Matt Potter Email & Phone Number

Fayetteville, Ar

Focused on creating and developing financial plans for individuals and families. Core competencies include:*Financial Planning*Retirement Planning*Education Planning*Banking & Lending SolutionsFor important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.WhiteRock Wealth Design is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

Fayetteville, Arkansas Area

Relationship builder and business developer, helped strengthen client relationships and introduced new clients to the business. Core competencies included:*10+ Years Banking and Financial Industry Experience*High Net Worth Client Relationship Management*Business Development*Financial Analysis

Springdale, Arkansas

Family banker that served physicians, business executives, and retirees. Focused on creating comprehensive financial solutions by working with strategic partners in all areas of finance. Core competencies included:*Consumer Lending and Deposits*Commercial Lending and Deposits*Mortgage Lending*Customer Service and Planning*Strategic Partnerships

Fayetteville, Arkansas

Analyzed commercial credits and lending opportunities for commercial clients. Supported commercial bankers and managers to create credit memorandums and loan proposals for customers. Core competencies included:*Cash Flow Analysis*Tax Return Analysis*Profit and Loss Analysis*Commercial, Industrial, and Commercial Real Estate Analysis*Spreadsheet Reporting

Springfield, Missouri And Springdale, Arkansas

Managed/co-managed key commercial relationships and developed new commercial business for the bank. Worked alongside commercial lenders, merchant services representatives, wealth management advisors, mortgage lenders, consumer lenders, and financial services representatives to create a full-service team for business customers. Core competencies included:*Banking Operational Efficiency Tools*Account Analysis*Account Mapping and Structuring*Fraud Protection Tools and Strategies (Commercial)*Key Client Relationship Management*Selling and Cross-Selling*Leading/Teaching Internal Product Trainings*Leading/Teaching Customer Service Trainings

Springfield, Missouri

Served as local support, documentation specialist, and customer service liaison for Treasury Management Advisor in service area. Served 16 local banks and the commercial customers therein. Core competencies included:*Customer Service/Customer Retention*Product Agreements and Documentation*Responsible for Annual Departmental Audit*Account Maintenance and Support*Special Products and Analysis for Sales Advisors*Product Trainings for Associates

Springfield, Missouri

Consumer accounts representative responsible for the opening, closure, and maintenance of new consumer banking products. Core competencies included:*Opening and Servicing Bank Accounts*Selling Consumer Bank Products*Cross-Selling Bank Products*Customer Service/Customer Retention*Processing Deposit Transactions

Rogers, Arkansas And Springfield, Missouri

Processed all manner of bank transactions for consumer and commercial customers. Heavy emphasis on speed, accuracy, customer service skills, and cash responsibility. Core competencies included:*Processing Consumer and Commercial Banking Transactions*Selling/Cross-Selling Bank Products*Customer Service*Multi-Tasking and Transaction Accuracy*Cash Drawer Handling and Responsibility

Master Of Business Administration (M.B.A.)

Bachelor'S Degree, Finance

Activities and Societies: Honors College