Nelson Vega Email & Phone Number

Florida, United States

United States

United States

Palm Beach County, Florida, United States

In my capacity, I played an integral role in creating business relationships with medium-sized companies through aggressive calling efforts on prospects developed through referrals from existing customers, cultivation of key referral sources, and prospect lists. I effectuated stellar interpersonal skills in generating new business and personal deposit relationships. I also improved cash cycles by strategically sharing treasury and cash management services with 90+ business owners.As a Commercial Relationship Manager, I completed in-depth profiling to prepare and present customized proposals to prospects and clients. I successfully validated 10+ New Commercial House Holds in 2019 through the enforcement of strong organizational skills in coordinating multiple cross-functional tasks. Besides that, I established revenue targets, expanded and retained existing deposit relationships with 90 to 150 corporate entities portfolio sizes, and achieved 10-15% year-over-year average annual growth in the portfolio.With my key performance, I boosted COI development by educating accountants, brokers, and business partners on SunTrust Bank’s underwriting guidelines. I was commended for leading the team in attaining the highest SBA closed applications and increasing retail business referral production by capitalizing on profiling skills and overcoming objections through participation in branch team meetings and coaching bankers. Lastly, I proactively attended several formal credit training on structuring, underwriting SBA, and conventional loans.

Palm Beach County, Florida, United States

Having served as a Small Business Financial Specialist, I bestowed top-tier financial services for 90-120+ personal and business clients with added emphasis on small-business production. I also leveraged business insight in preparing and presenting customized proposals to new acquisition prospects. I generated personal and business loans while identifying treasury and cash management services for business customers.In addition, I showcased my superior leadership skills in developing and mobilizing 7+ tellers to deliver remarkable customer service. I created forecast models and increased deposits by X%+ through the effective sale of various bank products. On top of that, I maximized business production and offered significant assistance in loan structuring by facilitating weekly peer meetings.Previous roles: Financial Specialist (2004 – 2006), Teller/Teller Manager (2002 – 2004)