Bradley Carter Email & Phone Number

Ohio, United States

As a Senior Commercial Card Account Executive, I have the privilege of working directly with C-level executives across a range of industries—from enterprise-level businesses and construction to healthcare, manufacturing, education, and government sectors. My primary role is to help these organizations streamline their payment processes and achieve greater efficiency through tailored card payment solutions.When I meet with a prospect, my first priority is understanding their specific goals and objectives for process improvement. Once I have a clear sense of their needs, I’m able to recommend solutions that not only meet those goals but drive real value for their business.Beyond providing card payment services, I offer value-added support through technical assistance, product development, and relationship management—ensuring that clients have a trusted partner in me, long after the initial sale.I also play a key role in negotiating contract terms and pricing, always aiming to strike a balance between appealing to the customer and delivering acceptable returns for my organization.Finally, I take pride in preparing customized requests for information, requests for proposals, detailed spend analysis reports, and sales presentations—all tailored to ensure that clients see exactly how our solutions can meet their unique needs.

OUR MISSIONTo support local youth by providing financial aid for extra-curricular activities, funding scholarships in Reagan’s name, and partnering with other youth-centered non-profits to be a force for joy in the lives of children in Southwest Ohio and beyond, for decades to come. Rey”, as she was known, was a ray of sunshine who lit up every room – she was fun-loving, energetic, sassy, sweet, and spunky. She loved dancing, the musical ‘Hamilton’, her family, and her purple monkey.Reagan tragically lost her life in an accident in May of 2021, and the world stopped spinning for those who loved her – it was unfathomable that someone so wonderful was no longer here. But even in the midst of their grief, Reagan’s loved ones were overwhelmed by love as their community came together to celebrate her life and to support them in the days, weeks, and months that followed.That love and support helped form the idea for Purple Monkey Project, so named for Reagan’s favorite stuffed animal. Purple Monkey Project’s goal is to honor Reagan’s beautiful spirit by being a “Rey” of light in the world – supporting local youth and youth-centered charities and “paying it forward” by promoting random acts of kindness, all in the name of our Reagan.

Cincinnati Metropolitan Area

Assistant Vice President• Quarterback a team of Business Partners focusing on deepening client relationships • Manage current book of relationships over $80 million for further penetration• District project manager for an Employer Banking Relationship Program• Create strategic plans for businesses to assist with attaining goals• Understand Customer Due Diligence, and KYC protocols to assist with Risk Management • Analyze financial statements and present proposals• Manage a group of Professional Centers of Influence to grow book of business• Maintain close working relationships with other managers to develop new business • Maximize community visibility through participation in community groups with Centers of Influence • Lead a team of 5 associates who is knowledgeable in bank products, processes, policies and procedures • Coach associates through observational coaching, joint sales calls, and utilization of the coaching model

- Identifying potential business opportunities through market research, analysis, and networking.- Building and maintaining relationships with key stakeholders, clients, and partners.- Developing and implementing strategies to drive business growth and achieve revenue targets.- Negotiating and closing deals, contracts, and partnerships that align with the company's objectives.- Collaborating with internal teams such as sales, marketing, product development, and finance to execute business development initiatives.- Monitoring industry trends, competitive landscape, and market dynamics to identify new opportunities and stay ahead of the curve.- Representing the company at industry events, conferences, and networking functions to promote brand awareness and build a strong professional network.

Cincinnati, Ohio

- Assist in managing the day to day operations of the branch.- Analyzed and Evaluated Financial Portfolios and Budgets- Manage, build, maintain, and create full relationships with clientele.- Committed to providing exceptional customer service.

Kenwood, Ohio

- Assist in managing the day to day operations of the branch.- Analyzed and Evaluated Financial Portfolios and Budgets.- Profit and Loss Analysis.- Proven leadership and team building skills. - Train and Develop staff to maximize potential.- Manage, build, maintain, and create full relationships with clientele.- Surpass quarterly sales thresholds with focuses on lending and new households.- Committed to providing exceptional customer service.- Created action plans for customer service and sales goals.

Anderson, Ohio

Anderson, Ohio

Cincinnati, Ohio

- Reviewed, examined and underwrote loans to ensure soundness and compliance.- Evaluated current financial Statuses and planned new timelines.- State of Ohio Life and Health Insurance Licensed, January 2002-October 2003.- Effective Problem Solver which resulted in permanent ongoing results.- Trained and coached business to all new employees for two years.- Developed and implemented new planning processes as part of committees.- Exceptional results in exploring opportunities.

Associate Of Science - As, Finance

Associate Of Science - As, Business Management

Activities and Societies: 2 year Captain of the Golf Team