NMLS#664873Responsible for the overall sales, financial performance and operations management of the Mint Hill office. Manages a 5 member team directly, including the hiring, coaching, development and performance management of team. Responsible for driving financial center performance results through direction, leadership, and execution of superior service and sales behaviors and activities by the entire team. Primary responsibilities are to make outbound sales calls on small to midsize… Show more NMLS#664873Responsible for the overall sales, financial performance and operations management of the Mint Hill office. Manages a 5 member team directly, including the hiring, coaching, development and performance management of team. Responsible for driving financial center performance results through direction, leadership, and execution of superior service and sales behaviors and activities by the entire team. Primary responsibilities are to make outbound sales calls on small to midsize businesses up to 1 million in sales revenue including high value consumer clients and prospects, drive more accounts and fee income into the financial center, develop centers of influence who are connected with small to midsize business clients, reach assigned individual sales goals, ensure that other team members reach their sales goals, and manage expenses at or under budget. Identify business client needs and engage in outbound selling activities that result in selling bank loan, deposit and business/treasury service solutions such as remote image deposit, merchant services, payroll, ACH services, and wire services. Refer to business, commercial and other bank sales partners; remain current on product knowledge and competition in the Mint Hill Market; lead financial center campaigns and sales initiatives including area campaigns and sales initiatives. Partnerships externally with centers of influence, referral sources, and community leaders to enhance First Citizens Bank brand awareness. Building lasting relationships that help match clients with the exact solutions they need to help them reach their financial goals. Show less

Developed and coached a sales and service team in order to drive the overall performance of the center. Acted as the lead sales person in the market (3-5 mile radius from financial center); targeted small businesses clients up to 1 million in sales revenue including high value consumer clients and prospects. Created beneficial partnerships with business bankers, commercial, mortgage, treasury, private bankers, and wealth management within market. Consistently demonstrated corporate values… Show more Developed and coached a sales and service team in order to drive the overall performance of the center. Acted as the lead sales person in the market (3-5 mile radius from financial center); targeted small businesses clients up to 1 million in sales revenue including high value consumer clients and prospects. Created beneficial partnerships with business bankers, commercial, mortgage, treasury, private bankers, and wealth management within market. Consistently demonstrated corporate values and provided a compelling value proposition within the marketplace. Ensured banking center team was in compliance with bank policies, procedures and operational integrity. Executed sales and market management activities focusing on building employee capabilities through performance management and coaching. Delivered business development through teleconsulting, outside calling, retention management, community involvement and marketing/promotion. Partnered externally with centers of influence, referral sources, and community leaders to enhance RBC Bank brand awareness. Provided input to Regional Manager on current market environment, business opportunities, and employee capability to support overall performance. Delivered loan and application training to community bankers and relationship bankers during an RBC Bank merger and acquisition. Show less

Built and managed a portfolio of key branch retail and high potential small business clients to attract, retain and expand relationships. Act in a pivotal role within the banking center ensuring relationships are anchored and clients are provided access to the full range of RBC Financial Group capabilities. Enhanced personal sales performance through consistent and effective client contact strategies, relationship management activities and community banking center events.

Consulted with targeted companies to evaluate, negotiate, and sell credit, debit, and check processing solutions with latest software technology in point-of-sale equipment. Implemented Discover Card Marketing Programs to target selected industries. Solicited business within territory to achieve universal acceptance of Discover Network of Cards. Developed a sales strategy to increase acceptance of the Discover Mall Gift Card Program within two area mall locations.

Assisted business banking customers in the managing of overall costs of processing electronic payment solutions. Consulted with targeted companies to evaluate, negotiate, and sell credit, debit, and check processing solutions with latest software technology in point-of-sale equipment. Cultivated relationships with local businesses in order to develop more referrals and deposit accounts for top regional bank. Organized branch meetings to educate consumer bankers on the merchant credit card… Show more Assisted business banking customers in the managing of overall costs of processing electronic payment solutions. Consulted with targeted companies to evaluate, negotiate, and sell credit, debit, and check processing solutions with latest software technology in point-of-sale equipment. Cultivated relationships with local businesses in order to develop more referrals and deposit accounts for top regional bank. Organized branch meetings to educate consumer bankers on the merchant credit card program. Show less