Brett Schmeing, Mba Email & Phone Number

Louisville, KY, US

Louisville, Kentucky, United States

Louisville, Kentucky Area

• Manage overall client relationship; Drive consistent and predictable profitability, client satisfaction and organic growth.
• Successfully develop and deploy sales and marketing strategies with clients and prospects.
• Demonstrate technical knowledge necessary to communicate USI solutions effectively.
• Achieve new business sales goals on an annualized basis based on our target market of companies.
• Demonstrate proficiency in discovery process (sales due diligence) and conceptual presentation promoting USI competitive differentiation--including understanding, articulating and delivering the USI ONE Advantage®.
• Collaborate with leaders in selecting appropriate team to effectively conduct prospect sales presentations including subject matter experts and account management staff tailored to each opportunity.

Louisville, Kentucky

• Overview
• Sales & Marketing Specialist is responsible for all aspects of the CRM database across the region and will use data analysis to aid in business development and execution of a marketing communication plan aimed at.
• Support EB & PC Sales Management with coordination, producer follow-up and preparation of management reports for meetings
• Assign Cross-Sell Producer to all Stewardship Accounts according to Sales Leaders instructions, analyze trends and success rates for cross sell efforts. Report findings and recommendation to sales leaders.
• Generate ideas and other source (databases) for Lead Generation, present recommendation to COO and sales management for investment decision.Marketing Management, Education and Training
• Educate producers and sales leaders on Core Motives capabilities and its value to prospects and clients. Lead producer training classes at each site.

Main Street, Louisville

• Process and follow up on client documentation for proper maintenance of accounts, loans, and IRA’s
• Actively engage and participate in weekly team meetings to improve functionality and accomplish set goals
• Interact on the phone and in person daily with prospective and existing clients including handling all financial inquiries.
• Assist customers with needs regarding their banking accounts, financial products, and electronic services.
• Perform operational task such as account maintenance, tracking of information, business processmanagement, wire transfers, IRA’s, and loan documentation within industry rules and regulations.
• Open new customer accounts, cross-sell bank products and services, and maintain client relationships.

Louisville, Kentucky Area

• Compiled sales information and purchase orders for distribution and reverse logistics.
• Incorporated interpersonal and managerial techniques to help lead our teams warehouse operations to achieve a reduced miss-pick margin of.11%.
• Applied technical skills to enter sales data into computer systems for logistical purposes.
• Controlled inbound and outbound shipping responsibilities such as scheduling arrival, dock bay, and departure with leading global courier delivery services such as FedEx.

Master Of Business Administration - Mba, Business

Bachelor'S Degree, Business Management & Marketing

Activities and Societies: University of Kentucky Honors SocietyGraduated from Gatton College of Business & Economics at the University of.

High School

Activities and Societies: Baseball (4 Years)