Marcus Lewis Email & Phone Number

Frisco, Tx, Us

Minneapolis, Mn, Us

Atlanta, Ga, Us

Mclean, Va, Us

Birmingham, Al, Us

-Received performance-based promotion from Digital Relationship Advisor role to Digital Relationship Manager in less than a year.-Successfully managed a high net-worth portfolio of 800 clients – with 85% sales conversion rates from online and inbound prospects-Consistently met and exceeded sales goals – amassing more than $2M in total loan sales-Proactively connected with book of business and maintained strong relationships resulting in monthly, quarterly, and annual sales goals (amassing 150% sales revenue contributions)-Maximized profit contributions and found solutions for client’s lending, investment and other account-based needs.-Served as an extension of the banking center and provided remote after-hour assistance

New York, Ny, Us

-Explain complex product features and annuity/retirement plan concepts to plan participants, agents, and sponsors. -Responds to inquiries/needs of customer, promotes the organization’s products and services and enroll participants in employee sponsored retirement plans. -Process beneficiary request and death claims. Process reallocation, rollover, loan and withdrawal request. -Maintain efficiency with call times while providing high level of customer service

New York, Ny, Us

-Contribute to more than $5 million in loan closings in 2013-Provide financial counseling on business products for startups (ranging from commercial lending, payroll services, credit card processing, business credit cards) while adhering to company and state guidelines-Ranked #1 in district for mortgage closings 1Develop and maintain relationships with partners to maximize sales opportunities and achieve sales standards with the goal of acquiring 100% of the client’s financial services business. -Cross sell consumer and business deposit products that assist in retaining and expanding relationships with new and existing clients.-Provide customers with personal financial counseling and lending service in order to discover opportunities to up sell deposit or lending products.

Dallas, Tx, Us

-Consistently met and exceeded sales goals on a monthly basis (exceeding 150% of quarterly sales goals)-Sold life insurance products (fixed annuities, whole life insurance)-Coached tellers on sales techniques, provided training, and conducted overrides -Assisted consumers with financial products/services such as Credit Cards, Trust accounts, CD's IRA's, Loans.-Quoted rates, terms and programs for loan customer requests. -Advised and processed consumer loan/credit line requests for customers.

Charlotte, Nc, Us

-Ranked Top 3 in the market for DDA's (checking account). Won Bronze Awards for top sales in region consecutively for meeting and exceeding 163% of aggressive sales goals. -Responded to customer inquiries/concerns and creating positive solutions. -Thoroughly analyzed and optimized cross-selling opportunities. -Performed daily/weekly sales reporting.-Interviewed and processed consumer loan/credit line requests for customers, handled commercial and trust accounts needs, executed account maintenance, and obtained referrals from loan customers.-Effectively quoted rates, terms and programs for loan customer requests

-Consistently met and exceeded individual and branch sales goals to obtain minimum of 20 new accounts per month. -Exceeded 125% of sales goals on a monthly basis. -Trained new tellers, associates, and sales team on sales techniques, software, and branch operations. -Accurately and effectively processed a wide range of monetary transactions (i.e. checks, balance inquiries) in a timely manner. -Consistently sought and performed cross-selling opportunities for account holders