Julia Baldwin Email & Phone Number

Atlanta, Ga, Us

United States

Atlanta, Ga

Atlanta, Georgia

Sales Management and Support for Financial Advisor channel

Southeast And Central Division

Create, support, and execute strategy in partnership with market, region, and divisions leadership to drive proficiency and execution in sales effectiveness, specializing in Small Business clients.Partner with teammates across the organization to develop and execute new hire training, ongoing education, and launch new sales support tools.Drive Small Business sales effectiveness proficiency at management and field associate levels.Analyze data to drive an aggressive sales growth plan.Responsible for the Small Business revenue plan achievement.

United States

Responsible for the Small Business product revenue plan achievement.Led a franchise performance management team who provided analysis, support, training, and expertise to field executives enabling the achievement of the Small Business product and financial plan.Key liaison between multiple channels, understanding the strategic goals of the channels and partnering to meet them, as well as initiative development and management. Maintained a broad set of contacts to address a wide range of Retail and Small Business needs and topics.

Community South Region

Responsible for achieving retail sales results in the Southeast markets located in Georgia, Florida, South Carolina, North Carolina, Tennessee.Partnered with the Region Executive on planning, strategizing, and ensuring implementation through Consumer Market Executives of all sales and customer experience priorities.Managed product and support partnerships and field integration to support region strategy.

North Atlanta Region

Responsible for 40 bank locations with 400 + employees, achievement of sales goals, operational excellence, manage risk, and exceed customer satisfaction targets.Managed day to day operations, sales, and customer experience. Hired and trained associates. Handled all human resource functions, risk management, and associate development activities.