Oswald Daniel Jr Email & Phone Number

Greater Atlanta Area

Oversight of Retail Area with key responsibilities in Strategic Planning, Financial & Operational Management, Sales, Marketing, Product & Process Innovation, Team Coaching and Leadership, Member Experience, and Product Management. Liaison with Multi-departmental initiatives regarding Product, L&D, Operations & Compliance, Retail & Commercial Sales, Private Banking, Wealth, Digital, and Payment Services. Product Management with Innovation, Efficiencies, Onboarding, and Consultative Conversation. Proxy of the Vice President or Retail.

Duluth, Ga

Consult and Conduct financial interviews with prospective borrowers to analyze financial and credit data, determining client financing objectives. Advise clients of solutions and pricing guidelines. Establish detailed business/ marketing plans to ensure market performance. Conducted Presentations, Seminars, and Proposals to Current and Potential Relationships. Prospect potential and existing clients, realtors, builders, and developers to build lasting relationships. Leverage existing financial relationships to drive company growth and performance. Manage sales cycle process of borrower, realtor, and agent. Partner with underwriter, processor, and broker to ensure loan closing exceeds client expectation. Stay abreast of market and industry fluctuations to ensure best viable options for my clients. Active use of CRM to manage, contact, retain, and nurture all relationships. Qualifies loan decisions for final approval by Lending Committee.

Johns Creek, Ga

Effective coaching, motivation, training, and developing sales teams on consultative conversations to increase client satisfaction and PPM. Develop techniques for continued improvement in client engagement. Advise Corporate Leadership on Market Trends to create strategies and promotions to continue market growth. Conducting Presentations, Seminars, Events, and Proposals to acquire new relationships. Origination and Acquisition of business and commercial relationships through cashflow conversations. Leverage COIs for networking and business expansion. Collaborate and act as liaison with Multi-departmental initiatives to strengthen relationships and Market Growth.*Advisory Board Chair for Consumer Lending & Business Banking*Market Credit Mentor / Training & Coaching 17 Branches

Dacula, Ga

Effective coaching, motivation, training, and developing sales teams on consultative conversations to increase client satisfaction and PPM. Develop techniques for continued improvement in client engagement. Advise Corporate Leadership on Market Trends to create strategies and promotions to continue market growth. Conducting Presentations, Seminars, Events, and Proposals to acquire new relationships. Origination and Acquisition of business and commercial relationships through cashflow conversations. Leverage COIs for networking and business expansion. Collaborate and act as liaison with Multi-departmental initiatives to strengthen relationships and Market Growth.

North Gwinett, Ga

Effective coaching, motivation, training, and developing sales teams on consultative conversations to increase client satisfaction and PPM. Develop techniques for continued improvement in client engagement. Advise Corporate Leadership on Market Trends to create strategies and promotions to continue market growth. Conducting Presentations, Seminars, Events, and Proposals to acquire new relationships. Origination and Acquisition of business and commercial relationships through cashflow conversations. Leverage COIs for networking and business expansion. Collaborate and act as liaison with Multi-departmental initiatives to strengthen relationships and Market Growth.*Circle of Excellence '13-15*Business Acquisition Leader '08-11*Sales and Service Award Winner '07-11

Doraville, Ga

*Opened, Accessed, and Maintained member accounts. *Entered, Underwrote, and made Decisions in regards to member lending opportunities. *Managed teller line, Assigned teller duties, and *Monitored teller referrals. *Balanced Vault, Ordered and Shipped Currency. *Opened and closed branch, and occasionally ran teller window.

Mathematics / Biology

Activities and Societies: Track and Field Team, Dorm Step Team

Mathematics

Diploma, Mathematics And Science, 3.875

Activities and Societies: Captian of Track and Field Jump Team, Captain of Step Drill Team, President of The Multicultural Club, Science.