Jon Cornett-Mckee Email & Phone Number

Charlotte, Nc, Us

Charlotte, Nc, Us

Partner with Relationship Managers to develop and recommend industry research and insights for prospect and client meetings. Develop strategies to grow business in the market using portfolio analytics and sales tools. Enable the market to achieve growth targets by developing consistent execution tactics and inspection routines. Act as a client advisor using insights and recommendations to grow the client’s business. Client & Industry Insights: Leverage sales tools (Navigator, PeerProfiler, VerticalIQ, Marketing Toolkit , etc.) to develop industry insights for a client or prospect meeting. Propagate industry knowledge across the market to apply learnings to multiple clients. Create Peer Profiler Library for the market’s most common industriesProactive Calling & Pre-Call Planning Develop pre call plan strategy for all client calls in partnership with SSA to garner existing client information. Develop pre call planning package for each client/prospect using insights that will shape a meaningful client conversation. Leverage pre call planning tools to ensure consistency and execution of calling practices. Support Executive calling pre call planningMarket Strategy: Works in concert with the Market Executive and Relationship Managers to build individual business plans and a market plan. Creates inspection routines that drive activities to growth. Develops best practices to share across the market and region. Leverages sales tools (CAT, Navigator, etc.) to mine prospecting strategies and opportunities for the market. Develop COI Strategies to win influence in the market

Charlotte, Nc, Us

Responsible for managing day to day relationships with clients. The primary responsibilities include retaining existing revenue, seeking opportunities to deepen solutions per relationship, manage pricing & profitability, and direct phone/web-based clients calling. The TAM will liaise regularly with local IAs on fulfillment request & dedicated Bronze Servicing member for service requests. The TAM is responsible for coordinating regular relationship review meetings with the client team and will look at any process inefficiencies, improvements and industry initiatives that would benefit the client. TAM will work in partnership with Local Treasury Sales Officers and Relationship Managers to ensure clients are receiving excellent coverage, and will recommend changes when a move to local coverage or other options are appropriate.

Charlotte, Nc, Us

The Sales Support and Treasury Associates (SSTA) is responsible for supporting Relationships Managers and Treasury Sales Officer’s in various client activities. The SSTA will assist with identifying, scoping, and presenting treasury solutions to Commercial clients with focus on developing new treasury business and expanding current client relationships. Partners closely with other client team members to consult on sales opportunities and provide the product expertise necessary to deliver the best possible solution to the client. Demonstrates ability to assess client needs, possesses strong advisory skills, and has strong written and oral presentation skills. Job functions may also include client on boarding, relationship retention/deepening/satisfaction, deposit fulfillment and supporting the documentation preparation function. Assists in relationship planning, gathering information regarding prospects and updating plans as needed. Serves as point of contact for account openings/closings, primary escalation contact for service-related issues arising out of the contact center, and as liaison for clients in navigating the bank. SSTAs may also provide industry, prospecting, and client research support to the client team for use in the sales process and assist with sales presentation content development as requested. Responsibilities include ensuring client relationship data integrity (including primary responsibility for Navigator coverage and deal teams, client contact info, deal pipeline, industry/legal codes, and systems of record linkages timeliness, completeness, and accuracy), and coordinating Client Management Process (CMP) activities. Has primary responsibility for Customer Due Diligence processes by ensuring timely and accurate compliance to policy and regulatory requirements related to Anti-Money Laundering, Money Services Businesses, other high risk indicators or industries, and related Know-Your-Client activities.

We are a family focused travel agency that specializes in Disney Destinations, Universal Orlando, Sandals and Beaches Resorts and all major Cruise Lines. We have been named by Disney as a EarMarked Agency, meaning we excel in service for our clients and their families.

Charlotte, Nc, Us

Responsible for sales management and revenue generation, by leading, encouraging and guidingbranch associates. Proactively contact clients and prospects to identify additional financial needs, initiate client relationships and attract and retain new client households and small business relationships. Initiate, direct and participate in outside retail and small business client development. Participated in community organizations to solicit and develop new consumer and smallbusiness relationships. Responsible for providing leadership and coaching. Responsible for candidate selection and onboarding, goal setting, performance reviews, salary reviews, promotions, transfers, terminations, training, etc.

Charlotte, Nc, Us

Directly manage five full-time and two part-time employees, conducts performance reviews,coaching to increase sales and performance. Also, responsible for all hiring activities of thebranch. Managed 2 Branch Locations in Lynchburg, VA from May 2015 – April 2016. Responsible for driving branch performance results, through effective use of the Needs MetFramework. Also conducted off site activities to increase business client base.Ensures compliance with internal controls, operational procedures and risk managementpolicies.

Roanoke, Virginia, Us

Direct, develop and motivate Call Center personnel ensuring that employees maximize memberrelationships. Coaching Employees for excellence.Monitor all Inbound and Outbound Call Center activity for compliance to applicable regulations and adherence to organizational policy and procedures in regard to loans, new accounts, and documents prepared by Call Center Personnel. Assisted in the implementation of electronic document system (Docusign). Monitor department results relative to Performance Plan and Production Goals and ensure the appropriate steps are taken to correct unsatisfactory performance.

Charlotte, Nc, Us

Provide a superior client service experience while assisting in and supporting all aspects of service and sales-related activities in the branch. Develop new and strengthen/expand existing personal and business client relationships through daily client relationship management, providing financial solutions that meet clients' needs and goals, penetrating all product and service lines. Provide financial solutions that meet clients' needs and objectives using sales activities to include conducting consultative conversations, online charts, teleconsulting and making referrals when appropriate. Support the efforts and goals of the branch team through personal sales of a wide variety of SunTrust Bank's products and services and use of referrals, as appropriate, across Lines of Business. Provide service excellence; perform routine client maintenance requests, problem resolution and basic sales functions. Commit to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients. Perform Teller functions as required. Head Teller and responsible for all branch cash controls, including CashMaster, as well as ordering cash. Ensure compliance with internal controls, operational procedures and risk management policies. Selected to be an OJT Facilitator for new tellers and Financial Service Representatives. Responsible for Branch scheduling to insure the branch was staffed to accommodate our client’s needs. Acted as manger on duty when branch manager was out of the office on vacation or in meetings. Also assisted with coaching and teammate development. 2012 SunTrust Bank Chairman’s Team, 2012 SunTrust #1 Banker: Mid-Atlantic In-store Division.