As a Sr. AVP Relationship Manager at Wells Fargo, I spearhead strategic initiatives to cultivate and strengthen relationships with small and medium sized business clients. Leveraging a profound understanding of financial products and services, I drive tailored solutions that meet clients' unique needs. My role involves proactive risk management, cross-functional collaboration, and delivering exceptional client service to optimize their financial success. With a proven track record, I excel in… Show more As a Sr. AVP Relationship Manager at Wells Fargo, I spearhead strategic initiatives to cultivate and strengthen relationships with small and medium sized business clients. Leveraging a profound understanding of financial products and services, I drive tailored solutions that meet clients' unique needs. My role involves proactive risk management, cross-functional collaboration, and delivering exceptional client service to optimize their financial success. With a proven track record, I excel in identifying growth opportunities, mitigating risks, and fostering long-term partnerships within the small business community.-Develop and execute comprehensive small business relationship plans, aligning with clients' financial goals and Wells Fargo's strategic objectives.-Proactively identify opportunities for cross-selling financial products and services, resulting in increased revenue and enhanced customer satisfaction.-Collaborate with internal teams to navigate and resolve complex issues, ensuring seamless delivery of banking solutions to small business clients.-Conduct in-depth financial analyses to assess clients' financial health and recommend tailored solutions, optimizing their overall banking experience.-Actively participate in community engagement initiatives to strengthen Wells Fargo's presence within the small business sector and contribute to the bank's positive reputation. Show less

Drove new acquisition sales for telecommunications and IT products/services (e.g., internet/fiber, video surveillance cameras, voice/advance, etc.) across an assigned territory. I prospect and develop strategic partnerships with small to mid-size businesses and organizational affiliations to close new business. I work closely with the Construction and Project Management departments to ensure successful implementation at client sites. I track all sales and account management activities in… Show more Drove new acquisition sales for telecommunications and IT products/services (e.g., internet/fiber, video surveillance cameras, voice/advance, etc.) across an assigned territory. I prospect and develop strategic partnerships with small to mid-size businesses and organizational affiliations to close new business. I work closely with the Construction and Project Management departments to ensure successful implementation at client sites. I track all sales and account management activities in Salesforce, including creating production forecasts, analyzing year-end sales performance, and reporting.✔️ Received a promotion to a Senior Sales role within 2 years.✔️ Served on a 10-member team for the Comcast Cares Event in Eddystone, PA, piloting ethernet dedicated internet (EDI) in key target markets and closing the region's sole sale in 2020.✔️ Achieved a 110% annual close ratio in 2019 and became 3x award recipient of the Elevate Award.✔️ Executed a vertical and industry-focused consulting strategy to accommodate increased demand during the Covid-19 pandemic.✔️ Successfully sold 30-unit HyperBuild in Chester, PA. Show less

I engaged residential and small- to mid-size business owners, conducting 100+ cold-calls daily, as well as taking inbound calls and communicating via webchat. I performed needs analyses to align custom product solutions. I applied thorough product/service knowledge to answer all customer concerns and overcome sales objections. I managed all customer construction and marketing projects in Salesforce.✔️ Completed the elite Miller Heiman Sales Training and McKinsey Accelerate programs… Show more I engaged residential and small- to mid-size business owners, conducting 100+ cold-calls daily, as well as taking inbound calls and communicating via webchat. I performed needs analyses to align custom product solutions. I applied thorough product/service knowledge to answer all customer concerns and overcome sales objections. I managed all customer construction and marketing projects in Salesforce.✔️ Completed the elite Miller Heiman Sales Training and McKinsey Accelerate programs, applying sales methodologies to increase productivity and sales by 10%.✔️ Ranked as the Top Sales Associate within 1 month of assuming the outbound sales role, which led to receiving a promotion to the Inbound Overflow and Web Chat teams.✔️ Produced +100% of annual sales targets for 2 consecutive years: 140% in 2018 and 170% in 2017.✔️ Consistently achieved +180% of monthly sales goals from September 2017 to June 2018. Show less

I conducted 25+ inbound sales consultations daily to generate new business across all product/service lines. I executed business development strategies to close new and maintain existing customer accounts. I conducted periodic account reviews to identify opportunities for portfolio expansion. I evaluated industry and competitor trends to inform product, service, and policy recommendations presented to management leadership.✔️ Achieved 100% of production targets in the Central… Show more I conducted 25+ inbound sales consultations daily to generate new business across all product/service lines. I executed business development strategies to close new and maintain existing customer accounts. I conducted periodic account reviews to identify opportunities for portfolio expansion. I evaluated industry and competitor trends to inform product, service, and policy recommendations presented to management leadership.✔️ Achieved 100% of production targets in the Central, Heartland, and Southern divisions, playing an integral role in propelling the sales team to rank #1 for 3 consecutive years.✔️ Inducted to the Bull Pen for maintaining a high call volume and increasing personal sales by 20%. Show less