Nancy Percy Email & Phone Number

Dayton, Oh, Us

Dayton, Ohio, United States

Dayton, Ohio Area

-Have over 5 years experience in lending to individuals and businesses to plan and lead successful sales campaigns achieving over 100% in last 6 campaigns.Built robust book of business of customers and at least 100 new prospects to sell financial productsSuccessfully grew branch revenue by 5.16% exceeding 4% target in a declining and unstable market and expanded market share by fostering business development initiatives and building client relationships. Managed total Loan Portfolio of $7.3 million with total loan growth of 4% and total Deposit Portfolio of $11.6 million with total deposit growth of 16.2% Improved customer loyalty scores and customer retention that exceeded company set goals, during a time of many changes with account pricing. Established and led an operationally sound branch, with attention to flow of cash and financial instruments.Facilitated conversations between employees and human resources to create a culture of productivity and success. Personally coached, mentored, and established development plans for three to six employees.Completed Manager-In-Training Program and Leadership Advantage. Applied information from this training to strengthen skills in leading and developing team members. Used this knowledge to hire and train new employees.Ambassador program for Downey Savings 2009 and FBOP 2010 Led and supervised new branch conversions to US Bank systems and process in the retail sales environment on the West Coast with successful branch opening and retaining and growing client base.Served on Develop Network Board 2004-2006 -Organized an internal networking group and planned company events around financial wellness, healthy living, and family outings.Displayed courtesy, professionalism and respect to build productive and long term relationships with colleagues and customers.

Lebanon, Ohio

-Inherited a book of business and was responsible for growing customer base and revenue. -Utilized a needs based sales process to uncover clients existing financial status and developed personalized insurance and financial plans for both immediate and long term implantation.-Met with current book of business clients on an annual basis to maintain and deepen relationship.-Identified and built relationships with business prospects to present insurance solutions to employees and offered insurance knowledge workshops.-Made cold calls from client referrals and marketing lists to grow book of business and met sales goals.-Profiled clients to develop personalized insurance and financial plans using needs based approach.

Master Of Business Administration - Mba

Bachelor Of Science, Financial Services & Marketing

Activities and Societies: Finance Club & Marketing ClubSpecialized Coursework -Retirement Planning -Consumer Behavior Management.

Associate Of Science, Business Administration