Adrian Springer Email & Phone Number

Boston, Massachusetts, United States

Experienced in enhancing processes and workflows to drive efficiency and customer satisfaction. Skilled in reviewing and analyzing decision-making processes, nurturing consultative relationships, and providing strategic recommendations. Trusted advisor with deep expertise in company policies and compliance standards. Proven ability to collaborate effectively and manage end-to-end client onboarding. Actively contributed to improving internal procedural systems through targeted recommendations.

Developed and managed a portfolio of business clients with annual revenues ranging from $500K to $30MM. Conducted regular relationship reviews to identify growth opportunities, driving revenue expansion and customer satisfaction. Built and maintained relationships with C-Level executives and key decision-makers, and onboarded new clients with comprehensive training on systems and services. Collaborated cross-functionally with various teams to deliver integrated solutions. Conducted industry-specific research and led bi-monthly virtual presentations, coaching internal partners on new offerings. Guided a team of field bankers through goal setting and client pipeline reviews. Managed the pipeline using Salesforce, presenting weekly updates and projections based on KPIs. Ensured adherence to industry regulations and company policies to mitigate regulatory risks.

Cultivated consultative relationships with small business clients with annual revenues ranging from $500K to $5MM, offering personalized support tailored to their unique needs. Managed a diverse portfolio of existing customers while driving the acquisition of new commercial relationships, ensuring steady business growth. Conducted industry-specific research to prepare for in-person client presentations. Collaborated closely with treasury partners to identify and present a wide range of treasury solutions, delivering comprehensive financial strategies. Nurtured strong community relationships to create valuable business opportunities. Conducted monthly in-person presentations of small business solutions to branch staff, serving as a trusted resource and subject matter expert. Structured and finalized secured and unsecured loans, providing essential financial support to small businesses pursuing growth objectives.

Boston Ma

Background and profile research for prospectsAssisting in the development of sales presentations Manage Private Client Line setup processAnalytic work and market awareness to provide prospect identification

Kendall Sq. Cambridge, Ma

Product and service sales (e.g. Credit Products, Business and Personal accounts and services)Recognize and refer cross platform opportunities.Interact with customers to ascertain their needs and work toward problem resolution.

Business / Marketing

Education record