Julio Escobar Email and Phone Number

Challenged to develop new sales opportunities by supporting 10+ Middle Market Bankers within a regional territory. Guided bankers to manage an existing portfolio and extend relationship by uncovering opportunities within middle market businesses with sales ranging from $20M-$500M annually. Sold merchant services, maintained sales records, and prepared sales reports.* Turned around market by coaching bankers to analyze portfolio, discover opportunities to sell merchant services, present services to clients, and successfully close deals. Closed two significant revenue deals. * Leveraged influence in industry and relationships to source, customize, and present solutions to prospects and customers.* Effectively priced business for profitability, responded to RFPs, and cold called prospects.* Managed customer satisfaction, providing follow-up with customers concerning products or services.

Assigned to support Banking Centers in a territory. Sold services to small businesses including loans, treasury, and merchant services. Prospected, cold called, networked, and developed new business opportunities. Drove deposits, lending and deepened existing bank relationships. Assessed and analyzed industry trends and financial conditions of clients.* Increased portfolio >30% through prospecting and acquiring new deals; consistently met or exceeded monthly sales goals.* Retained and deepened existing relationships by analyzing client’s financial and cash flow statements. Determined eligibility for new prospects and sold comprehensive financial solutions.* Efficiently solved client issues by partnering and negotiating with internal bank associates.

Responsible for cold calling, networking, canvassing, and other sales tactics to help achieve revenue goals for both existing business and new business development. Identified and cross-sold opportunities for bank products and payroll services. * Named “Rookie of the Year” — Top 5 in Nation —in first year within industry based on achieving sales quota.* Earned Spirit Medallion for coaching and mentoring new hires.* Consistently met or exceeded assigned revenue targets, increasing sales and new merchant clients by prospecting external sources and centers of influence.* Strengthened relationships with assigned branches by maintaining a high closing ratio on prospects and referring new opportunities back to branch management.* Developed and delivered concise and effective presentations to bank partners and prospective merchants, appropriately pricing products and services while providing field support within assigned territory.* Educated, coached, and communicated initiatives to all bank/referral partners, enhancing product awareness and generating creative ideas and tactics to increase the frequency and quality of partner referrals.* Guaranteed accurate, timely, and professional responses to all referrals and other merchant or bank partner inquiries.

Responsible for acquiring new accounts and for ongoing maintenance of existing accounts on the East Coast. Identified potential customers, made contacts, and developed strategies for selling Money Transfer products and Money Order Services Traveled to offsite locations 50%+ to acquire new customer relationships.* Met and exceeded monthly and annual sales quota.* Negotiated pricing with customers and presented discounted rates for potential customers – if considered to be a high volume customer* Accurately maintained reports and contact log for purposes of tracking sales and trends.* Monitored competitions’ sales and growth to determine high volume potential area for sales opportunities.* Managed special promotions to increase sales volume and increase new customer product/service knowledge.

Solely responsible to assist and support agencies in Wisconsin and Minnesota regions. Accountable for maximizing transaction volume and revenue for full line of service including Money Transfer, Calling Cards and Money Orders, to new and existing agents.* Increased revenue within a two state region by Identifying target sales areas and locations for new Agent contracts.* Prepared sales proposals via telephone and face-to-face contact to obtain new contracts.* Ensured management received timely notice of customer problems, comments, and concerns.