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.

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.

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.
• 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.
• 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.

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.

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.

*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.

* 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.

Baa, Business Administration

Education record