Chris Sheldon Email & Phone Number

Lockport, New York, United States

Responsible for day to day bank operations. While at the same time, grow revenue, build and maintain customer relationships. Meet and exceed sales goals by utilizing consultative sales. Offer the best banking products to help our current customers meet their personal financial goals. Currently. Northwest offering small business lending promotion.

40-50 Fountain Plaza

Headquartered in Warsaw, NY. A level of customer service is back! Offering a wide range of financial products to hopefully meet your everyday needs. Branches throughout WNY. Locations in Williamsville, Buffalo, Orchard Park, Hamburg, & East Aurora. Just to name a few. Banking the way you should come to expect with Five Star Bank.

Buffalo, New York

• Help prospects identify their financial needs and opportunities.• Meet prospects financial needs with solutions Citizens has to offer.• Understand prospects financial needs and challenges.• Make discovery calls while prospecting new clients to the bank.• Build relationships with assigned branches and meet with Small Business specialist once a month.• Learning how cash flow operates, determine if client has ability to pay back loans.• Become an expert in all areas of Business Banking.• Become a trusted advisor for your customers and prospects.• Establish the financials needs for the customer, determine the management of money, Planning for future, Borrowing and protecting the business.• Identify, evaluate, and prioritize sales opportunities to acquire and develop new client relationships

2004- 2011 - Promoted to Bank Officer Responsible for Merchant Services Sales for the Rochester and Niagara territories:Work directly with branch managers and corporate bank managers to identify sales opportunities, set appointments and make calls on commercial customers and prospects. Perform cost/benefit analysis on a daily basis to educate and add value to our customer/prospect base.Provide timely updates to my line partners on new and existing opportunities.Requires an overall understanding of how the Business Banking Department, Commercial Bank and Product Specialist communicate effectively in order to satisfy all our customer objectives.Sales performance: 2008- 123% of goal2009- 117% of goal

Mortgage Originator:Responsible for working with customers interested in obtaining permanent FHA/VA and conventional loans and other residential programs that met the financial needs of the customer. Maintained customer relationships for new and existing business.Developed professional relationships with Branch Managers and Commercial Loan OfficersGenerated a cross sell partnership with Bank officials to promote new and existing products.Competed on a daily basis with other Sales Reps to make the work environment exciting.

Served as a customer service specialist for high-profile business customers. Solved complex customer problems and inquiries regarding treasury management and merchant services' products utilizing excellent oral and written skills. Implemented product set-ups as well as distributed necessary changes to associated cash management operations. Cross-sold bank products to customers in order to keep up with our growing technology. Supported a sales force in a technical and non-technical environment.

Interacted with M&T customers to insure quality service. Maintained the portfolio of M&T bank by securing funds from the public.Advised customers regarding debt-priorities; offered solutions to enable debt solutions.

Bachelor Of Applied Science - Basc, Business Administration And Management, General, 3.0

Economics, 3.0

Bachelor Of Science, Business, Economics And Finance