Lucas Grace Email & Phone Number

Baltimore, Maryland

Chesapeake Plywood, LLC, Baltimore, Maryland, February 2014-PresentSales Manager (2018-present)• Took sales team from $17.8M in 2020 to $42.5M in 2022.• Took truck sales from $684k in 2020 to $1.6M in 2022.• Oversee a staff of 10 sales personnel (Inside and Outside Sales), Logistics supervisor and 10 drivers (local and regional), and 2 sales support personnel.• Hire, train and provide professional development for team thru weekly sales meetings, weekly product knowledge meetings, daily debriefs, regular training• Built a sales plan and territories from scratch• Set weekly, monthly, and quarterly goals based on teams’ performance to date. • Evaluate all aspects of revenue growth opportunities continuously looking of areas to expand upon and grow the business revenue.• Maintain and grow existing and new client relationships.• Establish monthly and annual quotas for team and implement marketing strategies to analyze trends that cover all aspects from revenue projections to expense controls.• Oversee and direct performance of sales team including quarterly and annual reviews.• Attend meetings with clients to discuss new company products or renew their contract.Sales Representative (2014-2018)• Answered incoming customer calls and wrote sales orders• Made outbound calls to customers generating sales revenue• Visited customers and built relationships honing sales skills• Routed the board for truck routing optimization of deliveries• Produced sales results year after year

Maple Lawn

Sales:-Served as primary contact for new account openings.-Cross sell other products/services to clients and prospects.-Proactively and reactively contact clients and prospects daily by phone/in person to identify additional client financial needs and strengthen client relationships.-Support the branches goals of referring business to associates in the following fields:•Retail loans •Mortgages •Investments•Private Banking•Insurance•Small business/Corporate Banking •Merchant Services•Payment Solutions-Helped lead our team’s sales efforts by having monthly call nights, weekly sales meetings, weekly product knowledge meetings and daily debriefs.Service:-Serve as contact for client problem resolution and perform maintenance for current clients as dictated by the needs of the office.-Serve as contact in responding to client and non-client service inquiries as dictated by the needs of the office.-Support team service process by participating in team service efforts such as service meetings.-Served as primary point of contact for frustrated/unhappy clients looking to speak with management.Operational:-Adhere to regulations and internal control procedures. -Responsible for attending applicable training classes and completing computer based training, etc.-Stay abreast of all changes in policies and procedures to ensure compliance with current guidelines.-Responsible for having minimal operations errors (signature card for each new account, credit card applications signed/scanned in the system, etc.)

Columbia, Md

Sales/Operations:-Processed transaction in drive thru, as well as in the lobby quickly and efficiently.-Cross sell other products/services to clients and prospects.•Referred high balance clients to investments.•Referred clients who had loans but no other relationship to our banker for account referral opportunities. -Proactively looked at business transactions to see if they had opportunities for other referral situations -Support the branches goals of referring business to associates in the following fields: (Not goaled personally as a teller, but prepared me for my Relationship Banker Role)•Retail loans •Mortgages •Investments•Private Banking•Insurance•Small business/Corporate Banking •Merchant Services•Payment Solutions•Responsibilities-Provide professional client service by performing accurate transactions, greeting the client, smiling, using the client’s name during the transaction, and thanking each client for his or her business. •Refer clients to other branch personnel as needed.-Perform the basic transactions of a paying and receiving teller such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further authorization when necessary, issuing money orders, cashiers checks, and redeeming savings bonds.Prepare individual daily balance of teller cash transactions as well as other reports as necessary.-Perform more complex transactions such as:•Coupon Collection•Issuing Official Checks/Money Orders•Large Commercial Deposits•Close Out Transactions•Cash Advances•At the discretion and direction of the supervisor, responsible for collecting his or her own cash items.•Follow all operating procedures as outlined in Branch Operations Manual (BOM).•Handle proportionate volume of work based on branch demands.