Eric J. Email & Phone Number

Greater Los Angeles, California, United States

Los Angeles Metropolitan Area

Los Angeles Metropolitan Area

• Provided comprehensive financial solutions to 1000+ small businesses with annual revenues from commencement to $5 million.• Built, developed, and maintained profitable lending and deposit relationships with new and existing customers. Consulted with customers and prospects at the financial center in order to understand their current business practices and identify their financial goals and needs.• Worked closely with business partners to develop, communicate, and implement sales strategies in order to meet/exceed business objectives, and exchange leads/referrals. Conducted joint outside sales calls with business partners.• Gathered, analyzed, and discussed credit and financial information for determination of credit quality and appropriateness of bank products and services.

Los Angeles Metropolitan Area

• Developed and managed relationships with consumer and business clients by uncovering financial needs and recommending a variety of banking products, services, and solutions to meet those needs.• Managed overall consumer and business relationship profitability and portfolio risk and was responsible for profit growth of the portfolios assigned.• Leveraged available resources and technologies to optimize the customer experience and serve our clients with operational excellence and accuracy.

Los Angeles Metropolitan Area

• Engaged customers to assist and educate on how to conduct simple transactions through self-service technologies.• Built and deepened relationships with clients by uncovering financial needs and accurately recommending the best products, services and solutions to meet those needs.• Consistently exceeded sales quotas, being awarded top performing Relationship Banker in Beverly Hills Market.

Beverly Hills, Ca

• Provided exceptional customer experience that led to sales and client retention.• Processed transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures.• Acted as liaison between customers and specialists to ensure they were quickly connected to the appropriate teammate with the expertise to meet their needs.

Newton, Ma

• Performed exploratory data analysis and synthesized the results into actionable information.• Analyzed user survey data, created Excel visuals and identified target audience to help drive sales engagements.• Identified key vendors by technology focus area to aid sales in creating a targeted plan of attack to penetrate key accounts.• Used survey data to help sales overcome market objections and highlight value of products and services.• Monitored survey performance data and worked with marketing teams to streamline processes.

Newton, Ma

• Supported Centralized Marketing team in achieving goals for client acquisition and retention.• Created and executed e-mail marketing campaigns and other promotions, including copywriting.• Tracked product promotions and presented analysis for marketing projects.• Identified, developed, and engaged marketing partnership opportunities.

Newton, Ma

• Crafted, revised, and proofread all marketing copy for email and website promotions.• Maximized traffic and lead capture by utilizing market expertise to target promotions effectively.• Tracked the success of marketing promotions, and optimized underperforming campaigns to meet lead guarantees.

Marlborough, Ma

• Developed and executed client cultivation strategies for local campaigns.• Interfaced with level decision makers within assigned partners to increase account penetration to generate business development.• Delivered short sales presentations to decision makers within assigned customer base.• Coordinated visits and marketing activity to assigned partners daily.• Built and maintained external client relationships.• Acted as corporate liaison between clients and Power Home Remodeling Group.• Attended daily, weekly, and monthly meetings, trade shows, events and on-site client visits to increase brand awareness.

Master Of Business Administration - Mba, Business Analytics

Bachelor Of Arts (Ba), Philosophy

Activities and Societies: Member of the St. Lawrence University Track team (Nov 2006- Mar 2010) 2 year captain, Member of the St. Lawrence.