Bryan Heenan Email & Phone Number

Whitehouse, Oh, Us

Toledo, Ohio, United States

Maumee, Ohio, United States

Perrysburg, Oh

University Heights, Oh And Toledo, Oh

 Start client relationships while building them overtime by uncovering financial needs Maintain current client relationships and expanding them by uncovering new financial needs Responsible for making 75+ consumer/business prospect calls per day Consistently maintains 90%+ in Personal Customer Satisfaction Currently ranked #10 in Toledo for achieving 181% performance so far in 2015 Ranked #2 in Toledo for achieving 186.90% performance in 2014 Manage profit and loss charts of the branch to maintain personal performance Maintain personal revenue generation through Microsoft Excel Maintain up-to-date knowledge on all federal financial regulations and bank training Responsible for visiting several businesses to form partnerships, which produce new clientele Performed several marketing campaigns, financial seminars at local businesses Manage client accounts, budgets and overall relationships Identify bank needs and refer sales, while providing excellent customer service Attend regular company compliance classes and training courses for federal regulation, client security and financial management

Sylvania, Oh

 Responsible for constructing lead lists from existing customers and making prospect calls each day Maintain current client relationships by delivering excellent customer service Build and expand current client relationships by uncovering financial needs Create client relationships while building them overtime  Run customer transactions while providing excellent customer service Maintain personal revenue contribution to branch through Microsoft Excel Meeting monthly sales referral goals Regularly attend company compliance classes and training courses for federal regulation, client security and financial management Maintain knowledge of products ranging from loans, accounts and investments; then referring clientele to appropriate colleague and/or department within the bank

Bachelor'S Degree, Business Administration And Healthcare Administration

History

High School Diploma, General Studies

Activities and Societies: Golf Team, Honor Society, Merit Roll, Show Choir.