Debbie Carnevale Mccarthy Email & Phone Number

California, United States

California, United States

• Mid-2023 branch transformation:Banking office transformed from a traditional banking experience to a virtual teller experience. Trained and assist clients with Interactive Teller Machine (ITM) transactions.• Primary Relationship Banker identifying opportunities to deepen existing relationships and identify new to bank relationships by uncovering needs and offering products and services.• Achieved outstanding performance scores, including 1st quarter 2023 scorecard with 98.59% cross-sell rate, and 142.41% consumer loans.

Meet with prospective clients to generate new business, advise current bank clients on how to manage their accounts. Assisted with implementing operational procedures within the branch.* 2021 YTD Scorecard 111.89% attained through client experience, checking acquisition, small business lending, relationship deepening and partner referrals.

United States

Responsible for generating additional revenue including but not limit to recruiting new memberships, cross-selling of advertising and sponsorships. Creating value through relationship marketing activities in the community. • Generate additional revenue streams for Santa Ana Chamber.• Customize personal networking strategizes for members to increase their personal exposure for introductions through varies channels.

Active Captive Management provides alternative risk insurance solutions, formation and management services to a wide range of operating companies. • Assisted in lead generation for our sales department through relationship marketing and high-level networking. • Developed all operating procedures for a company-wide CPE program on a national level to support key account relationship firms for CPAs and Attorneys. • Coordinated and launched a national CPE webinar education training for CPAs

Mailing Addrss: 5319 University Dr. #215, Irvine, Ca 92612

Developed vision for a private non-profit sober high school and after school program that supports students in recovery. Responsibilities include developing budgets, operating plans, cultivating relationships, and creating committees, such as advisory members, donor relationships, volunteers and public awareness. •Resulted in over one million in pledged funds, 2 radio talk shows, “Hugh Hewitt” and “The Exit Coach”, speaker at the O.C. Psychological Association conference, event presentation from Dr. James Sears, MD, the day-time talk show from “The Doctors”, Harry Hamlin the actor, Honary Douglas Hatchimonji Superior Court of County of Orange. Mentioned in Orange County Magazine, several grants awarded and over 140 individual donations.

• Managed and oversaw the continuous training and development initiatives for 65 inside sales producers. Training programs included: sales, workers compensation, payment method, relationship building with payroll representatives, understanding carrier and state requirements.• Co-developed the National Training curriculum for ADP Insurance Services nation-wide • Delivered proprietary and customized training programs that produced significant measurable results.

• Hired and managed 13 new sales producers for inside sales client base, and used prior developed business concepts for sales team which resulted in immediate sales results. • Interacted with leaders across other payroll service divisions to develop cross-selling opportunities for sales.

Exceeded annual quota in FY’2006 and FY’2007 resulting in being awarded “President’s Club.”• Developed and managed 12 inside sales producers.

Awarded “President’s Club” in FY’2005 with 231, new clients• Achieved personal sales quota through working closely with 5 management teams totaling 35 District Managers

• 2003 Ranked #2 in Orange County, #7 in Southern California and #38 nationwide for generating 118 new clients. 2002 Achieved “100% Club” ranked #4 in Orange County with 112 new clients.

Developed staff of 8 to perform and achieve aggressive customer service levels and risk management procedures. • Achieved monthly sales objectives in 8 separate categories through client relationships, foot canvassing, telemarketing, networking and creating new marketing ideas. • Awarded “Chairman's Club” member in 1998, 1999 and on pace to be awarded in 2000. • Increased overall branch sales ranking from 23 in the company to 6 by engaging the staff.• Increased branch customer service standing from “unsatisfactory” to “satisfactory” within first year.

Education record

Education record