Michelle Mitchell Email & Phone Number

Chicago, Il, Us

Downers Grove, Illinois, United States

I am a Market Director for the Heartland Group of Thrivent. So much of what I do is centered around helping our business make true differences for people on a local level. From recruiting and developing financial professionals to supporting and engaging the communities around us, I strive every day to lead by example and build meaningful connections.

Oak Brook, Illinois, United States

Manages the team of largest branch in western suburbs and strengthened performance to be ranked in the top fanatical centers. Accelerates growth of branch’s large investment through collaboration with Wealth Management Team.

Naperville, Illinois, United States

Successfully managed and implemented new sales strategy with team of six to achieved top performance ranking individually as well as team in 2019 performance rank in top 1% for all Citibank branches nationally. Coaching and motivation resulted in two direct reports ranked nationally as top performers. Selected Member of Divisional Branch Manager (Top Managers) Council and Citi’s Women’s Network.

Brookfield, Illinois, United States

In 2012 lifted sales performance to top 25% nationally based on client experience, growth of the business, operational soundness. Focus was Increasing overall sales of high net worth clients focusing on loans, new deposits, and investments as well as increasing revenue from small business relationships.

Downers Grove, Illinois, United States

Achieved positioning in the top 9% of all Citibank branch managers nationally 2010 based on balanced scorecard. Acquired new client relationships through growing workplace and community educational seminars and sales events by 200% year over year.

Midwest Region (Illinois, Indiana, Kansas, Missouri, Kentucky, And Tennessee)

Recruited and brought over 2 million dollars in revenue from independent advisors for Midwest Region in 2009. In 2009 was top recruiting manager of independent financial advisors, based on revenue, nationally. Sourced, analyzed books of business, and recruited financial advisors to come to Ameriprise and become independent advisors as well as employee advisors of Ameriprise Financial in six state Midwest Region.

Greater Chicago Area

Contributed on a team with a major credit scoring company to integrate their algorithm with PayNet credit data. Optimized existing PayNet relationships and cultivated new relationships within Financial Services industry.

Illinois, United States

Top producing financial education specialist nationally in 2004, 2005, 2006, and 2007 and CitiStars Service Award winner in 2007. Worked with Citibank N. A. Marketing to develop new financial seminars.Conducted over 800 seminars to more than 12,000 attendees in four years. Generated over 5700 qualified referrals in Chicago delivering seminars to employees of Fortune 500 companies.Obtained Series 6, 7, 26, 63 and 66 Securities Licenses and Life and Health to develop and deliver a broader range of seminars.

Naperville, Illinois, United States

As the Financial Center Manager in Naperville generated the highest actual margin growth for all Financial Centers in the Illinois-West area in the second quarter of 2002 and increased and exceeded overall margin quota by 16%. Branch was the top producing for Area Financial Center for the Sales Campaigns checking, home equity, and insurance sales. As the Relationship Manager of Citibank at Work in 2003 successfully executed the Citibank at Work strategy for the area and secured 61 new business clients, 11 of them had over 500 employees and $50 million in sales. Cultivated over $5 million in new consumer business through securing 95 new business clients of whom 27 had more than 200 employees and $50 million in sales through sales events and seminars.