Nicholas Sondgeroth Email & Phone Number

Charleston, Sc, Us

Mount Pleasant, South Carolina, United States

Charleston, South Carolina, United States

Mount Pleasant, South Carolina

• Provides full-balance sheet banking to affluent and affluent-away customers and manages a portfolio of complex account relationships.• Consults with customers regarding their financial needs and recommends appropriate financial services to meet those financial needs.• Personally fulfills product and service needs in the Regional Bank and makes appropriate introductions to partners for products in other lines of business.• For the portfolio of relationships managed, resolves inquiries and service requests, opens and services accounts within authorized limits and creates Customer Management Program (CMP) activity plans and follows up on scheduled contacts.• Continually builds a network of internal partners and external sources and resources to further enhance the customer experience and meet customer's financial needs.• Models appropriate segmentation strategy for the branch team and supports the branch manager's Customer Connection Plan (CCP) so that affluent and affluent away customers are provided the opportunity to interact with the most appropriate banker.

Dixon, Illinois

• Prospect new business customers for banking relationships, lending, merchant services, treasury management, payroll services, and membership advantage programs• Consistently speak with current business customers and preferred customers every 6 months to ensure the bank is helping the customer meet financial goals and grow their business/consumer relationship• Lead employees helping reduce risk, strengthen relationships, and grow revenue• Oversee cash audits, balancing, cash levels, and risk reduction• Conduct successful daily huddles, daily planning, monthly meetings• Create and follow action items for risk reduction and sales goals• Conduct Empower U presentations to businesses and business employees • Handle the commercial loan process, as prescribed within the financial center environment,by establishing the relationship, determining business needs and referring commercial loan opportunity to the Business Banking partner.• Uncover consumer loan opportunities through utilization of the Consultative Sales and Service process during customer interaction and oversee the loan process until completion.• Initiate and maintain customer contact through a variety of methods, including customer interaction on the teller line and platform, phone prospecting, Membership Banking and attending various seminars and community events as needed.• Establish close relationships with assigned One Bank partners, such as Mortgage, BusinessBanking and Brokerage partners, to ensure that established goals for each business line are met.Provide guidance to the staff in the referral and sales process.• Provide a customer experience that is consistent across all customer touch points with intentional focus on customer satisfaction, loyalty, and retention that provides a differentiated experience from other financial institutions in the market place

• Maintain and grow account base • Achieve sales quotas and goals• Renew relationships with past buyers to drive future business• Build relationships with new clients• Work with clients to understand their business issues and provide entire solutions that meet their needs • Present promotions and special offers• Monitor the progress of account development• Handle, as appropriate, issues pertaining to clients• Follow-up client requests for assistance, literature, price quotes, etc., to provide a high level of service. • Be alert for changes in market conditions, competitive activities, and customer preference/needs• Handle customer service related issues involving accounts and or vendors.• Attend ongoing training for product and systems knowledge

• Responsible for retaining and expanding customer sales for technology in a geographic territory• Delivers prescribed offers and acts as a consultant and advisor to customers to find solutions to their business needs relating to technology• Interacts with both the existing accounts and prospective customers to include technology promotional offers, program presentation, scheduled customer follow-up, and problem solving.• Generate sales and margin growth in line with targeted objectives with assigned accounts through outbound contacts designed to retain and grow the volume, increase margin goals by penetration of technology product usage, and consistent levels of productivity and efficiency to maximize sales• Complete daily contact activities driven through the systemic delivery of action items that specify general and targeted product offers, service offerings and information gathering, interval contacts with customers throughout the life cycle of the customer relationship, and other contacts as required to retain and grow the business• Identify sales opportunities for customers and prospects through a consultative sales approach that includes cold calling, appointment setting, gathering information and recommending tailored solutions with both identified accounts and prospective customers• Maintain accurate account contact database information

Peru Il

•Provide leadership and coaching to retail sales staff on selling skills, company policies and practices, performance management and career development•Support retail associates in working the sales floor and serving customers•Drive the achievement of store sales targets as well as individual sales targets•Responsible for sales training, scheduling, forecasting, reporting and weekly meetings•Ensure operations standards are met regarding the opening, closing and operating of the retail facility, including cash handling, payment receipt, deposits and inventory counts•Participate in marketing efforts to solicit new business such as partnering with community organizations to generate extended exposure, create business flyers, set up table events.•Review daily paperwork, including service agreements, for accuracy and completeness•Identify and communicate areas of improvement regarding store operations

Princeton Il

•Manage employees by helping them with sales techniques and other aspects of the job•Complete bank reconciliations and pay bills/update daily sales and bank account balances•Planned and promoted weekend events to incorporate the community•Serve customers while pushing on sale items for commission•Complete daily customer courtesy calls and handle any customer complaints

Bachelor'S Degree, Marketing, 3.5

Activities and Societies: Student Marketing Association

Accounting

Activities and Societies: Circle K