An Award winning Operations/Territory Manager with a successful background in the Financial Services Industry. I am a Decisive team leader with a motivating and persuasive communication style. Offering 18 years of experience in sales and 5 years management experience.
Skills
Business to Business sales
Business development
Powerful negotiator
Enthusiastic yet professional demeanor
Strategic account development
Critical and creative thinking
Strategic planning
Staff training/development
Recruitment
Coaching and mentoring
Marketing and sales
Work History
Sales Account Executive, 03/2019 to 10/2019 Aaa Of Southern California – Scarborough, ME,
Completed 5 new C-level appointments weekly
Minimum of 39k in new business per month
Needs analysis with HR decision makers to identify areas of opportunity to provide Paycor solutions
Demonstrate Paycor’s product line and how it will benefit new clients
Develop and maintain excellent relationships with Bank, Broker, and CPA referral partners
Assist in all conversion processes for new clients to ensure successful onboarding experience
Drive client satisfaction by partnering with Paycor Client Services team
Maintain accurate records of all interactions in Salesforce CRM
Developed and managed strong and growing pipelines of prospective small business customers
Director of Operations, 10/2014 to 03/2019 Leidos – Gaithersburg, MD,
Led team of 35 remote and local employees
Handled all escalation and complaints to make sure clients were satisfied
Increased revenues by 30% year of year
Track sales team metrics to stay on pace for all annual goals
Evaluated current service needs and product satisfaction levels with established customers
Planned and conducted weekly staff trainings, with emphasis on customer service, prospecting and closing techniques
Observed each employee’s individual strengths and initiated mentoring program to improve areas for growth
Led business planning, developed market strategy and established direct procurement of products
Developed and implemented high-quality work environment as measured through employee satisfaction ratings
Streamlined efficiency, reduced labor hours and boosted profitability to optimize overall productivity
Led employee performance reviews and discussed improvement strategies with each team member
Directed training improvements to reduce knowledge gaps and eliminate workforce performance inefficiencies
Developed new promotional strategies to increase customer base and market share
Personal Banker II, 09/2012 to 10/2014 Frost (Cullen/Frost Bankers) – Sugar Land, TX,
Exceeded all required goals and metrics for 15 months consecutive
Handle customer complaints timely to make sure clients were satisfied
Qualify/Sell of business bank and treasury management products
Educate and train staff on changes to regulations and policies as needed.(FDIC, OCC, BSA, ETC)
Build relationships with key decision makers and match Clients with right solutions for their needs
Maintain high level of client satisfaction by generating, managing and servicing branch deposit portfolio of 28MM
Responsible for sales, proper loan structuring, client interviewing and perceptive character judgment
Expanded client base through consistent product promotion and sales strategy
Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services
Networked to build client base and promote products to new and existing clients
Created strategic financial solutions to suit individualized client needs
Continually boosted branch production and revenue by 25%% by consistently meeting all monthly and quarterly sales goals
Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs
Personal Banker II, 09/2008 to 09/2012 Frost (Cullen/Frost Bankers) – Addison, TX,
Exceeded all monthly goals by minimum of 20%(New Accounts, Deposit, Loan, Referrals)
Retain, and expand banking relationships with clients by profiling and tailoring financial solutions to satisfy specific client needs in order to meet established individual and team goals
Handle customer complaints to make sure all clients were satisfied
Provide quality, personalized service to ensure customer satisfaction and retention
Utilize technology resources to complete required client files, documentation, and other administrative work
Adhere to and enforce Banking regulations and Bank policies and procedures to mitigate risk and fraudulent activities
Educate and train staff on changes to regulations and policies as needed.(FDIC, OCC, BSA, ETC)
Show coach tellers on properly referring leads to bankers
Networked to build client base and promote products to new and existing clients
Achieved recognition from management for 18 consecutive months of meeting sales targets
Continually boosted branch production and revenue by 35% by consistently meeting all monthly and quarterly sales goals
Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs
Education
High School Diploma: , Expected in 2001 John Jay High School - San Antonio, TX, GPA:
Accomplishments
On pace for annual Platinum Club averaging over $39k in sales per month on a $450k quota
First year Conference winner exceeding $350K in annual sales with Paychex.(Won trip to Hawaii)
Quarterly dinner winner for exceeding 125% of quarterly quota with Paychex
30% revenue increase year over year with HydroClear
Annual cruise winner for exceeding revenue growth and sales goals with HydroClear
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