James Robards

James Robards Email and Phone Number

Leadership | Strategic Planning | Risk Management | Partnering and Collaboration | Credit Risk | Relationship Management
James Robards's Location
Charlotte, North Carolina, United States, United States
James Robards's Contact Details

James Robards personal email

n/a
About James Robards

Financial services senior leader with extensive experience in developing and leading high performing teams and cultivating and directing proficient partnerships across multiple lines of business. Proven track record in aligning business growth and development, client retention, operations and risk and compliance oversight with the key performance indicators of a large, top tier financial organization. Regarded as a strong leader in driving for results utilizing interpersonal and communication skills. Vast experience in working across all organizational levels in building proficient and effective business relationships that drive and lead organizational change in a dynamic environment. Skilled in developing and implementing processes and controls that mitigate risks and address regulatory requirements. KEY COMPETENCIES: Strategic Planning and Implementation, Partnering and Collaboration, Credit Origination and Underwriting, Product Development and Marketing, Project Management, Risk and Compliance Oversight, Business Development, Presentation Skills, Problem Resolution, Analytical Skills, Leadership and Team Member Development, Relationship Management.

James Robards's Current Company Details

Leadership | Strategic Planning | Risk Management | Partnering and Collaboration | Credit Risk | Relationship Management
James Robards Work Experience Details
  • Wells Fargo
    Regional Sales Manager, Svp
    Wells Fargo Oct 2001 - Dec 2019
    • Lead high performing, high profile sales groups that were critical components in driving success in key lines of business in the affluent and high net worth segments.• Managed overseeing $2.5 billion in new affluent credit originations annually.• Developed and lead a team comprised of Credit Advisors, Relationship Specialists, Credit Analysts and Managers providing Financial Advisors the ability to offer a holistic advisory relationship to their high net worth clients by integrating credit solutions. • Developed and lead a team of Affluent Relationship Bankers that provide a virtual relationship management experience for affluent customers.• Developed extensive partnerships across multiple lines of business working strategically to provide a successful platform that links bank and brokerage in helping high net worth clients meet their financial needs. • Proficient in the review of financial and operational data to support the objectives of the business. • Subject matter expert on numerous project management activities in building out new initiatives and solving for outstanding issues.
  • Wells Fargo
    Direct Bank Senior Sales Manager, Vp
    Wells Fargo Dec 1996 - Oct 2001
    • Developed a team of virtual Relationship Managers as part of the newly formed virtual sales initiative working with professionals with mixed households managing their business and personal banking relationships as well as investment needs. • Established partnerships with Retail and Wealth Credit, Private Banking, Small Business, Marketing, and Investments in order to meet customer’s financial needs through a virtual relationship management model.• Responsible for establishing and meeting annual sales and revenue goals managing risk and compliance.• Successfully integrated newly acquired customer relationships through mergers with other institutions

James Robards Skills

Banking Loans Credit Mortgage Lending Consumer Lending Wealth Management Credit Analysis Portfolio Management Loan Origination Commercial Banking Commercial Lending Small Business Lending Mortgage Banking Asset Based Lending Series 7 Financial Services Risk Management Sales Management Strategic Leadership Team Leadership Trading Establishing Strategic Partnerships Investments Financial Modeling Relationship Management Series 63

James Robards Education Details

Frequently Asked Questions about James Robards

What is James Robards's role at the current company?

James Robards's current role is Leadership | Strategic Planning | Risk Management | Partnering and Collaboration | Credit Risk | Relationship Management.

What is James Robards's email address?

James Robards's email address is ja****@****rgo.com

What schools did James Robards attend?

James Robards attended Furman University.

What skills is James Robards known for?

James Robards has skills like Banking, Loans, Credit, Mortgage Lending, Consumer Lending, Wealth Management, Credit Analysis, Portfolio Management, Loan Origination, Commercial Banking, Commercial Lending, Small Business Lending.

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