Results-driven commercial banking relationship manager and business development professional who exceeds revenue goals, quickly develops new accounts and achieves high customer service satisfaction ratings.
Grew assets under management and revenue production consistently.
Ranked as a top performer, exceeding sales goals annually.
Created successful strategies to develop new relationships and expand existing relationships
Recognized for performance in loan, cash management, deposit and line of business referrals
Developed and manage portfolio of 40 clients that yield $3 million in annual revenue
Annual sales goal of $10MM in new assets and $250M in new revenue
Target market of business' between $10-$100 million in annual sales
Fluent in commercial credit, able to craft credit memo and perform financial analysis on prospects and clients
Executed client credit management and risk adjusted return on capital modeling
Client base that requires breadth of services including global and domestic treasury management, capital markets (FX, commodities, derivatives), leasing, institutional investing, private banking and more.
Managed/Grew existing business portfolio
Develop new target market clients for the portfolio
Target market of $5 to $50 million in annual sales
Turned prospects into clients for demand deposit services, business credit products, payroll services, foreign trade letters of credit, treasury management services, merchant processing, capital markets, retirement planning, wealth management and community reinvestment.
Expert with all desirable industries
Acquired new business deposit and credit clients in Chicago and metro area
Focused on target market business' with $5 to $50 million a year in annual sales
Strengthened existing and developed new centers of influence and referral networks/resources
Attained top two in Illinois market in new deposits in ‘08
147% to goal for client acquisition in 2008
Small business specialist in retail bank environment.
Achieved at least 100% of incentive plan consistently, often over 150% of plan
Deepened/managed business relationships with focus of developing new relationships
Million Dollar Club in Q1&2 2006
#1 banker for investment referrals in Chicago East New Build Market in 2006
Member of University of Illinois Fighting Illini Football Team 1997-1998
Vice President of Illinois Chapter of an International Fraternity 1999-2000
Treasurer, Board of Directors Chicago Metro AEYC 2010-2012
Volunteer with various non-profits in the areas of medical research,homelessness, canine rescue & adoption, and secondary education.
Have held Series 6, 63 & Illinois Life and Health Insurance Licenses
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