David Kelm Email & Phone Number

Tampa, Florida, United States

Dallas/Fort Worth Area

Responsible for providing business and financial products and services to Small Business customers. Identify and address cross-sell opportunities. Serve as resident expert for Small Business products, services, and strategies. Perform tasks such as building relationships, opening deposit accounts; handling credit, treasury, and payroll referrals from the banking centers; etc. Team with sales and support partners across the enterprise.

Dallas/Fort Worth Area

Provide field inspections, verification's, and inventory auditing services for the equipment leasing, commercial lending, wholesale credit, and floor-plan financing industries.Services include leased equipment inspections, general site inspections, business verification's, commercial collections, merchant cash inspections, and franchise inspections• institutions to provide accurate reporting and quality assurance for high level clients with the utmost integrity.

Dallas/Fort Worth Area

Developed & maintained the company's relationships with contacts/customers to grow and cross sell new business through products and services. Acting as the point of contact to improve and expand upon the Banks policy of creating value to the small/medium business owner through improved cash flow & cost/time savings.

Dallas/Fort Worth Area

Serviced Bank of America’s business clients while nurturing & growing the relationships through innovative products & services. Top performer among my peers exceeding expectations.Create tailored banking solutions in conjunction with Merchant, Treasury, Merrill, Banking Centers and related lines of business. Mentored new small business bankers as well as being engaged by companion markets to provide training and performance increasing insight.

Plano, Tx

BOA forms contractual Marketing Agreements with external entities to promote BOA as their preferred lender. I managed this relationship by partnering with analysts, integration managers, and deployment teams to optimize alliance performance.

Addison, Tx

Premier Client Manager, Premier Banking and Investments·Functions as primary point of contact to the Banks high net-wealth customers providing extended servicing and banking products.·Role duality as broker and banker providing money manager accounts, mortgage and equity products with an elevated level of urgency and priority. Series 6 and 63 licensing enables client discussions around certain investment types as well as Money Manager Accounts. Provides focused servicing levels to the Banks mass affluent cliental through customized personal and proactive sales activities. · Ongoing management and maintenance of 200+ client portfolio households numbering over 350 individuals valued at $55mm in deposits and investments. Increased Banking relationships by 30% with well over 85% of all client contact and relationship building.

Irving, Tx / Nationwide

Senior-level HR position responsible for associate readiness for Banking Center Manager and Personal Banker populations for Consumer Bank.Skilled in training/coaching to Bank Mortgage Products including equity lines and loans, small business products and packaged solutions to build and deepen new and existing relationships.Expert in classroom facilitation and the use of distance learning technology. Experienced hands on approach to the creation, implementation and execution of training curriculums.

Benton Harbor, Michigan Area

Fifth Third Bank, St. Joseph, MI 2003–2006Treasury Management Officer· Brought in new business banking relationships and enhanced existing relationships via innovative selling techniques in conjunction with Commercial Loan officers and banking centers i· Produced/increased fee income by in person sales calls resulting in $157,000 for 2004 and $250,000 for 2005 (98% to goal) and $300,000 (97% to goal) in the remainder of 2006.· Demonstrate key abilities: Identification of customer needs and selling into the relationship deeper for increase loyalty; Cross-selling of both business and personal credit card programs including business fleet cards· Execution of strategic plans resulting in achieved goals and targeted customer satisfaction. Studied market trends and business behaviors for implementation.· 75% of position duties involved sales calls, developing and presenting proposals to prospective businesses. Created new business and increased that of existing.

Benton Harbor, Michigan Area

Transamerica Finance (a Division of AEGON), St. Joseph, MI 1995-2003 Business Development, Retail (PLCC) sales Division· Nationwide sales travel to sell revolving financing programs to multiple industries in addition to office based operations. Primary industry was Marine.· Direct marketing to Marine Distributors, Manufacturers, and dealers to maximize sales opportunities for our installment programs. · Acting liaison to establish, service, and develop financing programs for Marine companies as well as others such as Honda, Polaris, Toro and Whirlpool consumer credit card programs.· Hired under contract to train and transition departmental functions to Protocol, Inc. (a third party outsourcing co.) for Transamerica’s Marine retail loan program.· Able to maximize volume potential by servicing key dealer accounts with one on one customer service and financial review.

In Progess

Associate'S Degree

High School Diploma, Business Administration And Management, General