Christopher Klems Email & Phone Number

As a Business Advisor at Credit Banc, the lending arm of Shield Advisory Group, I specialize in helping small businesses across various industries secure the financing they need to thrive. My focus is on providing customized lending solutions that meet the specific needs of each business, offering tailored advice and support to help them grow, manage cash flow, or expand operations.Key Responsibilities: • Business Financing Solutions: I work closely with business owners to provide personalized financing options that align with their long-term goals, ensuring they have the capital they need to succeed. • Relationship Building: My role emphasizes building strong, long-lasting relationships with clients, ensuring they receive ongoing support and guidance as their business needs evolve over time. • Expert Guidance: With years of experience working with small businesses, I help business owners navigate the complex world of lending, offering insights that empower them to make informed financial decisions.At Credit Banc, my mission is to support the growth and success of small businesses by providing the financing they need to reach their goals. Whether it’s expansion, operational needs, or navigating cash flow challenges, I’m here to help business owners achieve their vision.

As a Business Advisor at Credit Banc, the lending arm of Shield Advisory Group, I specialize in helping small businesses across various industries secure the financing they need to thrive. My focus is on providing customized lending solutions that meet the specific needs of each business, offering tailored advice and support to help them grow, manage cash flow, or expand operations.Key Responsibilities: • Business Financing Solutions: I work closely with business owners to provide personalized financing options that align with their long-term goals, ensuring they have the capital they need to succeed. • Relationship Building: My role emphasizes building strong, long-lasting relationships with clients, ensuring they receive ongoing support and guidance as their business needs evolve over time. • Expert Guidance: With years of experience working with small businesses, I help business owners navigate the complex world of lending, offering insights that empower them to make informed financial decisions.At Credit Banc, my mission is to support the growth and success of small businesses by providing the financing they need to reach their goals. Whether it’s expansion, operational needs, or navigating cash flow challenges, I’m here to help business owners achieve their vision.

Charlotte, North Carolina Area

LegalShield offers a portfolio of legal and identity theft services to protect families, businesses, law enforcement, educators, and commercial drivers and their legal rights. I personally specialize in the employee benefits and small business division of the company where we can affordably protect the legal interests of small businesses and offer an incredible employee benefit at no out of pocket expense to the company.

I provided business to business sales in a consultative sales fashion. We specialized in digital marketing initiatives for small/medium sized businesses, working directly with business owners from beginning to end of the sales process; making initial contact, creating proposals and closing documents, and providing our creative team with all pertinent information on new clients.I consistently surpassed company and personal sales goals and won multiple company wide sales competitions.

-Worked directly with and helped manage our call center which utilized cold calling and warm leads from Equifax to create sales opportunities for our loan officers.-Utilized pay per click marketing, networking events, and referral requests to create my own leads and excel in a full commission environment.-Built relationships with local real estate agents in order to boost my referral based clientele.-In constant communication with over a hundred lenders in order to provide our clients with the best interest rates for their specific qualifications.-Communicated directly with appraisers, lenders, title companies, and insurance agents in order to provide closings in the most timely manner possible.