Patrick Grinnan Email & Phone Number

Texas, United States

Dallas, Texas, Us

Relationship management professional responsible for providing white glove service to PlainsCapital’s high net-worth clients. Accomplishments include:+ Drove business development growth initiatives resulting in 180%+ YoY deposit growth and client growth of 100%+ for accounts 2019-2021+ Led business development and growth efforts for branch. Responsibilities included processing of business intelligence data and managing inside sales leads through Salesforce platform+ Led initiatives to expand existing accounts into international markets. Effort required development of B2B relationships with foreign banks and bank officers+ Provided oversight and regulatory compliance of transactions involving high-value accounts (account value $22M+)+ Provided 24/7 concierge banking services to over 200 high-value accounts+ Coordinated back-office departments to deliver solutions for high-value clients

Dallas, Texas, Us

Responsible for driving growth of retail banking products. Specific duties included: + Designed and led employee professional development curriculum for branch. Curriculum included industry training materials and new mentorship program+ Personally selected by regional operations manager to mentor all new employees onboarded to branch. Responsibilities included regular touchpoints and personalized feedback to drive development of new employees+ Performed all audit procedures and bookkeeping related to regulatory compliance. Branch met or exceeded all regulatory requirements through length in role, with no violations+ Led quarterly regulatory training for branch (modules included FDIC, BSA, REG-E, Truth In Lending, Patriot Act compliance)+ Maintained corporate recognition of branch excellence through duration of role

Dallas, Texas, Us

Responsible for day-to-day transactions at retail banking location:+ First line of support for client and public support, exceeding 100 daily transactions+ Maintained customer profiles and identified opportunities for business development