Eric Jeffries Email & Phone Number

New York, Ny, Us

Providence, Ri, Us

Responsible for driving the growth by generating new business opportunities. A key component is strategic planning thorough knowledge of the marketplace. Communicate with centers of influence, build relationships with corporations, participate in professional associations, and identify ways to promote solutions. Monitor and follow-up with clients for retention with high degree of energy, vision, drive with strong business acumen. Negotiate, close business deals and maintain extensive knowledge of current market conditions. Formulate budget for travel and expenses to show a positive return on investment for corporate growth

Cleveland , Ohio, Us

Was responsible for acquisition of new clients and relationship management of business clients. Met with and interviewed corporate customers, discussed their financial requirements, and provided appropriate financial advice.Created and maintained an effective referral network of external COI’s to promote the bank's services. Utilized appropriate sales techniques to attain established sales and revenue objectives. Enthusiastically represented the company as an active participant in local community activities. Provided advice to corporate clients about mergers, acquisitions, capital markets, and so on. Proactively contributed to planning and problem solving, as well as to training and supervision of junior banking staff. Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act).

New York, New York, Us

Execute: Sales, Service and Relationship strategies to support Growth, and Retention of business clients. Develops new-to-bank business relationships as well as cross-marketing of services to existing clients through segment-based sales plans to achieve revenue growth targets and maximize operating capabilities and profitability • Responsible for client satisfaction and relationship profitability, while providing business customers with single point of contact within Citi.• Provide product specialists with qualified referrals for cross-sell. Assist in closing deals across all products. Formally business Credit Certified!• Use sound judgment in qualifying potential customers/deals as well as recommending the right financial solutions/products for the customer. Ensure customers meet credit/compliance criteria before submitting to centralized credit for approval. • Partner with other Citi businesses (i.e. Retail Banking, Treasury, etc.) to ensure ongoing and appropriate communication to support overall client and franchise objectives.• Maintain frequent interaction with centers of influence, diverse industry segments, community leaders, regulators, and senior business contacts. • Strictly adhere to internal control policies such as the account opening protocols of accurate collection, completion and updating of all required documentation.

Charlotte, Nc, Us

* Identify, solicit, develop, manage, service, and expand personal and business relationships.* Develop, approve and service retail and small business loans for businesses within limits of authority. Underwriting experience. *Proactively contact existing small business customers to expand and deepen relationship and ensure all financial service needs are met.*Maintain customer advocacy and client retention by providing exceptional customer service in every customer transaction.*Drive efforts in the Branch to identify and implement service behaviors that improve the overall customer experience through coaching methods.*Own customer issues - resolve customer issues promptly and effectively*Establish and maintain strong relationships with branch staff and other officers of the Bank (Commercial, Relationship Managers, Investments, Payroll Services)*Serve as primary interface to support Business and Commercial customer servicing needs including relationship-managed customers.

San Francisco, California, Us

* Work to build long-term advisory relationship with clients by analyzing situations with the goal of achieving results in their best interest regarding financial goals through needs assessments.* Develops sales strategies for maintaining and further penetrating existing client relationships.* Combines consultative sales approach and financial expertise to create value added solutions for clients. * Makes proactive sales calls on current customers and prospects to seek personal and business opportunities.* Works Within the organizational structure to effectively achieve annual goals.*Aggressively call on potential business and retail clients to maintain productivity and profitability in lending and non-lending relationships

*Implemented all aspects of territory and account management; fulfilling a wide range of requests for information from current and prospective customers and qualifying level of opportunity. * Responsible for the sale of software solutions utilizing direct consultative selling to prospective and current accounts in need of database software.* Account Management of territory and maintained Corporate level relationships, negotiating pricing, and providing due diligence for software sales.* Provided advanced strategic sales techniques, knowledge of software acquisition cycles and buying influences.* Use of corporate contact management solution for efficient organization of sales efforts.

* Experience selling to senior executives*Identified accounts with high "close" potential, qualifying opportunities thoroughly, and accurately forecasting timeframes to close business.* Responsible for revenue growth of start-up software company. * Quickly develop sales plan, product positioning, and competitive analysis* Provided schedule of pricing of software and negotiated formal and informal contracts for software sales and tech support services.* Maintained relationships with vendors and end users for sales and distribution opportunities.* Developed focus on vertical markets *Developed partnerships for software integration.

Baa, Business Administration

Education record