William Bado Email & Phone Number

Richboro, Pa.

Essentially same duties as PNC Bank Licensed Personal Banker (see below or Resume)

Lambertville, Nj

Urgent Family Situation

Lambertville, New Jersey

Developed and cultivated client business relationships with affluent customer base at PNC Bank, an Affluent Banking Program member.Conceptualized and implemented strategic financial plans based on results of comprehensive needs assessments.Extensive business banking and merchant services experience. Initiated contact with business owners, opened business accounts, worked closely with business banking and merchant services departments.Consistently met deposit account opening goals.Supervised teller-client interactions, including check cashing guidelines, teller cash limits, and customer identification guidelines. Executed proper bank opening and closing procedures.Worked collaboratively with a team to implement cross-selling initiatives and client presentations.Researched and wrote detailed reports for marketing forecasts and strategies.Major Accomplishment: Consistent 5-Star Gallup Customer Scores. 2006-2011

Increased business in New Jersey small employer marketplace by prospecting and cold-calling within territory.Demonstrated multitasking abilities by managing intense sales volume and client contact. Maintained accurate records and consistent follow-up, and advised prospective clients regarding suitable benefit choices with an emphasis on creative selling. Major Accomplishment: Exceeded sales and underwriting deadlines at 120% quota

Held key responsibilities in the area of financial services, encompassing 401k, employee benefits, pension, fixed income, stocks, mutual funds, and asset allocation.Marketed and sold to both businesses and individual clients. Offered customized financial solutions relevant to clients' needs, as well as risk tolerance and time horizon.Major Accomplishment: Surpassed goal of $6 million. Opened 400 new accounts, all developed through cold-calling efforts

Carried out prolific prospecting and cold-calling to develop client base.Marketed and sold mutual funds, stocks, bonds and portfolio management. Prepared contracts and sales proposals for customers.Major Accomplishment: Increased clients from zero to over 400 active accounts, exceeding assigned quota of $6 million by generating a revenue stream of over $9 million

Sold self-funded health plan to Association members while concurrently managing seven sales representatives and performing administrative functions.Directly marketed to base of dentists and employees totaling 25,000.Reviewed and implemented regulatory changes, benefit designs, renewals, premiums, and audits. Composed articles for periodicals.Major Accomplishment: Grew territory from $1.5 million to $6 million in three-year time period. Contributed 40% of Association revenue via non-dues royalty income from endorsed products