Daniel Caldwell Email & Phone Number

Tampa, Fl, Us

Tampa, Florida, United States

Tampa, Florida, United States

Bank acquired by The First Bank as of August 1st, 2022. Retained and promoted to VP Commercial Banking.

Lakeland, Florida

Sarasota, Florida

Tampa, Florida

Florida

Winter Haven, Fl

• Responsible for the administration and efficient daily operation.• Develops new deposit and loan business, provides a superior level of customer relations• Promotes the sales and service culture through coaching, guidance and staff motivation.• Achieves individual and branch sales goals through new business sales, referrals and retention of account relationships.• Provides leadership, training and supervision; delegates day to day operations to the Operations Officer.• Responsible for attaining established bank and branch goals through active participation in sales management and officer call programs.• Participates in community affairs to increase the Bank’s visibility and to enhance new and existing business opportunities.

Lakeland, Florida Area

• Provides an industry leading client service experience through assisting and supporting aspects of the development and expansion of new and existing client relationships.• Focuses on all client segments serviced through retail Branch Banking network.• Ensures compliance with internal controls, operational procedures and risk management policies, pursues on-going education of SunTrust products, services, and other lines of business.• Provides industry-leading service, exercises proficiency with routine client maintenance requests, problem resolution and intermediate sales functions regarding deposit, credit, convenience and other product and service lines.

Winter Haven

• Manage sales of company’s products• Ensures consistent, profitable growth in sales revenues• Identifies objectives, strategies and action plans• Improves short and long term sales

• Successful track record.• Ability to work in a team oriented environment.• Ability to bring new ideas to the company.• Ability to work with minimum supervision.• Energetic, hard working and willing to go the extra mile.

• Recognize and meet customer needs by proactively selling and cross-selling appropriate products and services to new and existing customers.• Refer customers to other lines of business when additional needs are recognized.• Solve customer issues either through direct action or referral to alternative branch or bank resources.• Use expert knowledge in the areas of branch sales and services.