Gina Floyd Email and Phone Number

- Ensure growth of my portfolio by identifying prospects, executing a consistent calling plan, which includes cold calls, and drop-in, and working to move their financial wellness benefits to PNC Bank.- Focus on client opportunities by providing ideas and insights based on an understanding of the clients needs related to the benefits offered.- Establish and foster relationships with internal partners and attend networking events.- Formal presentations, both virtually and in person.

Assistant to Stockbroker/Financial Advisors in servicing clients including preparing financial plans, money movement, and preparing presentations for clients. Mitigate risk through appropriate authentication standards for high risk transactions, ACAT initiation and other operational request. Also performed as Branch Operations Coordinator maintaining FINRA compliance files, provide client service and front office duties.

- Actively refers both retail and commercial clients to the Integrated Relationship Management team to create value and generate revenue for the bank- Develops and profiles new client relationships to gain business for BB&T within retail and small businesses by utilizing in-person meetings and outbound calls- Proactively acquires retail households by adding value to existing business relationships and prospects through an exclusive employee banking benefits program- Manages existing… Show more - Actively refers both retail and commercial clients to the Integrated Relationship Management team to create value and generate revenue for the bank- Develops and profiles new client relationships to gain business for BB&T within retail and small businesses by utilizing in-person meetings and outbound calls- Proactively acquires retail households by adding value to existing business relationships and prospects through an exclusive employee banking benefits program- Manages existing client relationships by delivering superior client service and profiling for current and future financial needs in order to maximize BB&T products Show less

- Identify, solicit, develop, manage, service, retain and grow long term relationships with retail, commercial and corporate business clients.- Educate business employees on financial wellness, deposit accounts, loans, mortgage and insurance.- Responsible to our Integrated Partners to strengthen and build the client relationship.

- Initiated, developed and managed long-term profitable relationships with an assigned client base while helping clients achieve financial security- Focused diligently on maintaining both retention of existing clients and growth of new clients- Consistently exceeded monthly goals and referred sales to other internal departments- Trained new Relationship Bankers on products, procedures, programs and BB&T culture

- North Carolina State Administrator license and Med Tech license current for length of employment.- Successfully manage and operate three assisted living and an Alzheimer’s communities.- Solely responsible for operations, budgets, census, capital expenditure, revenue, training and marketing.- Oversee and managed 130+ employees and 200+ residents; interviewing, hiring, coaching all employees and department heads.- Adhering to the North Carolina state rules and regulations in… Show more - North Carolina State Administrator license and Med Tech license current for length of employment.- Successfully manage and operate three assisted living and an Alzheimer’s communities.- Solely responsible for operations, budgets, census, capital expenditure, revenue, training and marketing.- Oversee and managed 130+ employees and 200+ residents; interviewing, hiring, coaching all employees and department heads.- Adhering to the North Carolina state rules and regulations in addition to Guilford County DSS.- Successfully met profit/loss margins monthly. - On call 24/7 for staff, families and residents. Won ‘Home of the Year’ for two consecutive years out of 48 communities. Show less