Salvatore Carrella Email & Phone Number

New York City Metropolitan Area

Building a book of business via Cold Calling and going door to door and referrals.Provide Supplemental Insurance to Union Members and their family and friends.Train and coach new agents.

New York Ny

• Profiled business and consumer clients to determine financial needs and through a consultative needs based sales approach, opened appropriate products and services to meet those needs.• Actively profiled for future business by uncovering potential business that is held by competitors and asking for that business.• Made appropriate referrals to other business lines, including commercial and business banking based on information obtained through profiling.• Managed sales and service process; follow up activities and referral lead generation through active use of the Bank's 360 View CRM system. • Performed Consumer Loan closings as required.• Provided strong leadership through effective communication, coaching and leading by example.• Assisted Management with all Branch Audits as well as Cash Management.

New York Ny

Deliver sales presentations to high balance clients closing an average of $300,000 per month in the first year.Meet with customers and prospects develop an understanding of financial needs and suggest an appropriate solution.Regularly seek opportunities to up sell add on products.Guarantee positive customer experiences and resolve all customer complaints.Provide mentoring and training to improve staff development and overall branch results.Assist in all operations that require Duel Control.

Brooklyn Ny

Provided sound advice at every cutomer intreraction to crete positive Cutomer Experience and insure the Cliemt's financial needs were met.Formed Partnerships with legal and accounting counsel to develop marketing strategies for estate, trust, retirement and business planning resulting in year to year Branch Balance Growth.Worked tirelessly Servicing new and existing clients in order to improve Customer Retention.Developed solid estate and tax code knowledge base through continued research and training.Retained and ensured proper handling and care of 550 existing client accounts.Researched beneficial investment opportunities and made recommendations to the Financial Advisor.

Brooklyn Ny

Identified prospective customers using lead generated methods and performing an average of 60 cold calls per day.Participated in various incentive programs and contests designed to support achievement of production goals.Serviced customers improving and deepening client relationships.

New York Ny

Negotiated and closed contracts with Fortune 500 Companie, including JPMorgan, Barclay's Bank, Goldman Sacs and Morgan Stanley.Increased sales by 75% in the course of 2 years.Led sales calls with team members to establish sales and customer retention goals.Created and directed sales team training and development programs.Managed a sales staff of 7 members.Shared product knowledge with clients while making professional recommedations increasing month to month sales commissions.