Harmony Sochor, Mba Email & Phone Number

Bozeman, Montana, Us

Marketing and Demand GenerationGlobal Events

Bozeman, Montana, Us

Circle of Excellence (President’s Club) 2019; 127% quota attainment FY19Client-partner team that manages and grows relationships with 31 key financial institutions through consulting, SaaS and long-term strategic customer relationshipsConsult with C-Suite level executives to integrate solftware solutions into new and existing business models (Scores, marketing, originations, collections, risk, fraud, etc.)Generate client leads through consumer life cycle: pre-acquisition through contract termination.Bridge between sales, marketing and other internal organizations for strategic alignmentAttend conferences and client on-site visits for demos and POCsDaily use of Salesforce in planning, forecasting and reporting

Bozeman, Montana, Us

Managed indirect consumer lending and lease relationships with 30+ banks along with promotion of ancillary dealership products. My role required direct working relationships with the full sales team and sales managers as well partnerships with the service and accessories teams. This position reached far beyond sales; it placed a high and detailed emphasis on the completion of all paperwork ensuring that everything met federal, state and bank level lending standards.

This position was a hybrid between 2 unrelated roles: training and development (HR) and PR/Marketing (Sales). Decisions made in this role impacted every department within the dealership and spanned across 3 brands (Toyota, Chevrolet, Cadillac). I worked heavily with the sales teams ensuring that new team members were trained on the product and how to sell. From a PR/Marketing perspective, I negotiated contract with advertising vendors (TV, radio, print), sponsorship contracts and non-profit fundraising. The budget managed in house was approximately $2M annually, which then was accounted for through co-op standards. Both public and employee only events were also executed as a part of this position.

San Antonio, Texas, Us

Trained and licensed to sell all property and casualty lines in 13 states (auto and home policies)Member experience representativeMaintained an effective cross sell rate of approximately 35% by uncovering additional needs

San Francisco, California, Us

Came on board with Wells Fargo after they acquired Wachovia in 2009.1. Store Manager:-Managed 6 team members-Analyzed all branch audit paperwork to ensure accuracy-Developed monthly and annual sales goals and standards-Promoted Wells Fargo in the community through networking and events-Coached the service manager and personal banker in individual roles2. Service Manager:-Managed 4 tellers-Organized team huddles and weekly one-on-one coaching sessions-Developed customer service team to meet sales expectations-Filled in on the teller line, processed daily balancing functions, and would buy/sell bank funds

Charlotte, North Carolina, Us

1. Licensed Financial Specialist-Identified sales leads to generate new business for branch through both walk-in traffic and telephone sales-Partnered with other departments on a referral basis (Financial Analysts, Business Bankers, and Wealth Management)-Obtained TX life and health insurance, series 6 and 63 licenses2. Consumer Marketing Representative-Acted on sales leads and referrals to retain current clientele and build new relationships for auto loans-Negotiated terms of loans with clients based on creditworthiness-Developed sales training programs for managements-Cross-trained with credit officers, loan officers, and served as the primary interface between customers and internal departments-Ranked 1st of 22 representatives nationwide-Exceeded production goals, capture ratios, non-prime capture ratios, and ancillary production goals consistently.

Master Of Business Administration (Mba), Business

Ms Hospitality Industry Studies - Certificate, Hospitality

Bachelor'S Degree, International Marketing