Max Anderson Email & Phone Number

Traverse City, Mi, Us

Traverse City, Michigan

Responsible for working alongside business owners in the Traverse City region to meet their financing needs and help them build wealth through strategic business planning, financial analysis, and providing resources and tools needed for success.

Traverse City, Michigan

Responsible for growing lasting relationships with both business and personal clientele to help them build long-term wealth. A primary focus on new business development and gaining market share in the Traverse City region.

Traverse City, Michigan

Responsible for: • “Personal as possible” strategies associated with membership growth and retention.• Identification of Chamber member needs and for the preparation of value-added programming designed to meet those needs.• Continually evaluating programs and services of the Chamber, using a system of measuring progress toward attainment of goals, while recommending adjustments as member needs are identified and trends are analyzed.• Constant attention to the internal structure… Show more Responsible for: • “Personal as possible” strategies associated with membership growth and retention.• Identification of Chamber member needs and for the preparation of value-added programming designed to meet those needs.• Continually evaluating programs and services of the Chamber, using a system of measuring progress toward attainment of goals, while recommending adjustments as member needs are identified and trends are analyzed.• Constant attention to the internal structure of the Chamber to ensure that the organization is geared efficiently to function with maximum efficiency and recommend to the board any necessary changes in structure and procedures as are needed.• Participating in drafting the Chamber budget and relating budget to program goals.• Participating in development and implementation of strategies of the Chamber’s communications so that the Chamber’s purpose and value are demonstrated to its members and the community. Ensuring the Chamber’s brand is current and relevant, providing input into graphics standards.• Assisting the board, committees, members, and staff in interpretation of policy about any given question or program. Assisting the Board Chair in preparation of statements of Chamber positions on public issues.• Managing a continually evolving board of directors and annual change in officers. Helping to maintain continuity and consistency in the Chamber’s strategic plan so that it continues providing value to its members. Anticipating emerging and long-range opportunities and recommending adjustments as needed.• Creating and nurturing personal contacts with key community leaders. Called on to frequently represent the Chamber to other groups as it works to assist in the betterment of the community. Striving always to develop a better public understanding of the purpose, functions, and impact of the Chamber in the region. Show less

Traverse City, Michigan

• Responsible for expanding and deepening the Fifth Third customer base by calling on businesses with other internal business partners.• Call on and partner with companies (Commerical, Middle Market, and above) to deepen relationships with the bank.• Professionally represent the bank in the community and to clientele.• Organize and implement new and improved marketing strategies for the bank and its programs• Proactively managed lines of communication with other key internal… Show more • Responsible for expanding and deepening the Fifth Third customer base by calling on businesses with other internal business partners.• Call on and partner with companies (Commerical, Middle Market, and above) to deepen relationships with the bank.• Professionally represent the bank in the community and to clientele.• Organize and implement new and improved marketing strategies for the bank and its programs• Proactively managed lines of communication with other key internal bank partners such as Retirement Plan Services, Private Banking, Business and Commercial Banking, Treasury Management, Mortgage, and Securities.• Manage a large book of about 50 Middle Market, Commercial, and Business Banking companies as well as maintain and build relationships with Owners and Directors. Show less

Petoskey, Michigan

• Responsible for building a strong team of tellers and bankers.• Maintain a book of investment clients.• Monitor and coach on day to day activities of the financial center.• Responsible for maintaining a high level of procedural excellence.• Monitoring and implementing current and new compliance measures for the bank, FINRA, and the affiliate.• Solely responsible for growing the business book at the financial center by closely partnering with the Commercial RM making… Show more • Responsible for building a strong team of tellers and bankers.• Maintain a book of investment clients.• Monitor and coach on day to day activities of the financial center.• Responsible for maintaining a high level of procedural excellence.• Monitoring and implementing current and new compliance measures for the bank, FINRA, and the affiliate.• Solely responsible for growing the business book at the financial center by closely partnering with the Commercial RM making outside business calls, prospecting, helping collect financials and underwrite loans up to 50MM. Show less

Petoskey, Michigan

• Chairman of the Northern Michigan Diversity Council - Responsible for creating and implementing both state and companywide initiatives to better our community outreach and employee retention.• Maintained a close partnership with the commercial line of business as the small business specialist to go on calls and underwrite business loans up to 5MM.• Top performing banker in the Northern Michigan District.• Responsible for growing balances and deepening… Show more • Chairman of the Northern Michigan Diversity Council - Responsible for creating and implementing both state and companywide initiatives to better our community outreach and employee retention.• Maintained a close partnership with the commercial line of business as the small business specialist to go on calls and underwrite business loans up to 5MM.• Top performing banker in the Northern Michigan District.• Responsible for growing balances and deepening relationships.• Responsible for sourcing new relationships.• Top referring banker in the Greater Michigan market. Show less

Traverse City, Mi

Managed a large book of consumer and business clientele in the sale and delivery of frozen food products. Obtained new customers through prospecting a large area base. Grew the business revenue in that area base by 50% within nine months. Became one of the top salesman in the company in the brief time spent in the position. Left the position because of a better job offer.

Master Of Business Administration - Mba, Finance And Financial Management Services

Bachelor'S Degree, General University Studies, Minor In Religion, With Concentrations In Engineering, Physics & History

Activities and Societies: Sigma Alpha Epsilon

Associate'S Degree, Civil Engineering

High School Diploma