Use relationship-based sales approach to create new business, maintain existing business, and meet client needs. Provide full-service banking to affluent customers including recommending products and financial services to meet perceived and unperceived needs. Partner with Financial Advisors and numerous other bank lines of business to expand client and bank relationships and business. I am a 2-time recipient of the Golden Spoke award, which recognizes the top 1% of sales and service performers within Wells Fargo Bank’s Wholesale Banking Group.

Lead a sales team of 20 and managed the daily branch operations. Created and developed a sales and service organization that promoted teamwork and delivered positive results for the business. Responsible for the hiring, training, and coaching of personal bankers and branch tellers. Strategized with other regional managers to maximize customer service, solve issues, and ensure safety and security was consistent across the region.

As a member of the senior staff strategic planning group, managed ticket department and marketing for the Greenville Grrrowl Professional Hockey Club (ECHL). Set sales goals and marketing strategy including direct marketing, pricing, special events and promotions. Collaborated with advertising agencies and local media to bring marketing strategy to market via print, television, and radio.