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.
• 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.
• 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.

• 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.
• 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