Geena M. Email & Phone Number

Irvine, Ca, Us

California, United States

Orange County, California Area

Rookie of the Year 2019; 171% of quota in the first year; Financial Services Rep of the Quarter 2020; President's Club 3 years in a row; Western Region Financial Services Rep of the Year 2020; Rep with Most ACV in 4th Quarter 2020

Orange County, California Area

Houston, Texas Area

Responsible for the growth of our SMB TeleCheck business throughout First Data’s 6 distribution channels totaling $250M in annual revenue.● Commercializing new and innovative check/ACH processing solutions within our 6 distribution channels, through T&D and Marketing, to secure new deals and increase YoY revenue by 5%● Leading presentations and conference calls with SVPs and VPs, to ensure full productivity and revenue success● Collaborating with Product teams, Support Staff, Sales Leadership, Managing Committee, and Financial Institutions to launch current and existing products to successfully deliver 10-20 new TeleCheck agreements a month per distribution channel● Executed sales strategies for clients to generate a return of investment and increase sales numbers by 10% in potential verticals such as Healthcare and Auto Industry● Consistently recognized as an owner-associate that contributed in referral-based sales and going above and beyond for our internal team members - through our reward system and a headline on our company worldwide website

Houston, Texas Area

Analyzed and assessed the client’s needs to provide solutions that would grow their business and grow First Data yearly revenue by $160K● Consistently doubled monthly quota on new business, renewals, and up-sells and delivered $100M in new business volume year over year● Exceeded quota by 200% in the first 5 months● Proactively self sourced a broad range of business clients to provide the First Data portfolio of solutions throughconsultative selling practices to ensure company profitability● A quick learner in the full First Data Merchant Suite - trained, coached, mentored, and implemented strategies tothe team, facilitated product feedback as a member of the Clover Council, while growing our sales by 40%● Partnered with internal and external alliances to explore opportunities, analyzed reporting data, and presentedproposals with business solutions to C-level contacts; from small-to-medium size businesses to large corporations

Supported and maintained business banking relationships in 20 retail branches to guarantee 80% referral closing ratio in our merchant services business● Maintained an 80% closing ratio by conducting and performing financial and industry cost analyses through financial statements● Determined the viability of existing or potential business relationships by assessing business needs and developing proposals to solve cash management through 50% cold calling and 50% partner leads● Identified potential up-sell opportunities for other WF products and services by partnering with Business Banking, Commercial Banking, Wealth Management Group, and all other sectors of the Banking Industry● Top Unit Performer in November 2012, January 2013, and February 2013; Top Volume Producer in August 2012; consistently recognized for success in sales through recognition awards, certificates, and an article in Wells Fargo Merchant Newsletter● Led conference calls to train and motivate new merchant consultants due to consistent success in sales contribution; educated over 100 internal associates that include, Branch Managers, District Managers, and Area Vice Presidents, through classroom training and one-on-ones, on our sales process and products to achieve our goals of 30MM annual quota, 20K in profit, and 15+ units

Houston, Texas Area

Effectively sold banking products to be promoted year over year and managed a retail branch to continue succeeding in customer service and surpassing our team sales quota by 20%● Implemented new strategies and developed ideas and campaigns throughout the District● Resolved customer issues and serviced existing accounts to help meet all their financial needs within all sectors of theindustry● Established relationships and built a book of business with personal/business accounts, credit lines, commercial loans,and additional products● Gold in Q2, Platinum in Q3 and Q4 of 2009, Gold in Q1 of 2010 in District sales numbers; top scores in customersatisfaction surveys● Promoted to Assistant Manager in a year and a half due to strong work ethics and sales knowledge; continued to be top10 in the district while playing dual manager and banker roles; coached and trained bankers and tellers through one-on- ones, observations, and reviews

Bachelor Of Arts (B.A.)

Education record