Kathy Klier Email & Phone Number

Bellevue, Washington, United States

Bellevue Main (King & Snohomish County)

Residential Real Estate Broker

Everett, Wa

Woodinville, Snohomish, Everett & Monroe Market

Successfully provided Small Business entrepreneurs with streamlined banking opportunities through product channels designed for the business model. 5 Star Top Producer in 2014 and 2015.Bank of America's Small Business Banking serves small businesses with annual revenues from $250k up to $5 million. We leverage the power of our company to provide comprehensive financial solutions to our customers.- Responsible for growing the profitability of the small business customer base and will lead with a primary deposit relationship. - Accountable for prospecting and acquiring new priority small businesses, as well as retaining and deepening existing relationships. - Spend time analyzing client financial condition and recommends financial solutions to best meet the client's business and personal needs. - Responsible to identify client needs and will coordinate client involvement with other product specialists, as well as work closely with the following partners: Banking Center, Customer Contact Center, Merchant Services, Business Banking partners and other leadership to deliver an integrated and seamless Bank of America experience for these clients.

Bank Of America / Merrill Lynch

• Responsible for managing and coaching a team of 15 NW Wealth Management Bankers with monthly coaching visits, which included observing, identifying and discussing performance; encourage growth and development with support to the Financial Advisor. Covered WA, OR, ID & AK footprint.• Coached and conducted quarterly reviews, training & leadership to 15 Wealth Management Bankers. Allocated annual salary increases and annual compensation to performance.• Focused on product partnership with the goal of educating Financial Advisors on the Wealth Management Banking value proposition and effectiveness in offering debt and liquidity solutions as a holistic approach. • Coached through partnership development with Financial Advisors, to ensure banking product delivery to clients with banking needs.• Prepared annual business plan and goal allocation to ensure success in Wealth Management Banking Support and product delivery.• Provided deposit and credit expertise and advice to affluent clients in support of the Financial Advisor and client relationship. • Provided comprehensive financial planning capabilities through assessing needs, identifying opportunities, and recommending financial solutions. • Enabled a consistent, high touch client experience that opens the full breadth of banking products and the value of Bank of America / Merrill Lynch.

Responsible to grow and retain clients within a specific territory with an average of $3mm in total deposit relationships with Bank of America. Successfully developed a portfolio from $46mm to $204mm with over 450 affluent client relationships in deposit/investment and credit. Top in the Northwest in terms of dollars under management.Ranked top 10% for total production in 2001, 2002, 2003, 2005, 2006, 2007 & 2008.Northwest Region Top 10% in investment sales for 2005, 2006, 2007 & 2008.Top 10% overall productionTop 10% client satisfaction and client contacts.

Assisted in the interview and hiring process for Banking Center Managers in WA, ID & OR market.Provided in classroom training delivery of Time Management (Franklin Covey), Leadership Skill Development, Management Coaching and Banking Center Manager University classes.Provided continued education for 371 Banking Center Managers in WA, ID & OR market on management skill development, and coaching behaviors.

Mill Creek, Wa

Advised Internal Associates from Personal Banker to Market Executives on how to carry out and exceed in sales through products and promotions offered through Bank of America.Managed FTE of 18 in an A market Banking Center.Advised associates on all levels of Bank of America's technology to improve their sales.Focused on skill development and coaching for sales associates.Provided accessible and dependable information to associates aimed at improving sales results and client satisfaction.Proven track record in sales and new business development.Developed innovative sales strategies and blitzes to improve overall success of departmentSelected by management to mentor new Banking Center Managers

Advised Internal Associates from Personal Banker to Market Executives on how to carry out and exceed in sales through products and promotions offered through Bank of America. Managed FTE of 15 in a B market Banking Center.Advised associates on all levels of Bank of America's technology to improve their sales.Focused on skill development and coaching for sales associates.Provided accessible and dependable information to associates aimed at improving sales results and client satisfaction.Proven track record in sales and new business development.Developed innovative sales strategies and blitzes to improve overall success of departmentSelected by management to mentor new Banking Center Managers

Seattle, Wa

Business Administration

Diploma