In my current position I am responsible for the overall management of branch sales, service, operations, customer relationship building, portfolio growth, and overall profitability of my branch which has a total direct report of 6 staff members. I identify and manage profitable relationships with small businesses within the market by providing tailored business solutions, proactively anticipating clients needs and intimately managing our entire book of business towards exceeding sales targets. I Lead and motivate the Financial Services staff to maximize sales opportunities by increasing the depth of the customer relationships to generate profitable revenue and foster branch effectiveness. I model and motivate staff to operate in any sales environment that meets customer needs and enhances retention and customer loyalty. Highly skilled in verbal and automated presentation; developing the ability to effectively engage a wide variety of audiences from customers to management to associates.
Proficient in Microsoft office
Internal audit score of 99.2 on last Audit Cycle exceeding 90% minimum Requirement
Originated over $3 million in loan volume through professional networking, loan reviews and marketing.
Helped DM create strategies to develop and expand existing customer sales by cross sell to Book of Business resulting in a 15% increase in annual sales.
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