Greg Poat Email & Phone Number

Dynamic, driven, and client-focused, I am a seasoned Small Business Specialist and CRM Implementation Expert with over 30 years of experience in the banking and automotive sectors. Currently enhancing small business operations at US Bank, I specialize in delivering strategic CRM solutions and financial services that propel business growth and operational excellence. My journey at US Bank has been marked by leadership roles where I have been instrumental in exceeding sales targets, achieving a significant $3M+ in loan production, and maintaining unwavering compliance across all operations. My passion lies in empowering small business clients through tailored financial advice and innovative banking solutions that ensure financial stability and foster business growth. In addition to my professional endeavors, I hold a Bachelor of Arts in History and Marketing from Murray State University. I am actively involved in community service, serving as a LeadershipPaducah member, a Paducah Symphony volunteer, and an advisor for Theta Chi Fraternity. These roles reflect my belief in the power of community engagement and leadership development.A snapshot of my recent accomplishments includes:➤ Met and exceeded 2023 sales targets by 5%, successfully promoted key financial and banking products, including loansand merchant services, contributing to enhanced customer acquisition, satisfaction, and retention rates.➤ Boosted profitability by 5% per unit by cutting unnecessary steps while maintaining service quality and overhead needs.➤ Won multiple awards, including 6x “Parts and Service Excellence Toyota,” 2x “Sales Excellence Toyota,” and 3x “Parts and Service Excellence Mitsubishi” for exceptional customer service, sales growth, and strategic dealership management.Please feel free to contact me at gpoat66@gmail.com with any thoughts, comments, or questions about my work—I’m always interested in making new professional acquaintances.Key skills: Relationship Building | Performance & Operations Management | Customer Service Excellence | Lending & LoanServicing Solutions | Consultative Selling Approaches | Process Reengineering & Automation | Client Needs Analysis |Project Governance | Loan Underwriting & Approval | Team Training & Mentoring | New Business Development | RevenueMaximization | Market Research & Trend Analysis | Cost Reduction & Budget Control | Technology Solutions Implementation

Listed skills include Process Improvement, Automotive, Leadership, Sales Management, and 19 others.

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  Murray State University

  History