Business Banking Sales Manger
- Email:
- Donsellers@yahoo.com
- Tel:
- 3109800749
Summary
Astute, competitive, and accomplished professional, with exceptional product knowledge and business management skills honed through extensive background in commercial and retail banking, sales, research and analysis, and business strategic planning within the manufacturing, legal, and medical industries. Adept at formulating growth management strategies and comprehensive plans to motivate staff, boost productivity, and facilitate personnel development toward fulfillment of organizational goals and objectives. Interested in pursuing a challenging management position to leverage businesses within highly competitive work settings.
- Broad-based and hands-on experience in performing and supervising business and sales activities.
- Proven track record of success in developing strong relationships, escalating sales, revolutionizing services, and creating focused corporate strategies that meet marketplace objectives.
- Excellent communication and interpersonal skills to easily interface with business clients, C-level executives, staff, and other professionals.
Skills
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Education
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Experience
PROFESSIONAL EXPERIENCE
WELLS FARGO BANK, BEVERLY HILLS, CA | 2002–2011
Business Development Consultant
Took full responsibility in overseeing business development and relationship management for small-to-medium business banking relationships. Determined product and service solutions that meet client’s financial needs and benefit their business, while mitigating potential risks. Collaborated with other bankers and lines of business for the successful delivery of Wells products and services. Worked closely with key strategic partners, including wealth management and Wells Fargo advisors. Oversaw merchant and payroll services, foreign exchange, banking centers, and influential non-bank referral sources.
-Significantly increased annual gross sales of new and existing profitable accounts, from $2M to $20M.
-Expanded client base and market share through referrals and repeat business.
-Facilitated full sales life cycle to generate leads, leverage product knowledge, and steer P&L growth by proactively performing sales calls to new prospects.
-Regularly participated in more than 20 on-site client appointments, wherein 50% was on new business and 50% on cash management.
-Received various awards, including:
-Business Banking Group’s Top Gun Awards in Hawaii (2006) and Cancun (2004);
-Business Banking Group’s Billion Dollar Award in Las Vegas (2005);
-Group in Hawaii (2004); and
-Circle of Stars Retail in Los Angeles (2003).
-Consistently earned 31 quarterly sales awards, ranking in the top 10% in California from 2004 to 2008; positioned among the top 5% producer of new relationships in California from 2004 to 2008.
Branch Manager 3/Vice President
Led and supervised 27 full-time employees (FTEs) , and managed loss and expense budget.
-Reached $144M deposits, attained 96% branch audit, and ensured eligibility of 92% of FTEs for incentive.
U.S. BANK, PORTLAND, OR | 1995–2001
Retail Sales Manager / Vice President
Managed sales region and led the successful transformation of seven unproductive branches in the poorly performing district markets into top-performing branches in the district through effective business plans. Monitored sales activities of 16 FTEs; directed and trained staff, and conducted evaluations. Served as a liaison between the Sales Department and other sales-related units.
-Reviewed and analyzed sales statistics to set sales goals and top support bankers and business bankers in promoting financial products.
-Identified and addressed customer needs, volume potentials, price schedules, and discount rates through market analyses.
-Designed and developed sales campaigns to meet company sales goals.
Business Banking Officer/Assistant Vice President
Functioned as relationship manager to multi-branch business portfolio consisting of commercial loans, lines checking, and savings. Provided exceptional support to branch managers and other branch staff regarding external sales efforts during sales calls to small business prospects and customers. Created and acquired new business from attorneys, CPAs, and financial planners. Strengthened branch personnel’s sales capabilities and business development skills through intensive training and mentoring.
Insurance Training Banking Officer
Collaborated with company officials in planning and developing methods and procedures to generate sales, minimize costs, and obtain greater efficiency.
-Organized and carried out sales activities of 350 branches in Oregon, Washington, and Idaho along with the nationwide call center.
-Effectively led the development and implementation of training programs.
Personal Banking Officer / Registered Representative
Worked to promote and provide financial products and services to clients for investment purposes. Utilized in-depth knowledge of securities, investment plans, market conditions, regulations, and financial situation of clients.
-Ensured that prospective customers were informed about the information on available services, such as deposit accounts, lines-of-credit, sales or inventory financing, cash management, or investment services.
EARLIER CAREER
Sales Manager | WESTERN STAFF SERVICES, PORTLAND, OR
Placement Specialist | BUSINESS COMPUTER TRAINING INSTITUTE, VANCOUVER, WA
Placement Account Executive | FIRST PAGE PERSONNEL, PORTLAND, OR
Employment Placement Specialist | TALENT TREE PERSONNEL SERVICES, LOS ANGELES, CA
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