Randall Beaman Email & Phone Number

Souderton, Pa

Working and living in Bucks County, I have a tremendous opportunity to add value to a variety of businesses in Manufacturing, Wholesaling, Distribution, and Professional Services. I manage a portfolio of commercial loan relationships from $500,000 to $15MM. Univest is uniquely positioned to deliver the resources a business values, with local decision making, a long term commitment to customers, and proven investment in the community.Additional Responsibilities: Salesforce Liaison for Commercial Banking - (2017 and 2018) - Participated in development and training for Univest's adoption of Salesforce as a bank-wide CRM platform. SBLOC Product Development - Team Lead (2019 - present) - In addition to my Commercial Lending duties, I lead a team in developing and delivering a competitive Securities-Backed Line of Credit product for Wealth Clients.

Harrisburg, Pennsylvania Area

As a Relationship Manager for M&T Bank, I managed a portfolio of business clients, providing Business and Professional Banking services through a strong relationship-based approach.Managed a $40MM portfolio of Business and Professional Banking ClientsGenerated New Premier Clients through strategic Prospecting and ReferralsAchieved goals in Loans, Deposits, Treasury Management, and Portfolio GrowthResponsible for Annual Credit Review of portfolio clients

Led a team of 9 Business Banking Officers in Central and Northeast PAAchieved goals in Loans, Deposits, Cash Management, and affiliated productsManaged Acquisition and Analysis of Small Business Credit deals Developed and Coached Professional Sales Skills Recognized nationally for facilitation of bank-wide training programsManagement Advisory Council - Appointed Member

Achieved unit and dollar goals for Loans, Deposits, and Cash ManagementActively sold Merchant Services, Payroll, Foreign Exchange, and LeasingManaged Small Business Customer and Prospect Relationships Proficient use of Customer Management DatabasesCompleted Small Business Credit and Financial Statement Analysis trainingDeveloped extensive network of internal and external partners

Managed hiring and development for branch of 20 employees Developed business in Non-Profit, Small Business, and Middle Market segmentsAchieved goals in Deposit Growth, Consumer Loans, and Fee IncomeDelivered world-class customer service

Supervised operational procedures Coached employees for career advancement and performance improvementDelivered consistent consumer loan production

Completed comprehensive retail and sales management training program Recognized as leader in the organization and mentor for peers