Brad Agee Email & Phone Number

Houston, Tx, Us

Houston, Texas, United States

• Collaborate with business banking and middle market bankers across Houston, San Antonio, Dallas, Arlington, and Ft. Worth to identify and secure factoring opportunities, driving new business and fee income.• Provide tailored financial solutions to meet the needs of middle market clients, focusing on increasing their working capital and improving cash flow through factoring services.• Develop and maintain strong relationships with key stakeholders, including clients, bankers, and internal partners, to ensure seamless delivery of factoring services and client satisfaction.• Lead efforts in cross-selling additional banking products and services, leveraging existing relationships to deepen client engagement and maximize revenue for the bank.• Monitor market trends and competitive activities within the region to identify new opportunities for growth and adapt strategies to maintain market share.

The Woodlands

Relationship Manager serves the banking needs of businesses with $5 million to $20 million in revenue. The Relationship Manager (RM) manages a portfolio of these clients and is a key role in the field organization, building relationships by providing financial advice to business clients with a focus on client experience and risk management.

Spring Tx

•Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services.•Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of business clients.•Manage and grow a portfolio of clients.•Use knowledge of business, finance, banking, credit and risk management to identify, recommend and promote products and solutions that best serve the client while still working within risk parameters that protect the bank. Seek out training and expertise of others to enhance existing knowledge to ensure full perspective.•Build relationships by calling on existing clients to truly understand their businesses and analyze product and service growth opportunities that ensures profitability of portfolio.•Identify and pursue potential new clients, looking for ways to cultivate a long-term relationship.•Protect the firm by following sound risk management protocols and adhering to regulatory requirements.•Develop and manage a disciplined marketing process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects. Regularly review processes and strategies with supervisor, making adjustments as needed

The Woodlands Tx

• Retain, grown and maximize the loan deposit relationship within the existing portfolio of clients.• Achieve sales goals established by manager through direct sales of deposit, loan and investment products and services.• Profile business customers to identify present and future opportunities to sell or cross-sell loan, deposit and investment products.• Fill the role as a trusted financial advisor for all clients and the opportunity to fill all of their banking needs.• Demonstrate commitment and dedication by encouraging the support of the entire team toward the attainment of branch goals

Klein Tx

• Conducted salary administration, performance appraisals, promotions and terminations for all tellers.• Conducted regularly scheduled teller meetings to ensure consistency in procedures, service levels and quality of service.• Approved transactions within designated authority limits by exercising appropriate judgments to limit risk to bank and customer continuity.• Prepared monthly IBR report, transaction counts, teller incentive worksheets, alarm testing report, and others as needed. Submitted to appropriate department by deadline.• Provided back-up support to all other positions within the banking center as needed including Banking Center Manager.

Bachelor Of Business Administration, Business Administration And Management, General

Marketing