Dynamic sales professional with 15 years of consumer, business and mortgage banking experience
Consistently forges strong relationships by genuinely connecting with people in a way that creates a familiar feeling, and a sense of community.
Passionate leader with exceptional ability to work with partners across several business lines to sell multiple products/services.
Proven ability to exceed sales expectations in an explosive growth environment, while undertaking additional leadership roles, all while maintains operational excellence.
National Executive Council Member 2016 - Assisted senior leadership nationwide with the creation and detailed build out the Complex Treasury and Complex Credit Sales Processes. In doing so, we clearly identified and incorporated much needed accountability within the processes to include SLA times, all in efforts to keep all partners on the same page throughout these processes, clearly identifying everyone's roles and responsibilities within credit or treasury on-boarding. AND to provide the best overall client experience. Working with other top performers across the business line, our year long project ultimately resulted in implementation into the newly created Integrated Small Business Playbook; a single source reference guide for Small Business Bankers and Client Managers. Confidently represented my team in the eloquent presentation our project to notonly Senior leadership via tele-presence, but on National Small Business Sales Calls with positive feedback. 2015 5/5 Star Banker 2016 4/4 Star BankerFirm believer in importance of delivering the entire enterprise.
Mentor - called upon to act as a mentor to newly onboarded SBB's to coach them to daily routines and best practices, to assist manager in setting example of how to be successful within role
Proven successbuilding strong consistent partnerships with Financial Centers, Merchant partners, Merrill and other key partners within the organizationLeverage external network of Centers of Influence to drive new households to the bank through various lines of business by capitalizing on positive reputation within the industry.
Coaching and education of partners on how to identify small business referral opportunities by taking the time to learn what motivators work best for each partner or team member to encourage productivity and understand the value it brings to the client.
September 2014-CurrentVice President Small Business Banker | Bank of America | Newtown, PA
Responsible for growing the profitability of the small business customer base and will lead with a primary deposit relationship. Working with business $250k up to $5 million.
Accountable for prospecting and acquiring new priority small businesses, as well as retaining and deepening existing relationships.
Analyzes the client's financial condition and recommends financial solutions to best meet the client's business and personal needs.
Ability to build new relationships and maintain strong relationships with small business owners. • The SBB will identify client needs and will coordinate client involvement with other product specialists.
Works closely with the following partners: Banking Center, Customer Contact Center, Merchant Services, Business Banking partners and other leadership to deliver an integrated and seamless Bank of America experience for these clients.
Prospect, cold call, network and develop new business opportunities within the small business banking community, within a specific territory. Well versed in all Bank of America products and services to ensure relationship building opportunities