The role of a Preferred Centralized Sales Senior Agent (PCSSA) is to make clients aware of the breadth of services Bank of America offers to maximize their banking and investment relationships and achieve financial well-being. As part of the Preferred Banking & Investments line of business, agents act as the primary outbound contact center team for our most valuable consumer clients by placing outbound calls in support of new products and direct marketing to these clients. In addition, there is potential for client facing interactions within the banking center setting. PCSSA’s balance outbound and client facing sales/service calls in order and be able to show empathy, educate, provide awareness, answer detailed questions, and sell new products and services to clients. Responsibilities consist of Welcome Calling, direct sales offers, external or internal event calling to prevent or mitigate potential client impact, service and retention calling. Strong emphasis on the value of upholding Preferred Client Experience Standards and leveraging effective partnerships with internal business partners including Banking Center teammates, Small Business Bankers, Mortgage Loan Officers, Financial Advisors, Customer Services & Solutions (CS&S) and Merrill Edge Advisory Center (MEAC).

Support, follow and carry out the company vision, mission statement and values.Perform community marketing activities including public relations, outreach, community activities with businesses who influence the senior market, tours, prospective resident follow-up, internal and external sales monitoring and any other aspects required to ensure maximum occupancy of the community.Plan develop, organize, implement, evaluate, and direct the marketing programs and activities in order to maintain and increase our census and to provide the public with information relative to our community, its programs, services and practices.Conduct in-depth interview with prospective residents, and other necessary parties, to determine if the prospective resident is appropriate for the community. Be well-versed and able to communicate services and cost to potential residents and/or family members.Monitoring pricing of apartments and maintained on-going knowledge of current market and competitor rates, specials services and specials.Developed monthly/quarterly sales and marketing plans.Take new inquiry phone calls, returning follow-up calls within one day, and to initiate follow-up letters.

Consult with clients and promote sales of life insurance, long-term care insurance, annuities, andinvestment products for wealth maximization. Acquire sensitive financial information and devisecustomized plans and programs to meet client current and future needs on a case-by-case basis.● Rapidly grew sales through optimal client relationships and keen product knowledge.● Generated a large volume of repeat and referral business from a satisfied client base.* Licensed in MA and RI. Specializing in Insurance Planning: Business Continuity; Eastate Planning; Estate Equalization; Fixed Investments; Tax Diversification and Long Term Care Planning.

Initially hired as a sales assistant to assist clients with customer service issues and provide clerical assistance to the sales staff in the consumer branch environment. Demonstrated natural sales abilities which were quickly noticed by senior management staff. Promoted to account executive after only two months on the job. Quickly mastered mortgage origination skills and became the top ranked account executive in the district and division. Maintained top 5% ranking through out career. Key duties included contacting existing clients for potential up sell and cold calling leads to obtain new business. Met with customers to discuss loan options and gathered necessary documents from the customer. Managed sales cycle and solved curative issues with relation to title reports. Loan products included mortgage loans, home equity credit lines, personal loans, auto loans refinances, and ancillary insurance products.

Promoted sales of mortgage lending programs to diverse client base. Consulted with clients, acquiredsensitive financial information, and made product recommendations based on individual needs andqualifying factors for mortgage loans, home equity loans and credit lines, personal loans, auto refinances,and ancillary insurance products. Acquired a keen understanding of mortgage origination and processingand rapidly advanced to status of top ranked Account Executive for the district and division andmaintained top 5% ranking throughout career. Managed all stages of loan process from documentationsprocessing to closing.

Initially hired as a sales assistant to assist clients with customer service issues and provide clericalassistance to the sales staff in the consumer branch environment. Demonstrated natural sales abilitieswhich were quickly noticed by senior management staff. Move to Account Executive in 2 months.* Rapidly promoted from Sales Assistant to Account Executive and Senior Account Executive basedon exemplary on-the-job contributions.