Glenn Wolfson Email & Phone Number

Freehold Township, NJ, US

Freehold, NJ

• Meet customer sales referrals and cross-selling goals; knows the features and benefits of all products and services to satisfy the needs of the customers
• Responsible for managing and growing a book-of-business
• Actively refers clients for commercial business to Market Manager
• Promotes bank products, refer or resolve customer inquiries concerning accounts or other banking services
• Helps maintain cost efficiency to achieve goals of the branch; assures quality of customer service and adherence to sales and brand standards
• Resolves customer inquiries/complaints and situations in a positive professional and efficient manner

Princeton, NJ

Drives proactive sales conversations through internal and external interactionsWorks with PNC Computer Database software to run reports and troubleshoot client issues regarding accounts.Analyze client’s financial portfolio and conditions and recommend appropriate investments or products.Applies product and procedural knowledge to identify and solve.

Bayville, NJ

• Offer and sell financial products and services to consumers and small business customers.
• Maintain database of customers with Bank database software
• Open deposit accounts, process loan applications and manage various customer service requests.
• Prepare paperwork for all Home Equity Loans, lines of credit and personal loans.
• Leverage in-depth product knowledge to assist the bank in meeting its goals
• Understand and consistently adhere to all operational controls to ensure the safety and security of client and bank assets; complete required regulatory/compliance training.

Hamilton, NJ

• Met and exceeded quota/revenue target for net activations and customer renewals.
• Prepared monthly and quarterly reports for management regarding P&L and sales summaries.
• Top sales representative for eight months
• Managed relationship with corporate management and executives for compliance and customer service.
• Earned honors as top representative in insurance metrics
• Performed account evaluations and proposed solutions that best benefited the company and the perspective and current customer.

Morganville, NJ

• Specialized in debit settlement and negotiations for collection accounts
• Maintained database for company
• Worked closely with upper management on weekly, monthly and quarterly results.

Monroe Twp., NJ

• Maintained bank database for all customers and clients
• Ensured standard operations and security procedures are being followed.
• Trained and coached staff on new products and procedures provided by corporate compliance
• Recruit, hire and develop new staff
• Work closely with customers and business clients.
• Worked at and attended various special events for bank

Shrewsbury, NJ

• Oversee tellers and new account management
• Database management of all customers’ accounts
• Performed branch opening/closing, ATM settlement procedures
• Cross trained employees
• Conduct monthly staff meetings

Greater New York City Area

• Leverage Citi’s customer leads and other lead generation techniques to identify new prospects and cross selling opportunities with current clients.
• Conduct outbound sales activities to establish visibility in the community and drive business to the branch.
• Execute integrated sales, relationship and credit strategies that are aligned with the branch’s business plan.