Casselberry, FL 32707

E-mail
Phone: 407-592-1085
Diana L. Cox
Objective
To obtain a position in Business Banking allowing me to utilize and expand my ex
tensive sales, marketing, and customer service skills with a positive diversifie
d financial services company that appreciates a strong, motivated, disciplined s
elf-starter and leader.
Professional Experience
May 2008 to April 2010 Mercantile Bank Winter Park, FL
Commercial Banking Relationship Manager, Vice President
* Build, service and grow book of business (with annual sales up to $25 million
)
* Manage entire banking relationship finding creative ways to meet financial ne
eds in a down market including but not limited to loans, bank accounts, investme
nts, and financial planning
* Partner with retail branches and other lines of business internally
* Networking outreach finding new businesses to bank constantly
Mar 2008 - May 2008 Federal Trust Bank Winter Park, FL
Business Banking Relationship Manager, Vice President
* Build, service and grow book of business clients for 3 branches
* Business development networking, setting up centers of influence
* Individually working with each branch manager for sales opportunities
Jan 2007 - Mar 2008 Wachovia Bank, NA Orlando, FL
Private Banker, Wealth Management, Asst. VP
* Build, maintain, service & grow a book of business ($51MM+) consisting of upp
er affluent individuals/businesses taking a holistic approach to meeting all of
their financial needs and planning
* Produce a monthly average of $1.2MM in loans and $800M in deposits
* Hold Series 6, 63, Life, Health, Annuities Licenses
* Maintain a strong referral network in and outside of the bank
April 1999 - Dec 2006 Wachovia Bank, NA Orlando, FL
Senior Financial Specialist, Assistant Vice President
* Maintain and strengthen existing consumer and commercial relationships
* Partner with all areas of product lines to fully service all clients
* Produce a monthly average of $800M in loans and new deposits
* Hold Series 6, 63, Life, Health, Annuities Licenses
* Maintain and develop strong referral sources for new business
August 1989 - March 1999 Sign It Quick Winter Park, FL
Owner, V.P., Sales and Marketing Mgr, Consultant, Estimator
* Opened and expanded new franchise to $2.5MM in sales and 1100 clients by 1996
* Ranked as top franchise - fastest growing store nationally
* Sold in 1996 and retained by new owners for sales and consultation
Education
Community Involvement
1999 - 2008 Investment College/Wachovia Orlando, FL
Licenses Held
* Series 6, 63, Life, Health, Variable Annuities Licenses
* Small Business Lending (Omega)
* Commercial Lending - RMA
1973 - 1977 Tift College/Mercer University Forsyth, GA
General Studies
* Freshman Class Superlative
* Board Member of Goodwill Industries of Central Florida
* Advisory Board Member for Small Business Development Center
* Volunteer Board for Community Care for the Elderly/Seniors First (High Tea)
* Member of Orlando Rotary (2 years)
References upon request.