Phil Klein Email & Phone Number

Washington, Dc, Us

Mclean, Virginia

Mclean, Virginia

Lead a team of product associates focused on ensuring several early stage digital virtual card products meet client expectations. -Developed initial Product Operations strategy -Built team of product experts supporting products producing $10 billion in annualized purchase volume-Developed processes to aggregate client insights, conduct initial hypothesis analysis, and develop early stage business cases for product enhancements and potential new features-Accountable for overall product stability strategy-Developed Integrated readiness framework to ensure alignment across Product, Tech, Sales, and Ops to ensure seamless releases of new product features and enhancements

Mclean, Va

Serve as intent owner for Digital Sales tools for the Commercial Card division. Scan the marketplace for best-in-class and innovative new technology. Gather, influence and help prioritize business requirements in collaboration with agile teams across Commercial Card and translate sales teams needs into intent. Partner with Product and Technology to deliver enhancements to Salesforce.com and other tools. Enable Field Sales team's use of technology partnering with Sales Performance, Communications and Development agile teams.

Mclean, Virginia

Serve as business lead for Full Service Digital and Marketing cross-functional teams. Work with Product Managers to develop and prioritize product road maps. Gather feedback from end users and make recommendations for further product enhancement and development. Serve as strategy consultant as part of top performing Mid-Atlantic regional leadership team. Develop, monitor, and recommend ongoing course corrections throughout fiscal year. Responsible for execution of enterprise level strategic initiatives across the Mid-Atlantic region.

Rockville, Md

Responsible for the acquisition, retention, and expansion of relationships within the Shady Grove Market and upper Montgomery County. Serve as the primary business development officer for companies generating up to $5 million in revenue. Collaborate with a team of commercial lenders, and treasury management officers to ensure I meet all of my clients’ potential needs. Utilize a focused relationship development process centered on gaining a full understanding of a clients Business and Financial Operations. Responsible for retention and expansion of existing client base totaling over $140 million in deposits. Serve as the banks primary liaison within the community through active involvement in service based organizations

Oversee sales, service, and operational performance of a financial center exceeding 20,000 transactions per month. Engage in proactive business development activities to acquire additional households and grow branch deposit, loan, small business, and investment books of business. Cultivate strong relationships with internal business partners. Leverage bank’s extensive financial solutions to meet financial needs of clients. Deepen and enhance current client relationships through proactive relationship management. Coach and develop team of 20 bankers and tellers to achieve aggressive sales and service goals. Ensure branch adheres to regulatory requirements and Wells Fargo’s operational procedures. Identify opportunities to expand Wells Fargo’s presence in the local community.

Grew branch deposit, loan, small business, and investment books of business. Exceeded individual production goals in all key sales metrics. Developed strong internal partner relationships to leverage bank’s resources to meet financial needs of clients. Established and nurtured relationships with external centers of influence to expand my personal book of business. Proactively managed client relationships.