As a dedicated Business Banking Relationship Manager, I specialize in providing tailored solutions and forging strong connections to drive business success and expansion for my clients. Serving as a trusted advocate and financial advisor, I prioritize understanding my clients’ needs to offer strategic guidance and support. Additionally, I actively seek out new opportunities by collaborating with centers of influence, existing clients, and internal partners to identify potential clients in need of a banking partner aligned with their goals and vision.By maintaining ongoing engagement with clients, I ensure a comprehensive understanding of their evolving business requirements, allowing for the timely delivery of customized solutions. Leveraging a collaborative approach, I work closely with diverse internal and external stakeholders to provide seamless and effective support across various business lines.

Managed a portfolio of Business Banking clients while delivering a comprehensive and customized business banking solutions tailored to the clients financial and cash management needs. Utilization of business, finance, banking, credit and risk management knowledge to identify, recommend and promote solutions that best serve the client while working within risk parameters to protect the bank. Strengthen existing relationships by proactively calling on clients to gain a deeper understanding of their businesses while analyzing growth opportunities. Collaborate with internal partners across all lines of business to provide a team approach to client service and retention. Utilize centers of influence and existing client referrals to identify and pursue potential new clients to the portfolio.

As a dedicated advisor and manager, I managed a portfolio of Business Banking clients, providing tailored solutions to meet their financial and cash management needs. Leveraging expertise in business, finance, banking, credit, and risk management, I identified and recommended products and solutions that align with client objectives while ensuring adherence to risk parameters. The objective is to cultivate and strengthen client relationships through proactive communication, gaining insights into their businesses, and identifying growth opportunities. Also as an avenue to success I would collaborate with internal partners to deliver a holistic client service approach and foster retention. Additionally, I leverage centers of influence and client referrals to expand the portfolio with potential new clients.

Recruited as a Business Development Officer working out of the Comerica Headquarters in the downtown Dallas Market. I was responsible for enhancing bank’s recognition factor in the area and establishing innovative programs to promote organizational growth and market share. Skilled in identifying new business opportunities, cultivating relationships, and client management. Experienced in conducting market research, analyzing trends, and developing strategic plans to penetrate target markets. Strong communicator and negotiator adept at presenting value propositions and negotiating favorable terms. Collaborative team player with the ability to forge partnerships and alliances to achieve mutual goals. Passionate about driving business success through innovation and customer-centric solutions.

In my first position in a business banking group, I was the support partner for five Relationship Managers. Partnered and participated in financial reviews to identify cross-selling opportunities and was the direct daily client contact. Responsible for providing product, operational, and client fulfillment support to exceed client expectations, achieve sales retention, and foster client development and revenue growth. Conducted and utilized market and customer research and analysis to identify cross sale opportunities and execution. Accountable for coordinating the on-boarding of new clients and assuring all applicable process and procedures were followed. Recipient of Bank of America’s Top Honor the Award of Excellence.

My first position in banking was the Manager of Branch Operations for the Consumer Banking Center in Plano. While Manager, the center moved to profitability through programs developed and implemented in the areas of employee development and client prospecting in the surrounding communities. As a result, this team improved from last in the DFW market to the top half in my first year as manager.

Manager in the Contract Administration, Project Management, and Supply Chain Management group. Duties included being the primary interface for the internal and external Customer Service and Sales Team accountable for order booking, processing, and reviewing internal financial requirements for multi-million dollar accounts. Prepared and delivered customer sales proposals and change orders for major customer sales regions. Developed, implemented, and maintained Statistical Process Control programs resulting in a significant reduction in process errors and related expenses.