Johnny Wallace Email and Phone Number

Wallace Financial Advisors provides banking relationship consulting for companies and professionals. We review existing banking relationships to make sure our clients are receiving the highest level of service for the lowest cost, and will help clients find new banking relationships if they are dissatisfied with their current bank.

Responsible for management of the Charleston Tri-County Commercial Banking department. Also responsible for direct business development and management of $150MM commercial loan portfolio. Annually recognized as one of the top statewide producers for NBSC.Achieved above average yields and profitability through value-added selling and negotiation. Developed bank customers in C&I, Professional, and Real Estate fields.Provided business development training to subordinates… Show more Responsible for management of the Charleston Tri-County Commercial Banking department. Also responsible for direct business development and management of $150MM commercial loan portfolio. Annually recognized as one of the top statewide producers for NBSC.Achieved above average yields and profitability through value-added selling and negotiation. Developed bank customers in C&I, Professional, and Real Estate fields.Provided business development training to subordinates and other lenders within South Coastal region.Managed a team of five, including three seasoned relationship managers, that were collectively responsible for a $400MM portfolio.Assisted customers in acquisition strategy and execution resulting in substantial growth in sales and profitability.Worked closely with Corporate Services, Leasing, Trust and Securities departments to customize total banking relationship packages for a variety of corporate and professional customers.Proven ability to analyze banking needs from the customer's perspective and provide superior service. Show less

Responsible for business development and loan origination of US Small Business Administration loan products for North and South Carolina. Established Carolinas sales office for national non-bank SBA Preferred lender.Developed non-traditional sources of commercial business prospects. Worked closely with regional underwriters to facilitate SBA approval of loan packages.

Originated commercial loan products and corporate services for middle market companies and professionals in the Charleston Tri-County market. Became part of the team that helped open the SouthTrust franchise in South Carolina. Involved in the day to day management of the balance sheet and income statement for the South Carolina bank.Helped recruit and hire additional commercial lenders and administrative staff.Personally managed $40MM commercial loan portfolio.