policies by maintaining focus on customers' best interests.• Introduces clients to investment strategies and works with client to develop financial plan leveraging the appropriate Guidance tools• Positions appropriate products in the context of current needs as well as customer's long term financial plans• Drives face to face customer appointments and interactions in the branch as well as outbound phone sale opportunities.• Seeks referral opportunities and follows up on leads.

Bachelor Of Fine Arts (B.F.A.), Drama And Dramatics/Theatre Arts, General

Activities and Societies: Society of British Fight Directors

Academic, Mathematics, Science

Activities and Societies: MADRIGAL SINGERS, SELECT CHOIR, DRAMA CLUB, VARSITY FOOTBALL, VARSITY WRESTLING, CLASS COURT