Chad Ferris Email & Phone Number

Orange County, California Area

VincentBenjamin knows technology and the talent resources needed to make your organization a winning one. Not only do we stay on top of a carefully managed network of A-level technology candidates and consultants, we also stay on top of the trends that shape the technology requirements in today's complex business environment. Trends like cloud computing, mobile enterprise technology, and increased IT security.From programmers to project managers, project support to full time placements, VincentBenjamin has the technology resources you need to not only fill an opening, but to build your business!

Dallas/Fort Worth Area

• Development and maintenance of branch accounts through outside sales activity as well as generating new sales leads• Define targeted companies as “A” (5+ staff needs) “B” (2-3 staff needs) “C” (1-2 staff needs) and forecasting semi-annual projections• Develop partnership relationships between A and B opportunities, building profile of organizational structure, client focus business with key contacts• Strengthen client relationships through 3-4 client lunches per week, 20 on site client visits and phone contact with regular follow-up• Effectively utilize one day a week to develop bids and proposals, strategize with inside staff and schedule sales activities for the week• Maintain accurate and up-to-date fact sheets or related documents on all clients and targeted potential clients• Work closely with Temp dept. to insure account maintenance and maximum revenue development• Solicit opportunities to speak before professional organizations and business groups• Prepare and appropriately documents sales reports for all weekly sales activity, market and competitor information, business and market trendsAccounting Principals is a leader in recruiting and project consulting. We have more than 200 offices in North America servicing a range of clients through an integrated suite of human capital solutions. Combining niche industry expertise with the size and scale of Adecco SA, the world leader in workforce solutions, Accounting Principals is made up of several specialty divisions that align with the unique needs of our clients. These include temporary and permanent recruitment of experienced accounting, finance and bookkeeping professionals, corporate management and office support talent.We are a leader in temporary and permanent placement and the recruitment of top talent. My role has me work directly with clients to ensure exceptional service.

Orange County, California Area

Sales and Networking• Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone.• Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services.• Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and to resolve related customer issues.• Makes face to face sales calls to the local community businesses. When appropriate, refer sales opportunity to Loan by Phone area. • Handled the managing, retaining and growing the Priority/ Signature portfolio.Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products. • Proactively contact and consult with clients on a regular basis to update the Needs Assessment information and to educate clients on changes in the financial industry that would affect them and the products and services they currently use.• Proactively solicit and obtain referrals from existing clients, internal departments and community contacts.• Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients.• Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display.

Orange County, California Area

• Handled the offering and selling financial products and services (i.e. Loans, Credit Cards, CD's) to both consumer and small business customers• Routinely work with customers and small business clients, to build and deepen relationships by uncovering financial needs, and recommending the best products, services and solutions to meet those needs• Ensure the customer's needs are met by partnering with the appropriate specialist and/or teammate to serve the customer's banking, small business, mortgage and investment needs• Create an excellent customer experience, proactively manage risk in every business, product, and service transactions

Greater Nashville Area, Tn

•Sales development and relationship building•Handled the selling of a full range of banking products and services to existing and prospective customers while providing specialized customer care•Utilize and promote the Branded Sales and Service process•Acquisition and Cross Sell current and new customers•Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management utilizing sales skills•Oversee the complete consumer loan process•Consistently meet or exceed brokerage referral goals•Promote company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company•Establish close relationships with assigned business partners, such as Mortgage, Small Business Bankers, Business Banking Officers and Investment Executive•Promote excellent customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times•Open and maintain full range of retail accounts and services

Orange County, California Area

•Implemented and sold Home Equity Lines of Credit, Personal Lines of Credits, Personal Loans, Auto Loans and credit products•Establishing of accounts such as business, personal, time accounts, Traditional & Roth IRA's•Profile, evaluate, and recommend customers in a selection of various accounts and financial services•Cross-selling the bank's products & services; along with creating exceptional customer relations•Providing extraordinary customer service to each and every customer•Training and support to less experienced New Account Reps & other Branch staff members •Building and managing lifelong customer relationships•Understanding customers' financial needs and showing them how to get the greatest possible value from our products and services•Analyzing current customer relationships and proactively contacting customers with recommendations to help them achieve financial success•Developing and maintaining relationships with Wells Fargo partners to maximize sales opportunities

Orange County, California Area

•Highest tier teller•Managed complex transactions, along with large amounts of cash•Supervised operations transactions of the bank, including overseeing and training new tellers of all job entitlement•Customer service and sales for new & existing customers•Top sales representative for tellers two quarters in a row

Bachelor'S Degree, Business Entrepreneurship

Associate'S Degree, Business Administration And Management, General

Education record