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0-5 years of experience
Managed and monitored a commercial banking portfolio of $35MM consisting of loans and deposits.
- Actively prospected new commercial relationships with minimum annual revenues of $3MM to $10MM; industry focus was healthcare, wholesale, and manufacturing.
- Increased the commercial portfolio in less than 6 months with $5.5MM in deposits.
- Monitored and evaluated client profitability and return on assets for the bank.
- Provided financing for medical clinics, PCP's, MRI, and sports rehabilitation.
- Developed the commercial deposit portfolio from $16MM to $21MM within first six months.
- Implemented sales tactics and strategies to increase market share for the surrounding commercial banking market and provided 15-20% growth year over year.
- Coached, trained, and supported 13 branches and mentored Business Bankers in commercial lending and increased results for their respective branches.
0-5 years of experience
- Increased market share by 13.2% by developing targeted commercial campaigns
- Improved operations efficiency by 30% by training and supervising the staff responsible of operations in the clients side
- Improved the performance metric measuring process, which reduced the information availability waiting time in half and provided a more accurate information.
- Guided the strategic marketing approach towards our clients by creating customer segments based on their business performance
- Organized events which strengthened the commercial relationship with our clients
0-5 years of experience
Responsible for business development, project management, technology, and philanthropic giving
- Managed relationships with foreign government officials and stakeholders across multiple industries including mining, gaming, property development, beef production, and tactical weaponry
- Demonstrated ability to attract and close new business with multiple six-figure initial investments
- Composed legal documents and managed due diligence for multi-million dollar capital raising ventures while leading a team of analysts to de-risk projects
- Constructed and optimized global supply chains for new and existing clients
6-10 years of experience
Spearhead and direct business development, premier book deposit management and account management. Cultivate customer relations to bolster sales performance and relationship ratio. Administer and schedule consultative sales, lead generation, cold-calling, and assesses credit risk for all business lending scenarios. Analyze borrowers business operating environment and financial conditions. Mitigate and assess borrower's repayment ability. Liaise and collaborate with Controllers, CEO's, Presidents and business owners. Review weekly business development activities. Oversee and benchmark sales of banking accounts, commercial real estate loans, cash management and business lines of credit.
- Championed business banking portfolio management of 17 financial centers
- Achieved double digit deposit balance growth six consecutive quarters
- Propelled and elevated the SE region, securing the highest new relationship and cross sell ratio.
- Built reputation for leading the region in new account volumes, business loans, and overall growth.
- Earned the Chase National Achievement Award for top 10 banker in the nation 2008, 2009, 2010.
6-10 years of experience
Currently manage the existing customer base with the objective of growing the product base and maintaining margins. Previously managed the sales support functions of the Regional Contract Division.
- Implemented proposal development processes by privatization of label substitution and SKU rationalization, reducing budgetary costs by $1.2M.
- Coordinate cross-departmental collaboration on product research and pricing options in order to satisfy potential customer business needs.
- Managed the introduction of new office products and technology offerings to key Fortune 500 accounts.
- Managed overall business development activities relating to new prospect identification, funnel management and marketing campaigns.
0-5 years of experience
- Maintained and grew portfolio of more than 150 business client relationships comprising more than $28 million in assets and liabilities
- Performed role as banking advisor to small business owners
- Served as business banking specialist to one of the bank's largest branches
6-10 years of experience
Managed large cross-functional projects for logistics, distribution, sales, forecasting, inventory, supply chain, infrastructure, and finance with a project team of 12+ people. Managed multiple projects simultaneously. Mentored and trained team members on project management and building relationships with stakeholders. Served as Business Relationship Manager for all logistics and distribution projects and support issues for Southeast Region that included 50+ plant and distribution facilities.
- Projects saved $100K+ annually in system support costs. Managed projects to implement ERP system in five Dean Food Divisions that required significant software enhancements. Each division included from 2 to 34 facilities. Duration of projects, 42 months.
- Managed three company acquisition projects, implementing ERP system. Duration of projects, 12 months.
- Projects saved $6M+ annually. Managed multiple projects to provide suggested sales by customer in handheld computers, used by 5K route drivers, based on customer and route attributes and customer inventories. Duration of program, 24 months.
- Program saved $3M+ annually. Managed projects to interface four ERP systems to Lean Logistics TMS for third party carriers. Duration of program, 48 months.
- Implemented PMO methodology and processes. Mentored internal and contract Project Managers. Coordinated multiple projects as part of program.
- Utilized SDLC and PMBOK methodology using Daptiv, Microsoft Office, and Microsoft Project software.
- Managed/Created project documents (project charter, business requirements, WBS, risks log, issue log, budgets, project plan, change management, vendor SOW, functional specifications, testing plan, training plan, implementation plan, and lessons learned) for all projects. Project's size medium to complex (400 to 7,000+ resource hours).
- Managed projects that included complex software development, QA testing, and UAT.
- Consistently completed projects on time and within budget.
- Worked with Stakeholders at all levels from senior corporate and regional management to department managers and supervisors.
0-5 years of experience
Effectively acquire, manage and grow profitable account relationships with business customers.
- Ensure the overall growth and success of an assigned portfolio by deepening relationships with existing customers and new acquisitions.
- Continually partners with existing customers in order to fully understand their businesses, goals, and challenges.
- Proactively assesses client's financial needs in order to formulate a business plan and deliver an effective solution.
- Perform effective financial analysis in credit, cash flow, and collateral.
- Drive business revenue for assigned branches.
- Demonstrate strong interpersonal skills and provide exceptional service throughout the client relationship process.
0-5 years of experience
Implement robust external sales plans that expand new customer base, to grow assets, loans and deposits, and to increase profitability by leveraging [company name]'s products and services
- Achieve and exceed sales goals of $2.5 million through business generation
- Generate new business through prospecting, outside calling, networking, and referrals
- Increased new client growth by 127% within one year
- Collaborate with Regional Manager and/or Branch Manager to develop and implement customer centric strategic
- Maintain and apply a thorough understanding of the bank's credit policy, client eligibility and all necessary business
- Understand the client's business environment, strategies, and industry to better determine their credit
- Actively participate in local and regional business functions
- Provide senior management with input regarding current policies and practices of competition, when appropriate.
- Coordinate and organize targeted campaigns and events
0-5 years of experience
Manage a portfolio of over 100 business relationships $0-5 million in annual sales.
- Responsible for expansion of portfolio through a combination of new business development and cross
- Strong knowledge of selling Treasury Management services. Consult customers on all deposit and credit
- Actively engaged in my community through several organizations building rapport with business owners and decision makers, as well as referral sources.
- Strong leadership skills and understanding of various phases of sales management, including planning,
6-10 years of experience
Supporting the Marsh Operations, Compliance, Finance, Finance Reporting and HR divisions with all their IT needs by delivering system and product solutions within the budget, quality, resources and schedule constraints. Fully understand the strategic and operational objectives of each business department to ensure the efforts of all IT teams come together in a cohesive release for the business partners. Collaborate with the Senior and Executive Business management to support the business Transformation project where all business processes and workflows are being streamlined to achieve maximum efficiencies across all 17 locations worldwide. Actively supporting and continuously enhancing 40+ Marsh systems that spread across 10,000+ user base globally.
- Develop and drive business strategy by promoting effective relationships with IT to ensure open communication and consistent delivery based on business priorities
- Provide IT consulting and advisory services to the business leadership to aid in making solid business decisions
- Continuously produce time and cost saving system improvements via automating and enhancing the existing system processes to better serve business needs
- Project managing the project portfolio of 40+ different systems for all development and maintenance activities
- Accountable for the prioritization of systems' requests to achieve business goals
- Ensure projects are undertaken in alignment with the most appropriate technologies
- Ensure that all technologies maximize the return on capital investment
0-5 years of experience
Coordinated with senior leadership across the Sourcing, Product Development and Logistics functional areas in building solution strategies in support of each function's long range strategic plans
- Managed a team of internal and external Business Systems Analysts and Software Engineers in following the full SDLC lifecycle of multiple strategic projects for each functional area
- Supervised a team supporting a variety of Sourcing applications covering Product Development, Product Safety and Quality Management capabilities
- Liaison between each business function and the IT Solution Delivery / Support teams, advocating for continuous improvement of application capabilities to improve business process performance
- Led an RFI, RFP and solution selection for a Product Compliance and Quality Management packaged solution
0-5 years of experience
Maintain current customer base of over 90 clients through profiling and cross selling products to meet clients' needs as their business continues to grow.
- Solicit new customers through relationship building by profiling and uncovering needs of the customer and effectively presenting the solution to the customer.
- Analyze financial data to determine the best product to meet the customers financial needs
- Review title and appraisal for commercial real estate that liens and values follow corporation policies
- Partner with additional departments with the bank to uncover additional opportunities in order for the customers to succeed financially
0-5 years of experience
Effectively acquire, manage & grow profitable account relationships with business customers that have annual gross sales of less than $20MM
- Responsible for the overall success and growth of assigned sales territory
- Act as relationship manager to existing customers & provide financial advice
- Determine customer's commercial loan and deposit needs and deepen existing customer relationships
- Customer's advocate in securing suitable credit & cross sell products/services
- Acquire new business customers through prospecting and relationship building
0-5 years of experience
Serve as the Client Relationship Manager between Bank business units and local and National Information Technology. Significant knowledge in subject matter pertaining to both IT and the business. Develop relationships and consults with senior executives and client business leaders to understand their business environment and provide proactive, strategic IT consultation and solutions. Support clients and helps shape IT strategy through the development and implementation of local and National IT infrastructure and applications development initiatives. Drive the strategic delivery of solutions for the business units served. Provide valuable input on leadership and direction of the IT department.
- Provide strategic IT counsel and direction to the Bank's business areas by engaging in strategic department planning and staff meetings. Build and foster strong partnership between local clients and FRS IT service providers.
- Act as an advocate for the business line, consulting, communicating, explaining, and advising on the capability of local and national FRS IT services.
- Coordinate projects to implement solutions for the business to ensure that business challenges are met with solutions increasing value to the business areas.
- Keep current on industry activities that could impact clients, business areas and IT programs.
- Acts as change champion and agent promoting IT innovation and continuous improvement throughout the organization.
- Trusted consultant and strategic advisor to bank business divisions.
0-5 years of experience
Prospect businesses with revenues up to 10 mil in assigned territory to acquire
new business relationships, credit, and cash management
- Develop and work centers of influence to expand client base
- Profile new and existing clients to ensure cross-selling of deposits, credit, and cash management
- Coach and mentor 5 Small Business Specialists to prospect, cold call, and have quality agenda based appointments
- Identify consumer sales opportunities among business owners and refer to bankers and branch specialists
- Identify larger businesses and refer more complex clients to higher channels
- Call my portfolio clients quarterly to ensure their satisfaction with Chase and to discuss potential opportunities and future plans
0-5 years of experience
Prospection and maintenance of a portfolio of clients which are companies with and annual gross
income between $3MM and $20MM
- Assist business owners in achieving their financial goals by providing intelligent financial solutions regarding investments, loans, payables, receivables, international trade, cash management and others.
- Work with product partners, analyze, evaluate and develop a tailored relationship strategy for each
- Monitor, on an ongoing basis, information concerning customer financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced
6-10 years of experience
Manage the education and training of new clients and develop processes and customized training guides to improve client on-boarding.
- Provide consultative guidance on FCRA, state and federal compliance regulations and communicate industry best
- Responsible for client contracts, proposals, set-ups, closures, pricing adjustments, invoice accuracy and retention.
- Conduct regular client reviews and provide reports to insure understanding of client and their unique needs.
- Manage partner portfolios to drive additional revenue and value to achieve partner strategic goals.
- Act as a client advocate to drive system enhancements and improvement in the customer experience across the business.
- Create and maintain project plans for client integration implementation and roll-out.
0-5 years of experience
Sales position Responsible for acquiring, managing, and growing a portfolio of 200 profitable business banking customers up to 20 million in annual sales.
- Focused on growing revenue businesses by delivering an effective variety of financial products and services in order to help business banking clients grow and evolve within their business markets.
- Product knowledge in the areas of Foreign Exchange, Treasury, Credit, Payroll, Insurance, and Merchant services.
- Experience with risk management and compliance guidelines, credit underwriting criteria and business financial documentation.
- Strategy consulting experiences in the areas of training new employees cross sell, product, and compliance training for current employees.
- Analyzing pricing proposals models and loan structuring models for business banking clients with complex business banking needs. Presenting pricing proposals and loan structures to business owners, board member, and CPA's while pricing to remain competitive within a competitive banking environment with an emphasis on profitability and cost structure to the bank.
- Virtual Team Partnership Experience along with multi-level management partnerships.
- Project Management experience in the areas of data analysis, execution plans, and partnership strategies.
0-5 years of experience
Perform BRM responsibilities to help customers make sound business decisions. Function as customer liaison for diverse National Broadband customers to ensure quality solutions are delivered that exceed their requirements.
Make certain that Service Delivery customer interactions are measureable throughout the project life cycle.
- •Responsible for the accuracy and timely handling of issues and risks, monitoring and delivering project updates and ensuring issues are documented and resolved. Manage installation of customers' products and services.
- •Develop playbooks for National Account Operation Managers (NAOMs), Service Desk Agents, value-added resellers and National Broadband Aggregation and managed services customers.
- •Perform business process re-engineering activities to streamline workflows and to deliver quality products.
- •Conduct project risk assessments to analyze, review, and continuously improve customers' satisfaction and Service Assurance metrics.
6-10 years of experience
Account representative in charge of managing 1,000+ customer accounts
- Monitor progress of jobs and inform clients of status of cases
- Respond to customer queries in a timely, professional manner
- Effectively managed client expectations
- Assist in Forensics services
10+ years of experience
- Sales in Deposit, Lending and Treasury Services for Business Managed clients.
- Work closely with COI's for expansion and attraction.
- Manage customer service and resolve client issues.
- Manage and grow a portfolio book of 150+ clients.
- Review branch profitability on a monthly basis to identify opportunities for balanced
0-5 years of experience
Acting as a liaison between the client and bank operations, Relationship Managers, sales officers, and vendors to deliver quality service to the customers.
- Implements and services high complex treasury service management and products
- Acts a single point of contact throughout customer requests and timeframe of customer history
- Provides leadership and guidance to less experienced team members by implementing training and coaching.
- Works with peers and customers to complete compliance and documentation requirements, also including monitoring overdrafts and RCS/TRE alerts for wires.
0-5 years of experience
Acquire and develop an in-depth relationship with new small business clients
- Expand relationships with existing small business clients by developing a comprehensive understanding of their financial needs
- Utilize Centers of Influence (COI) to source the acquisition of profitable relationships.
- Refer to other Lines of Businesses (LOB) to leverage our capabilities to better serve our clients with the right products and services
- Assist the branch team to achieve consumer goals by cross-selling consumer products to deepen relationship with small business owners and employees
- Ensure clients receive excellent customer service each and every time
- Comply with banking policies and procedures to minimize risk and bank loss
- Assist team members in operation and service needs by demonstrating knowledge of different systems
0-5 years of experience
Acquire business - Prospect in the assigned territory to bring in new business customers, and develop and work with Centers of Influence to expand the customer base
- Expand and retain relationships - Profile new and existing business clients to ensure cross-sell of deposits, credit, and other bank products. Managed a portfolio of approximately 100 - 150 Clients
- Partner - Work with other bank partners to uncover sales opportunities among both current and potential business customers. Provide a high level of customer service to business clients and manage the banking relationship
- Refer - Identify Consumer product opportunities among business owners and refer to other specialists to effectively capture. Identify larger business opportunities and refer more complex customers to the RM2 Channel.
0-5 years of experience
- Earned promotion following superior performance and achievements.
- Maintain a portfolio of high value client among several branches.
- Identify business opportunities through network of contacts and prospecting and drive profitable business
- Expand portfolio by cross sell opportunities and referrals.
- Analyze financials and tax returns
6-10 years of experience
Negotiate property settlements in lieu of litigation, complex title issues and loss mitigation efforts and attend hearings and mediations on behalf of company.
- Manage attorney performance and allocate preference based on Key Performance Indicators and collaborate with attorney on procedures leading to a beneficial business relationship.
- Develop and implement strategies to reduce aged loan inventory to achieve optimal performance for investors through reporting analysis
- Manage vendor relationship - identify and resolve reporting communication and system barriers.
0-5 years of experience
Coordinate all correspondence to business partners and clients
- Direct liaison for all clients and business partners
- Organize and coordinate business partner and client appreciation events
- Track deadlines for all contracts and ensure a timely execution
- Assist in organizing work flow and establishing project schedules for increased efficiency
- Manage team of 3 people
- Manage and mentor all Loan Officer Assistants on more efficient ways to process files
- Create and teach monthly training class
- Evaluate and solve all file problems with Loan Officer
- Assist with hiring of loan officer assistants
- Create end of month reports and manage pipeline as needed
6-10 years of experience
- Manage a portfolio of clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients.
- Use knowledge of business, finance, banking, credit and risk management to identify, recommend and promote products and solutions that best serve the client while still working within risk parameters that protect the bank.
- Build relationships by calling on existing clients to truly understand their businesses and analyze product and service growth opportunities that ensures profitability of portfolio.
- Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of business clients.
0-5 years of experience
Focused on company sizes up to $10MM
- Sourced new business and market penetration
- Presenting new deal
- Number one banker of the year award
6-10 years of experience
- Interviewed perspective candidates for potential positions.
- Responsible for developing and maintaining relationships with various clients.
- Responsible for making cold calls to generate new business and customers.
0-5 years of experience
Acquiring business up to 10M Revenues - Prospected in the assigned territory to bring in new business customers, and develop and work with Centers of Influence to expand the customer base within the RM Channel. Responsible for developing and servicing relationships with high-end small businesses and complex accounts resulting in P&L growth. Commercial client acquisition focuses upon deposit (DDA) gathering and loans exceeding $250,000. Consistently met or exceeded Deposit and Lending Goals.
- Expanding and retaining relationships - Profile new and existing premier commercial clients to ensure cross-sell of deposits, credit, and other bank products. Follow up on all business accounts to ensure the Client banking needs are being met and full opportunity has been captured. Created advisory role for direct contact with client to help achieve client's business goals and be one stop source of solutions for clients.
- Partnership - Leverage other bank partners to uncover opportunities among both current and potential business customers that meet their needs. Provide a high level of customer service to business clients and manage the banking relationship. Work closely with other bank departments like, cash management, merchant services, treasury services and Commercial Lending.
- Refer - Identify Business and Consumer product opportunities among business owners and refer to other specialists to effectively capture. Identify larger business opportunities and refer clients with higher credit or other needs to appropriate Channel.
0-5 years of experience
Manage business banking portfolio consisting of 130 clients
- Loan growth by providing credit needs, including commercial real estate, working capital lines of credit, equipment finance, installment loans, and credit cards. Process includes client interview, financial analysis, loan structuring, and collateral determination to make sound loans to protect the bank's assets while meeting the clients' needs
- Deposit growth by consolidating outside banking relationships, including cash management solutions
- Acquisition of new business relationships by outsides sales calling and partnerships with centers of influence
0-5 years of experience
Manage a portfolio of established Business Premier Clients, while serving as a primary point of contact for all client related needs
- Maximize profitability through new acquisition of deposits, lending, and cash management needs
- Procure new client relationships through business networking, Centers of Influence, branch partnerships, and self-sourced and cold calling efforts
- Analyze current cash cycles for new and current clients to recommend ways to improve cash flow
- Facilitate credit requests for established business clients for equipment financing, business term loans, and Commercial Real Estate
- Serve as a trusted advisor for Business Clients in order to maintain and deepen existing client relationships
- Partner with other lines of business such as Merchant Card Processing, Senior Relationship Managers, Specialty Finance Officers, and Financial Advisors to cross sell and deepen relationships
- Manage a proprietary CRM system to ensure timely contact with all portfolio clients
- Enhance client experience and maintain profitability within the bank
- Mentor Branch Business Specialist to identity and refer higher revenue clients to Business Banking
0-5 years of experience
Provides product and service purchasing guidance; while ensuring satisfaction
- Evaluating potential provider's reputation, resources and expertise
- Liaison between IT department and customers
- Identify and recommend opportunities to maximize customer satisfaction
- Prepare reports on the various aspects of business relationships
- Analyze and advise on new business opportunity
- Work with our vendor's marketing departments to discuss lead generation and promotions for clients
- Work closely with IT department making sure partner programs and requirements are up to date
- Track modifications and developments within the industry
- Maintain minority diversity supplier certification locally and nationally
6-10 years of experience
- Responsible for needs assessment, business case development, and planning of [company name] sponsored
- Prepared project proposals used by Project Review Boards and Executive Project Committee for investment
- Responsible for solution option analysis, engaging with Enterprise Architecture, SMEs, and appropriate vendors to identify viable options and provide justification and recommendations to internal clients.
- Matured relationships with internal clients from transactional interactions to consultative and strategic discussions through development and evolution of Opportunity Assessment process.
0-5 years of experience
- Reporting to the EVP of Sales, Marketing and Underwriting, analyzes work processes to find ways to improve efficiency and identify opportunities for automation and cost reduction
- Aligns IT efforts with the business’s needs to facilitate maximum return on projects
- Stewards the discovery and project request process on behalf of their business units and works with IT on project prioritization
0-5 years of experience
Build internal and external relationships to provide best in client advice and service. Manage existing and deepening client relationship, and simultaneously growing the portfolio by prospecting for new business.
- Use expert knowledge of business, finance, banking, credit and risk management to identify, recommend and promote products and solutions to best serve the client, while working within risk parameters of the Bank.
- Manage a disciplined marketing process by identifying strategies necessary to effectively maintain and build relationships with clients and prospects.
- Analyze necessary information to develop timely, accurate and complete credit recommendation, and monitored portfolio to identify potential deteriorating credit situations and take appropriate actions.
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