Phil Wentzel Email & Phone Number

Cincinnati, Ohio, United States

Treasury Management Advisor serving Commercial & Middle Market Banking businesses.Earned 2023 Top Performing Advisor at the bank, achieving 350% of annual fee production goal and nearly 400% of deposit production goal.

Cincinnati, Oh

Top producing deposit and cash management solutions leader, working with Business Banking clients up to $25MM in annual revenues. Successfully recommend and provide suite of solutions to improve customer's banking efficiencies while improving protection against fraud.Lead Taskforce of top producing TM Consultants to recommend process improvements and role enhancements. Developed training program for business bankers and new TM Consultants with a focus on concepts, conversation and solutions. Serving the Greater Cincinnati, Northern Kentucky and Dayton, OH markets.

Cincinnati, Ohio Area

Top Area Sales Manager in OH/KY Region in volume / units / applications / cross-sell. • Market All-Star Award Winner 2018.• Created MLO-Partner Strategy to assist MLOs and Retail Partners in creating and deepening relationships. This strategy was adopted as a corporate-wide initiative.• Created Weekly Meeting Planner Template, also adopted by PNC, for use in putting Partner Strategy into practice. • Responsible for the team development of Loan Officers producing residential mortgage loans in the Cincinnati and Dayton markets.

Cincinnati, Ohio Area

Managed portfolio of Commercial Banking customers, growing revenue by successfully prospecting for new business and retaining and expanding existing customer relationships. Drove to earn the right, each day, to be a trusted advisor by offering sound financial advice to customers and recommended appropriate bank solutions to those prospects and clients.Consistently focused on, championed for, and accelerated client success, building loyalty and driving benefits for both clients and referral partners.Solutions offered include:• Commercial Real Estate Loans (Owner Occupied and Investment)• Business Lines of Credit• Equipment Finance Loans• Deposit Accounts and Treasury Management

Cincinnati, Ohio Area

Top producing deposit and cash management solutions leader, working with Business Banking clients with up to $10MM annual revenues. Successfully recommended and sold suite of solutions to improve customer's banking efficiencies while improving protection against fraud.• Earned Annual Pinnacle Award in 2014 as top Treasury Management Specialist for all of US Bank’s Small Business Banking division.• Improved Regional Small Business Banking Team’s TM production to #1 of 8 Regions in the Metro Midwest and maintained that ranking through 2015.• Achieved 400% of Treasury Management Production Goal in 2014 Fall Campaign.• Produced quarterly TM Newsletter, distributed to nearly 1000 bankers, providing product knowledge, sales tips, success stories and updates.

Cincinnati, Oh

Successfully sold range of non-conforming primary and secondary mortgage products to current and new US Bank customers. Exceeded goals by focusing on consistent behaviors including effective lead management, application pipeline management and new business development.• Achieved Top Loan Officer Award twice for the entire Department for loan volume production.• Achieved Gold Club Award five times in 2013 for loan volume production.• Proposed and implemented simultaneous loan closing process that contributed to an increased number of total units produced individually as well as in the department.• Proposed and helped in creation and implementation of Sales Support Assistant role, ultimately hired by each sales team, contributing to increase in department loan production.• Averaged top five results in both Shares and Building Deeper Relationships results throughout 2013.

Cincinnati, Oh

Managed and led branch sales and operations of the largest of 80 branches in the region. Recruited, hired and coached new and existing team members to produce strong results in all measured categories, including loans, DDA, and small business.• Producing top loan balance gain in the District, taking over team that was in last place of 15 on date of hire by coaching needs-based selling methodology to branch banker team.• Taught same needs-based sales to all Bankers in the District, focusing on three assigned branches, leading those branches to each of the top three spots in loan gain for the year.• Received High Five rating for every customer service call made to sampling of customers who had an in office experience.

Led sales operation after merger with the Wells Fargo Auto Finance to recruit, hire, train and develop a high-performing team, focused on a balance of mortgage, auto and unsecured loan production. Provided direction, tactical execution and daily management to drive growth and to achieve both short and long range goals while exceeding budget objectives.• Quickly increased mortgage production over 200% of plan by training and coaching team on both phone and face to face mortgage sales skills.• Hired and developed new talent to produce several promotions to Assistant and Store Manager positions in the District.• Earned recognition as one of the top operators in the District and Region, ranking in the top 5% of all Managers and qualifying as a “Star Performer” nominee.• Established volunteer team of two dozen Wells Fargo employees in greater Cincinnati to participate in Habitat for Humanity efforts in 2008 and 2009.

Provided strong leadership to eight office network in Southwest Ohio and Northern Kentucky, leading teams of 45-60 members to deliver outstanding results through daily execution of Company initiatives. Reported to senior management with full accountability for profit, revenue, budget objectives and hiring.• Exceeded previous year production by 34% in first year as District Manager, gaining more than $73mm, and exceeding growth objectives in all receivable categories.• Increased receivables by 59% in first year as DM to nearly $200mm, while continuing to improve the quality of the district through new hiring.• Achieved an additional $60mm in growth in 2005, achieving 135% of growth plan, and earning top real estate production in the Region for second consecutive year.• Earned “Circle of Success” award in 2004 and 2005, finishing in the top 10% of all districts in the Company in overall objectives.• Initiated and lead group of 10 team members from the Region to develop an updated training manual, known as the “Roadmap to Success”, deployed in 2005 and still used today to assist in development of all new trainees.

Directed multiple branches and teams to exceed corporate initiatives of profit, growth, bad debt and personnel development. Provided direction, tactical execution and daily management while building high-performing teams and delivering outstanding results.• Accomplished distinguished profit results in first year managing branch in Dublin, OH, coming in at 109% of plan and the most profitable branch in the state, while turning around branch that lost receivables in the year prior to arrival to achieving growth results of 261% of plan by year two.• Promoted to large, under-performing branch in Cincinnati in June 1999 and immediately took receivable growth from a loss to 357% of plan by year end. • Grew Cincinnati operation from a total of $6mm in outstanding receivables upon arrival to more than $20mm by end of 2003, prior to promotion to District Manager, a 333% increase in less than 4 years.• Exceeded growth and profit results each year by attaining high volumes in the first quarter and controlling expenses through quality lending practices and dedicated collections.• Increased mortgage closing turn time by developing and implementing a processing template for Loan Processors to more efficiently track application status.