James M. Williamson Email & Phone Number

Richmond, Virginia, United States

Chesterfield County, Virginia, United States

Educated students in the fields of Math, Science, Social Studies and Creative Arts.Ensured daily care of every child by following all licensing guidelines and implementing all company standards.Communicated directly with parents and prospective parents to achieve success for the child.Maintained a fun and interactive classroom that is clean and organized.

Richmond, Virginia Area

Provide a superior client service experience while assisting in and supporting all aspects of service and sales-related activities in the branch. Develop new and strengthen/expand existing personal and business client relationships through daily client relationship management, providing financial solutions that meet clients' needs and goals, penetrating all product and service lines. Provide financial solutions that meet clients' needs and objectives using sales activities to include… Show more Provide a superior client service experience while assisting in and supporting all aspects of service and sales-related activities in the branch. Develop new and strengthen/expand existing personal and business client relationships through daily client relationship management, providing financial solutions that meet clients' needs and goals, penetrating all product and service lines. Provide financial solutions that meet clients' needs and objectives using sales activities to include conducting consultative conversations, online charts, teleconsulting and making referrals when appropriate. Support the efforts and goals of the branch team through personal sales of a wide variety of SunTrust Bank's products and services and use of referrals, as appropriate, across Lines of Business. Provide service excellence; perform client maintenance requests, problem resolution and sales functions. Commit to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients. Meet/exceed client service and branch sales goals by offering and selling personal and/or business products and services, developing, expanding and retaining relationships. Advanced knowledge and ability in servicing and selling personal and business products and services. Lead sales campaigns within the branch, and act as an expert resource. Train or mentor new teammates. Ensure compliance with internal controls, operational procedures and risk management policies. Pursue on-going education of SunTrust products, services, and other lines of business. Responsible for ensuring that all business transactions and practices in the individual's span of control comply with all regulations and the SunTrust Code of Conduct. Show less

Fixed Annuities Variable Annuities Charitable Giving Strategies Disability Income Insurance Estate ConservationStrategies Education Funding Strategies IRA Consolidation/Rollovers Long-Term Care Insurance Mortgage Protection (through life insurance and disability income insurance) Medicare Supplement Coverage Pension Payout Alternatives Pension Transfer/Rollovers Mutual Funds Tax Sheltered Annuities, 403(b) Plans Term Insurance… Show more Fixed Annuities Variable Annuities Charitable Giving Strategies Disability Income Insurance Estate ConservationStrategies Education Funding Strategies IRA Consolidation/Rollovers Long-Term Care Insurance Mortgage Protection (through life insurance and disability income insurance) Medicare Supplement Coverage Pension Payout Alternatives Pension Transfer/Rollovers Mutual Funds Tax Sheltered Annuities, 403(b) Plans Term Insurance Universal Life Insurance Variable Universal Life Insurance Whole Life Insurance Show less

Works to build a long-term advisory relationship with each client by analyzing situations from the client's perspective. Develops sales strategies for maintaining and further penetrating existing client relationships. Seeks business opportunities through referrals from existing client relationships. Combines consultative sales approach and financial expertise to create value-added solutions for clients. Responsible for achieving individual and team goals. Adhere to customer service… Show more Works to build a long-term advisory relationship with each client by analyzing situations from the client's perspective. Develops sales strategies for maintaining and further penetrating existing client relationships. Seeks business opportunities through referrals from existing client relationships. Combines consultative sales approach and financial expertise to create value-added solutions for clients. Responsible for achieving individual and team goals. Adhere to customer service protocols and process. Invests time in improving team member performance, offering information and education related to products and services. Delivers and proactively seeks feedback for improving personal as well as team performance. Supports CRA efforts and participants in community and civic activities. Follows up with customers to make sure needs are being met. Maintains technical knowledge of all processes, systems, policies and procedures for both consumer and small business products and services. Ability to understand personal and small business financial statements and tax returns. Maintain sales results and continuing education coursework to keep licenses/certifications in good standing. Show less

Technical support for hardware and software installation, education, and maintenance. Troubleshooting and coordination of necessary repairs. Established catalog of office equipment for inventory and audit purposes. Functioned as Deputy Clerk.

Bachelor Of Arts, Music

Activities and Societies: Phi Mu Alpha, Camerata Singers, Chamber Singers

Virginia Department Of Education Career Switcher Program, Secondary Education And Teaching

The Career Switcher Alternative Route to Licensure Program is designed to entice individuals from various occupational and life.