SALLY SHAWKY

4750 Lincoln Blvd #369 • Marina Del Rey, CA 90292 sallyshawky@hotmail.com • 408.605.1628

Leadership/ Sales Management/ Lending/ Small Business PROFILE
Successful results-driven manager with over 12 years of visible achievements in consumer banking, sales, marketing, finance and business management; Compelling leader with a proven track record of consistent superior performance.

Summary of Functional Qualifications

PROFESSIONAL EXPERIENCE
FIRST PRIVATE BANK & TRUST – Santa Monica, CA
VICE PRESIDENT OF OPERATIONS
May 2008 to Present

Recruits, selects, trains, and supervises all operations liaisons and specialists for the Market as well as other duties as assigned. Acts as a main point of contact for operational and administration inquiries from the home office, regional office and other branch associates. Resolving complex client inquires. Key Accomplishments: • Provides guidance to associates within own unit regarding procedural, technical and operational changes. • Develop highly effective security and fraud prevention policies and procedures; ensure staff is properly trained in these areas BANK OF AMERICA – Santa Monica, CA/ San Jose, CA June 2006 – February 2008 VP, BANKING CENTER MANAGER III Directly working with customers to build relationships, undercover and satisfy their needs through the sale of financial products and services, while running all aspects of an efficient and productive branch. Took overall responsibility of a high-impact turnaround banking center with over 23 FTE. Key Accomplishments:
Creating workforce stability by cultivating an engaged, enthusiastic, and well-coached team Generating sales leads through community outreach activities and developing business partners, while building internal relationships. • Conducting and approving quarterly and yearly performance evaluations of associates, plus developing and monitoring individual quarterly development plans for all direct reports Achievements & Additional Roles: • •

• Annual Award of Excellence 2006, Ranked 3rd out of 900 banks in the West Division • Four-time Quarterly Award of Excellence winner 2006 • Cluster Leader of 6 Banking Centers • Appointed as Market Credit Real Estate Champion BANK OF AMERICA – San Jose, CA June 2003 – May 2006 BANKING CENTER MANAGER II
Continued…

Ensuring the audit/compliance procedures of the center are followed, while maintaining the highest level of customer service. Supervising and coaching teams on the proper behaviors, sales techniques, service expectations and compliance guidelines, while modeling the same. Key Accomplishments: • Developed and Executed quarterly action plans to exceed performance goals • Implemented Community Involvement plans to increase incremental sales • Ensured operational soundness through development of internal processes

WELLS FARGO BANK – Sunnyvale, CA March 2001 – June 2003 PRIVATE BANKER Manages full-service banking relationships with upper mass affluent community banking customers. Identifies full balance sheet cross-sell opportunities for client and effectively leverages partnerships to evaluate those opportunities. Monitors changing needs and recommends strategies that utilize company products and services. Key Accomplishments: • Executed strategic sales techniques resulting in a solid account base and consistent performance above quotas • Consistently recognized for exceeding quarterly sales goals; receiving awards for Top 10% in sales WELLS FARGO BANK – Sunnyvale, CA October 1998 – March 2001 PERSONAL BANKING OFFICER Articulates banks products, benefits and advantages; relative to competitor offerings. Developing a thorough understanding of customer requirements, through usage of consistent communication gathering information and effectively presenting solution value to the customer and closing the opportunity. Key Accomplishments: • Strong track record of successful and consistent prospecting via cold calling and partnering related activities

EDUCATION AND CREDENTIALS
Bachelor of Science in Finance SAN JOSE STATE UNIVERSITY – San Jose, California Professional Training: Dale Carnegie Sales Training Account Management Systems Leadership & Team Building