Dan Bert Email & Phone Number

Plano, TX

• Manage book of business with 400+ customers representing $95M in existing balances.
• Utilize Challenger sales process to analyze customer cash flow and suggest/promote alternative products or services through defined sales process.
• Communicate in digital environment, partnering with Treasury Management and Merchant Services team to simplify their day-to-day business operations and achieve their goals.
• Proactively reach out and collaborate with small business owners to review existing partnership and determine additional financial product needs.
• Conduct Quarterly client business review; recognized for exceeding customer contact andretention goals.

Plano, TX

• Uncovered needs for Small Business lending; educated and sold appropriate product solution.
• Recognized as “Top Producer” for number of loans and sales volume.
• Converted and closed loans from bank branch referrals.
• Updated Salesforce with customer information and loan status; set appointments

Plano, TX

• Provided end-to-end support for team of Business Bankers.
• Collaborated with branch associates and internal partners (TM, MS, Business Lending Team).
• Identified cross sell opportunities and generated referrals to Business Bankers.
• Interacted with customers, gathering documentation for lending opportunities as well as account setup.

Dallas, TX

• Generated revenue by selling merchant processing services to new and existing customers.
• Communicated with decisionmakers and business owners to evaluate specific processing needs and recommend solutions thru consultative sales and Merchant Services Analysis and cost savings breakdowns.
• Partnered with existing Chase banks, conducting weekly meetings with branch managers and bankers; reviewed new products and services to increase sales volume.

Lewisville, TX

Attended pre-test meetings with client companies to assure accurate testing methods were used to meet EPA standards. Conducted air quality tests and provided final reports.

Plano, TX

• Provided full range of business banking services to customers with emphasis on business products, lines of credit, and SBA lending.
• Supported multiple Wells Fargo Bank branches; partnered with Home Mortgage Representatives, Personal Bankers, and Investment Managers to grow business within each branch.
• Achieved gold level status for new account development and loan volume for two consecutive quarters in 2007-2008. Recognized as top Reverse Mortgage Representative in DFW area for two straight quarters.
• Presided over group presentations to senior advisors and mortgage brokers, demonstrating how Wells Fargo products can be used to increase revenue.
• Increased productivity by 150% from 2004 to 2007 while maintaining a 98% customersatisfaction rating.

Richardson, Texas, United States

• Managed 80+ accounts nationwide with customer retention rate of 96% with combined revenue of 1.6 million annually
• Increase sales revenue by 75% including new and existing accounts
• Identified and built relationships with senior executives and management within Technology, Purchasing and Facilities departments
• Developed and managed fortune 500 accounts, including Columbia HCA, MCI, Dr Pepper/7Up, American Airlines and Chase Paymentech
• Maintain customer stock and provide weekly reports to management
• Manage territory and resolve customer problems in a timely manner

Business Administration And Management, General

Associate'S Degree, Electronics