Multiple talents to move a company forward, have been integral in every facet of a small business start-up. Worked for over 15 years in the banking industry after working as a financial analyst building and interpreting reporting processes. 6 years with the Florida Department of Revenue and in Public Accounting. Work well in a fast-paced changing environment with problem-solving on the fly. Client-focused Technical Sales Representative offering 25 years of providing top-notch solutions to customers. A driven professional with the understanding that great service results in lasting client relationships. Achieve industry-leading customer and revenue growth by leveraging top-notch abilities in networking and lead development. Demonstrated success in converting prospects into customers, servicing accounts and maintaining consistent sales levels. Skilled relationship-builder, communicator and multi-tasker.
· Regions Bank - Chairman’s Club 2008 top 15% of all branches
· Chase Bank – National Achiever 2016 top 10% of all branches
· Regions – award for 2008 600% of deposit growth goal
· Regions – recognized for 0% turnover for 6 years
· Chase Bank – 40% year over year growth
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- New business start-up developed all marketing materials and corporate branding.
- Utilized marketing, banking, and finance skills to build brand.
- Built proformas for international government entities up to 1 billion dollars.
- Integral in base case modeling in excel and designed all marketing design.
- Slicks, power point presentations, and logos.
- Combined team input to develop proposals for multiple international bids.
- Worked directly with international investment bank to secure project financing.
- Recommended environmentally friendly waste to energy solutions and explained features and costs to help customers make educated buying decisions.
- Enhanced success of advertising strategies by boosting engagement through social media and other digital marketing approaches.
- Developed and utilized financial reports to assist leadership with key decisions and se of operational targets.
- Computed total costs and profit requirements for customer sales to provide accurate pricing.
- Researched potential clients and markets to prepare for appointments.
- Identified prospect needs and developed appropriate responses along with information on suitable products and services.
- Consumer, business, and mortgage lending growth
- Scheduled and conducted One Bank Meetings to refer to Lines of Business
- Developed an annual branch business plan for maximum profitability and effectiveness
- Presented trainings for Identity Theft and Financial Wellness •Attended networking opportunities to maximize loan and deposit growth
- Developed external and internal COI’s to refer business consistently
- Responsible for day to day operations of the branch
- Implemented new initiatives of the bank in the branch and responsible for achieving the goal
- Responsible for coaching, performance appraisals and yearly reviews.
- Encouraged employee development and promoted management staff from within.
- Upheld stringent bank standards for loans, money handling and legal considerations.
- Built and maintained productive relationships with internal and external C-level executives to facilitate business success.
- Supervised branch operations and made continuous improvements in each area.
- Provided direction and leadership to all employees to maximize productivity and bottom-line profitability.
- Represented bank at community events to establish strong ties and promote business.
- Utilized up-to-date information to make effective decisions governing bank operations.
- Uncovered and resolved strategic and tactical issues impacting sales management and business operations.
- Boosted branch sales by developing and deepening customer loyalty through incentive programs.
- Branch Management position accountable for soliciting business accounts and developing strategic alliances with clientele.
- Deepen Relationship with current customers to Cross-sell banking services and products.
- Meeting with perspective and current customers to customize solutions to their financial needs.
- Participate in community events to position the bank as a leader within the territory.
- Extensive knowledge of loans both real estate and business.
- Customer Service oriented with an emphasis on relationship.
- Supervised branch operations and made continuous improvements in each area.
- Directed staff of 10 personnel and managed budget totaling $20,000,000 annually.
- Encouraged employee development and promoted management staff from within.
- Provided direction and leadership to all employees to maximize productivity and bottom-line profitability.
- Represented bank at community events to establish strong ties and promote business.
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Resume Overview
School Attended
- Florida Southern College
- Florida Southern College
Job Titles Held:
- Technical Advisor/Sales
- Branch Manager/Vice President
- Branch Manager/Asst. Vice President
Degrees
- Bachelor of Science
- 5th Year Accounting
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