James Phelps Email & Phone Number

-Managed a client book of business that exceeds $3MM assets under management comprised of over 300 retail, small business and preferred clients.-Originated and structured over $5MM of debt facilities in unique situations to a variety of client needs, including but not limited to HELOCs, Mortgages, Small Business Term Loans/Lines of Credit and Credit Cards.-Involved in all aspects of client relationship management, including client outreach activities, relationship service calls, emails and future dated appointments to establish lasting relationships and ensure repeat referral business. -Consistently met and exceeded sales goals by fitting clients into the best solutions at every stage of their financial life.-Closely collaborate with mortgage lenders, small business consultants and investment advisors in order to cross-sell financial solutions driving a “One Team” culture.-Supervise and coach team on proper execution of key banking center plays while role-modeling the desired behaviors. -Organized and led daily pipeline meetings with junior bankers in order to strategize sales targets.-Global recognition in 2017 as Community Champion for outstanding volunteering efforts (225+ hours logged)

San Francisco Bay Area

Operations: -Operated a satellite office of 20+ size fleet of cars ensuring excellent customer service.-Operated satellite office at biggest body shop account.-Managed service agents in order to accurately provide pick-up/drop-offs while maintaining vehicles at optimal condition for the rental process.-Expedited rental experiences by organizing a priority pass system.-Implemented a Gas Revenue Check system raising fuel revenue by 7% in one month.Sales-Ranked second in sales during the summer internship at Enterprise Rent-a-Car.-Consistently placed in the top third of sales in the South San Jose area.-Ranked top 5 in fuel sale in the Region in three consecutive months.-As an intern, implemented an unorthodox sales matrix that lead to an increase of 32.4% in sales and 2.4% overall profit.-Sales plan included: *Intra-branch competitions that incentivized colleagues to strive for success. *Competitions employed an elaborate sale point system to render the winner. *Morning "Pep-Talks" in which colleagues used a positive critique model to tackle sale stagnation. *Closing Remarks, in which colleagues would role play through tough sale scenarios and receive feedback. *Central to the philosophy of the sales plan was affinity to positivity and fun! Making the plan enjoyable and easy to follow. Marketing-Marketed Enterprise Rent-a-Car products and services to a vast array of accounts. Accounts include: Body Shops, Hotels and Resorts, and the Universty of California Santa Cruz.-Promoted business with students of the University of California, Santa Cruz in order to raise revenue.Staffing-Provided referrals to the position of Customer Service Agent.-Aided and mentored Customer Service Agents in order to achieve promotion to the Enterprise-Rent-a-Car internship.

San Francisco Bay Area

Customer Service-Provided outstanding customer service in the city of Watsonville to customers that only spoke Spanish. -Maintained rapport with customers, accounts and business leaders in Santa Cruz county.-Provided outstanding customer service culminating in a customer service satisfaction rating of 90%.

Santa Cruz

Santa Cruz

Bachelor Of Arts (B.A.), Legal Studies

Bachelor Of Arts (B.A.), Politics

Cybersecurity

Education record

Education record