- C&I banker focused on the $10-50MM segment- Responsible for the development of new business by means of utilizing new and existing COIs, attending networking and association events, and cold-calling

-Responsible for managing a book of approximately 250 small business clients, of varying industry types, in the $1-5MM revenue range -Focused on expanding relationships and mitigating risk by utilizing a range of credit, payment, and treasury management solutions

-Formal credit trained, specializing in working with small business clients with complex banking needs-Able to meet with clients on-site and evaluate needs on a holistic level-Focusing on industry trends to identify ways to help businesses simplify cash flow and retain top talent

-Working with small business customers with revenues up to $5MM to help achieve both short-term and long-term financial success-Utilizing a team approach by bringing in partners, such as Merchant Services and Payroll specialists, to provide customers a broad spectrum of services to meet their needs-Educating new and existing business owners on the ins-and-outs of small business lending, including establishing business credit for the first time

-Managing customers'​ accounts and providing solutions for both short-term and long-term financial needs-Branch's sole officer for consumer and small business lending solutions, ranging from home equity lines, to small business equipment loans, to first-time consumer credit establishment-Referring customers in need of mortgage products, brokerage services, and small business solutions, such as payroll management and merchant card services-Working directly with small businesses, as… Show more -Managing customers'​ accounts and providing solutions for both short-term and long-term financial needs-Branch's sole officer for consumer and small business lending solutions, ranging from home equity lines, to small business equipment loans, to first-time consumer credit establishment-Referring customers in need of mortgage products, brokerage services, and small business solutions, such as payroll management and merchant card services-Working directly with small businesses, as well as corporate partners in the area to provide employees with solutions and benefits to strengthen their banking relationship-Overseeing branch operations and procedures Show less

-Opened new accounts for potential and existing customers-Built relationships with customers in branch's footprint

-Junior mortgage consultant of a team that closed over 165 purchase units and $66,000,000+ in 2013-Was responsible for meeting with customers, analyzing complete files, calculating complex incomes (including extensive self-employment/small business, rental property, and dividend/interest), and submitting loans-Assisted in collecting closing conditions to guarantee meeting crucial deadlines-Prospected new customers and worked an extensive existing book of business

-Reviewing customers' current investment portfolios to uncover referral opportunities-Working directly with Wells Fargo Advisor to increase book volume/AUM-Licensed FINRA Series 6 and 63-PA State Life Insurance Producer