Frank Willis Email & Phone Number

Great Neck & Jericho

Increased client acquisition by establishing new business relationships through various sales techniques including networking, prospecting and effective telemarketing. Deepen existing relationships by scheduling appointments for account reviews to identify cross-sell opportunities and assist in the on-going strategies for business growth and development. Support management in planning, organizing and implementing daily sales & service activities to create a strong team in order to meet daily/weekly goals.Strong partnership with key support groups (Merchant Services, Cash Management, Commercial Business and Mortgage) to ensure ongoing customer satisfaction and growth of the business.Create and maintain client files to support the operational integrity and excellence of the branch

•Successfully set-up, opened and managed a new branch office by hiring and developing staff to meet and exceed individual and branch goals.•Obtained 100% of first years goals along with building relationships with referral partners such as: Business Development Officers, Merchant Services Representatives, Mortgage Representatives and Investment/Insurance Representatives.•Implemented a successful cold calling plan to schedule appointments with prospects gathered from networking groups, customer referrals, area blitzes and market information sheets.•Manage all aspects of the branch including: overdrafts, expenses, audit controls, staffing, customer service and facility maintenance.•Developed and served as president of the “Deer Park Business Connection”; a networking group for Deer Park businesses to share ideas and interact with a goal of increasing sales. •Other initiatives include: “Showcase Your Business” and “Business Card Exchange”; in-branch events to help local businesses promote their product and/or services.