Charles Croy Email and Phone Number

• Supervise, train and guide staff members on selling offerings in the areas of securities, loans/lending, business loans, insurance, deposit products, annuity products, credit options and investment plans/profiling• Provide regular updates concerning the sales of aforementioned items• Tirelessly strive to build and maintain a strong book of business• Organize and lead meetings and presentations as needed

• Catered banking operations to an affluent client base of those with $1M or more in total liquid assets • Marketed and sold private banking products including lending, depository, credit, and fiduciary services, along with trust management and legal service offerings• Worked intensively with each client to develop their respective financial plans and present them to clients once finalized; diligently adhered to each client’s needs at all phases of this process• Partook in outbound telemarketing and sales to bolster profit and revenue levels by building upon an already-healthy book of business• Presented on behalf of PNC at various speaking events, discussing services with both client and non-client attendees• Engaged clients in investment planning and presentations

• Refinanced new and existing consumer loans, lending to small business clients• Also opened and closed both personal and business depository accounts, handling each transaction with timeliness and attention to detail• Fostered lasting, positive relations with banking partners and retail team members• Engaged in regular account reviews as needed• Took a work sabbatical prior to this, from 2009 to 2012

• Noted and acted on viable leads to build upon an established book of business• Leveraged business to business (B2B) marketing and compelling product presentations to build on customer base; engaged in both outbound and inbound telemarketing processes as well

• Played an active role in staffing processes including recruitment interviewing and hiring team members; also took the lead on regular performance evaluations and processing staff payroll• Spearheaded the development and launch of engaging, full-scale promotional events to increase community awareness of the store, as well as increase both new and repeat business• Trained and guided team members in sales and marketing best practices