Expert Details
Banking, Financial Services, and Management Consulting
ID: 733054
District of Columbia, USA
His expertise includes Banking and Financial Services, as well as Management Consulting where his proven insight has been well-documented. Expert has been involved with a vast number of vendors, business partners, and other plays in the last 26 years. Expert has worked with a number of companies, businesses, and firms on a Consulting Basis for various needs.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 1990 | Degree: Bachelor of Science | Subject: Psychology/Organizational Management | Institution: Old Dominion University |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 1999 to Present | Employer: Undisclosed | Title: Vice President | Department: Retail and Small Business |
Responsibilities:Currently responsible for 19 Stores in area of responsibility.Accountable for the execution of the sales delivery model to achieve targeted performance and growth of the Employer Bank Small Business segment in my districts. Directly manages a team of Small Business Bankers (SBB), who provides comprehensive financial solutions to small businesses with annual revenues from $250K up to $10 million, and manage a team of Associate Small Business Bankers (ASBB) in each district, who are the primary point of contact for small business customers that walk into the Employer Stores. Majority of time will be spent working in the field with SBBs and in the Stores with ASBBs meeting with clients and coaching team members. Partners with the Stores, Client Development Group, Customer Contact Center, Merchant, Business Banking and other business Partners leadership to deliver an integrated and seamless Employer experience for these clients. Implements sales management routines to acquire new small business relationships and to deepen and retain existing small business clients to enable team success. Actively coaches SBB and ASBB to drive aggressive goals. Project Management Responsibilities around Sales, Service and Operations Development and Improvement currently for 19 Stores (2 Districts) Responsible for managing all aspects of the business within their markets Ensuring that all goals and targets are met for Sales Performance, Service Delivery and Operational Soundness (WICR and SOCR). Areas of Responsibility include Business Banking, Commercial Banking, Loan Volume and Revenues for Area/District. Responsibilities are broad in scope Strategic (creates the vision) and Tactical (creates the plan) to successfully lead the components of sales performance, service delivery, and operational soundness for the given District. Train and Develop Store Managers using a balanced approach to the Management Pyramid by minding the store Coaching staff Holding Store Leaders accountable for the development and execution of their business plan, Diagnosing performance problems Addressing human resources/team management issues. Expert at running Retail Financial Outlets and Stores Encourage Store Managers to grow the Employer businesses in their communities. Work closely with Internal Partners across the organization to drive business results. Knowledge of performance gaps and opportunities of the market Work with appropriate Partners in conjunction with Store Managers to create and implement plans that increase performance. Face of Employer in their communities. Interfacing with local government/politicians as well as serving on boards and volunteering for events. WOW Service Level Responsibility Currently running a Level IV Store in addition to responsibilities. Level IV stores are currently the largest stores in the Employer Footprint and some of largest in the company. Built new account Business Monitored and managed Store Managers, Service Managers, Business Bankers, Personal Bankers, Customer Service Representatives, Lead Tellers, Professional Tellers and Business Partners within Banking Network Helped all Sales Representatives achieve maintain sales goals Maintained an individual sales goal and monitored those of employees per month Compiled entire switching process of new accounts Tallied reports Offered encouragement to the sales force Assigned various duties to the representatives Extensive telephone marketing experience Troubleshooting Duties Tracked sales and billing of customers; including auditing and accounting Outstanding customer service; not only of new and existing customers, but of Co-workers set of accounts Management training for qualified and upcoming Management Trainees Consistently one of the top District/Store Managers of the company each month since being employed Received very commendable ratings consistently for job performance |
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| Years | Employer | Title | Department |
| Years: 1990 to 1999 | Employer: ISI Communications, Inc | Title: Director of Sales and Marketing | Department: Sales and Marketing |
Responsibilities:Represent the Company in opening new markets and selling ISI CLEC and Internet productsManagement of staff consisting of Sales, Marketing, and Sales Management personnel. Develop client relationships that result in sales Develop and implement business plans to obtain sales objectives Prospect for sales opportunities in your assigned region Work with Marketing to develop successful campaigns including a lead generation program Implement marketing programs to sell ISI products and services Close business/sales opportunities Participate in strategic planning involving sales, marketing and business development Establishing relationships with agents in my region, which consists of the National United States Setting up trade shows in my region, making sure geographically similar trade shows are linked to help lower travel expenses Setting up and confirming trade shows Helping to cover other regions when other Managers and Directors are absent or in need of assistance Maintaining monthly files of Financial Statements for all trade shows and Marketing events Have Familiarity with special characteristics of states within regions (i.e., state regulations, state programs and competing programs) Submitting ideas for newsletters that will help the company market to new people Assisting independent dedicated sales agents with their independent trade shows, encouraging them to schedule more appointments Make suggestions to increase the efficiency in the computer system and database Update the feed-in file with every call and every appointment and trade show Signing generated marketing letters Sending Thank You letters/cards to clients within one week of the trade show or Client Relationship meeting Consistently calling 100% of the people who have been mailed a letter for a particular trade show or event Consistently made a minimum of 60 or more outgoing calls per day Consistently achieving 150% of monthly sales quota each month. |
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Language Skills
| Language | Proficiency |
|---|---|
| English | Fluent (Native Language) |
| Spanish | Beginner |