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.

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.
• 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.

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.

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.

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.

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.

In Progess

Associate'S Degree

High School Diploma, Business Administration And Management, General