Michael D. Clark Email & Phone Number

Asheville, Hendersonville, Western North Carolina

Western North Carolina

I delivered a personalized suite of investment,insurance, retirement and education solutions to retail clients in multiple, rural banking center communities

Asheville, North Carolina, United States

I developed flourishing, new client relationships and cultivated existing customers to deliver the entire bank and deepen breadth of services. I created strategic, profitable financial solutions for wealth and business clients based on comprehensive, consultative client discovery conversations. Able to navigate complex credit facilities while incorporating appropriate specialists providing for all areas of wealth planning.

Irvine, Ca / Asheville, Nc

Client focused and top-performing advisor recommending wealth management and business deposit and credit solutions determined by in depth, consultative client analysis and thorough understanding of financial products. Proactively develop and retain customers by building long term relationships and increasing profitability of assigned clients. Integrate different specialists within the Bank to appropriately meet customer needs.

Inland Empire, Ca And Pacific Islands, Hi

I managed a team of 10 bankers in 8 offices and 2 states. Lead and directed all consumer, business and commercial credit relationships as well as deposit related production. Instrumental role played by increasing trust and partnership between bank and brokerage

Beverly Hills, Ca And Newport Beach, Ca

Client focused and top-performing advisor recommending wealth management and business deposit and credit solutions determined by in depth, consultative client analysis and thorough understanding of financial products. Proactively develop and retain customers by building long term relationships and increasing profitability of assigned clients. Integrate different specialists within the Bank to appropriately meet customer needs.

Asheville, North Carolina Area

Client focused and top-performing advisor recommending wealth management and business deposit and credit solutions determined by in depth, consultative client analysis and thorough understanding of financial products. Proactively develop and retain customers by building long term relationships and increasing profitability of assigned clients. Integrate different specialists within the Bank to appropriately meet customer needs.

Asheville, North Carolina Area

Lead and directed 33 banking centers and their teams for business banking and group banking opportunities involving corporate bank relationships and their employee benefits. Managed in-branch personnel training for newly designed job titles.

Palm Springs, California

Primary relationship manager and consultant to affluent clients, learning about their aspirations and goals for their financial future. Provided recommendations and advice on the following:Retirement PlanningInvestment PlanningEducation PlanningInsurance needsBusiness Planning

Palm Springs And Rancho Mirage, California

General Management Responsibilities - lead and directed client traffic to appropriate team members, accommodating clients and building trust. Built and maintained a high level of associate satisfaction and individual career development through personally coaching each team member to achieve their best. Many team members that I managed told me, " Having you as a leader makes me feel inspired, valued and appreciated like never before." Risk Management and Operational Excellence - Executed risk and service strategies surpassing all metricsClient Experience - Understood and recognized each banking centers customer population and made all feel welcomed and neededRevenue Growth - Understood what it took to make each office profitable. Exceeded annual goals consistently

Banking And Economics

Organizational Leadership