Bill Hoffman Email & Phone Number

San Francisco, California, Us

● Manage a diverse portfolio of small business clients focused on serving small businesses with annual revenues of 1 to 25 million while exceeding revenue targets and retention goals.● Cultivate and maintain strong relationships with small business owners to understand their financial needs and goals, offering tailored banking solutions to support growth and stability through proactive communication, attentive service, and strategic advice.● Advise clients on financial strategies to optimize cash flow and manage risk, thus assisting them in achieving long-term business objectives.● Provide expert guidance on Wells Fargo's extensive financial products and services, including commercial and SBA loans, lines of credit, cash/treasury management, merchant services, FX and much more.● Collaborate with cross-functional teams to develop customized financial solutions that address the evolving needs of small businesses, ensuring seamless delivery of banking solutions that exceed client expectations.● Play a crucial role in developing and executing strategic initiatives to acquire new clients and expand market share within the small business segment.

Wyomissing, Pa, Us

● Through strategic activities related to deposits within Treasury, our Global Funding Team and I provided the raw material for the Bank's lending efforts, creating organic growth from $2.5B in 2011 to over $20B today● Extensive expertise with Customers Bank's cash management product offerings using nCino's cloud-based banking software to gain efficiencies from digitizing and streamlining processes in commercial banking, small business banking, and retail banking, specifically within the Commercial Real Estate vertical at the bank that I was a part of and supported● Responsible for developing, pricing, and presenting cash management solutions to prospective clients, with or without lending relationships concentrating on identified verticals to grow low-cost and non-interest-bearing deposits● Provide educational training to support the overall sales of services related to our electronic banking products to grow fee income for the Bank● Building and expanding/cross-selling with already established complex banking relationships within the Commercial Real Estate Group, specifically Multi-Family clients and prospects Customers Bank - NYSE: CUBI, a digital-forward top 100 bank in the nation with over $20 billion in assets, provides banking and lending services to small and medium-sized businesses, professionals, individuals, and families. Customers Bank has one of the first blockchain-based digital payment platforms via Customers Bank Instant Token (CBIT), allowing clients and prospects to make real-time payments in US dollars, 24 hours a day, seven days a week, 365 days a year.Other commercial products include cash management, commercial and industrial loans, small business loans, SBA government-guaranteed loans, commercial and multi-family real estate loans, fund finance, specialty finance, financing for leasing businesses, ESOP financing, and financing for commercial and residential developers.

San Francisco, California, Us

● Developed and maintained over 20 Commercial and Business Banking relationships during my tenure by understanding client needs and creating rapport, working with businesses and individuals at all stages of the financing cycle, generating millions in loans and other financial vehicles after completing OMEGA Performance Credit Risk Management training, which gave me the "Credit Training" needed to do my job successfully. This also including the use of the nCino platform ● Acted as liaison between external clients and industry experts within Wells Fargo to ensure communication flows were clear and goals were precisely defined and met● Strategically advised clients and prospects about Banking solutions and efficiencies using intensive consultation, helping grow their business while maintaining operational integrity ● Maintained a robust sales pipeline of Loans, Deposits, Merchant Services, Commercial Cards, Lines of Credit (LOC), Credit Facilities, SBA, Capital Expenditures/Equipment Finance, Treasury Management, and CMBS Loans in (C&I), and Real Estate (CRE) / (IRE) Sectors while mainly focussed on companies between $5 to $20 Million Dollars in annual revenue

Chicago, Illinois, Us

● Oversaw sales cycle for a $12B Fortune 500 company, including prospecting, demand generation, relationship building, solution fit, pricing, and negotiations while generating a lucrative pipeline ● Ensured SEC Compliance using EDGAR, facilitated Debt and Equity Offerings in the Capital Markets, Initial Public Offerings (IPOs), Mergers and Acquisitions (M&A Transactions), and more in a SaaS environment utilizing Virtual Data Rooms (VDR) and other SaaS applications ● Won millions of dollars in new business by leveraging training in the Strategic Selling® Process developed by Miller Heiman around strategic sales principles, Sandler Sales Training, and S.P.I.N. - Spin Selling Methodologies in addition to InsideSales, exceeding a $1MM goal in 2015 by 200% and $1.5MM in 2016 by 120%~ All of my performance was before R.R. Donnelley & Sons Company split into three separate public companies ~

Cleveland, Oh, Us

● Bolstered account development by supporting specific industry groups with Financial Statement Audits and Assurance, Tax, Litigation Support, Valuation Services, and Forensic Accounting, generating $500K in revenue year over year, exceeding goal by 140%● Assisted stakeholders with account planning in areas of employee benefits, retirement services, insurance, risk management, payroll, and executive search, keeping staff retention at a high level● Built lasting relationships with industry-specific middle and lower-middle-market organizations through responsive communication and deep industry knowledge, delivering an exceptional client experience

Chicago, Il, Us

● Providing multi-faceted business development for a National Professional Services firm by leveraging technology, studying market models, encouraging innovation, and supplying advisory, audit, and tax services supporting many industry groups for the Firm● Establishing durable and meaningful relationships with industry-specific clients using active listening and impassioned customer service to keep client retention at 100%● Collaborated with national industry leaders and local partners to develop marketing strategies, generate leads, analyze reports, and cross-sell, exceeding sales goals every year by an average of 114%● Communicated with local “Office Managing Partner” (OMP) and industry stakeholders about marketplace trends and opportunities, forming a strong network of executives● Analyzed Public Company’s 10-K and Annual Report to identify trends, specific solutions, and opportunities for targets ranging from pre-revenue to multiple billion dollar companies in annual revenue, acquiring an average of 10 High-Growth Russell 2000 Index clients year over year, generating multiple millions of sales revenue for the Firm

● Sales of Financial/Commercial Printing and 40' Act Mutual Fund Printing Services to Public and Private Companies and Mutual Fund Complexes and/or Mutual Fund Administrators in the Mid-Atlantic ● Developed strong relationships with public and private company CEOs, CFOs, CAOs, Chief Compliance Officers, Vice Presidents of Finance, Controllers, Comptrollers, Treasurer, General Counsel, Corporate Secretaries, Financial Reporting Managers, Investment Bankers, Mutual Fund Directors of Financial Reporting and Administration, Public Accounting Professionals and Corporate and Securities Attorneys with the most prominent law firms in and around PhiladelphiaCoordinated services with the company and/or working group, which included the following:● EDGAR services, SEC compliance work, transactional debt, and equity offerings in the public markets, Initial Public Offerings (IPOs), Mergers and Acquisitions (M&A Transactions, Dissemination of all Compliance Documents for both Public and Private companies, Corporate and Municipal Bond offerings, Private Placements, SaaS Virtual Data Rooms (VDRs), printing and dissemination of Annual Meeting materials including annual reports, digital and commercial print and printing of mutual fund shareholder reports and prospectuses directly from Mutual Fund Complexes or their Mutual Fund Administrators utilizing proprietary SaaS solutions● Used relationship selling, networking, and cold-calling techniques to reach potential clients. Had a proven track record of effectively meeting customer needs and building productive customer relationships to ensure satisfaction on every offering or tranche● Possessed strong communication and interpersonal skills. Identified targets, created proposals, managed accounts, negotiated, and collected invoices● Annual sales in excess of $3 Million Dollars of annuity revenue from ongoing relationships that took years to establish in addition to "Net New Business" year after year

Bachelor Of Science (B.S.), Accounting And Finance

High School Diloma, College / University Preparatory And Advanced High School / Secondary Diploma Program