I manage a portfolio of clients and focus on new business development within the Commercial Bank for Middle Tennessee. I provide advisory and thought leadership, and customized solutions that complement the industry.

Manage a portfolio of customers primarily focused in the Real Estate Industry with large cash management and unique lending needs. Responsible for new business development. Industries covered include investor real estate, real estate advisory, real estate lenders, property management, escrow/title, private equity and hospitality.

Manage a portfolio of customers in Middle Marketing Banking in Downtown Los Angeles. Industries covered include investment management, private equity, investment funds, manufacturing, distribution wholesalers, investor real estate, consumer/retail, property management, technology, construction, telecommunication, auto, grocers and hospitality.

Underwriting and credit responsibilities role focused on a portfolio of customers in Downtown Los Angeles. Industries covered include investment management, private equity, investment funds, manufacturing, distribution wholesalers, investor real estate, consumer/retail, property management, technology, construction, telecommunication, auto, grocers and hospitality.

Responsible for small portfolio of non-borrowing and borrowing customers and/or shares leadership role with relationship managers and/or customer support manager in managing a portfolio of commercial middle market accounts. Independently and/or collaboratively with relationship manager and/or other treasury management office sales staff to identify prospective opportunities to market or cross-sell non-credit products to new or existing customers, preparing presentation, materials and/or cross-sell packages, ; visits with customers for the purposes of relationship building and cross-sell. Independently handles moderately complex to complex customer issues and problems, reviews and approves wires up to designated limit; monitors overdrafts, confirms additional source of funds and partners with office management in decision making process; evaluates profitability and risk of designated portfolio; provides alternative pricing structure. Trains and/or mentors less experienced Relationship Associates. Serve as a subject matter expert for the office and/or division providing new hire and/or ongoing systems, processes, policies and procedures training. Perform and/or assist in performing financial statement analysis.

Sells retail banking products and services to customers and prospects. Manages customer portfolio, services relationships and cross-sells all products and services. Provides broad base of financial and credit services with the goals of acquiring 100% of the customers' business. Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards. Uses profiling analysis tools to identify cross sell opportunities and makes outbound sales calls typically by phone to increase product per customer ratio.