Rebecca Cohen Email & Phone Number

 Support Global Commercial Banking Clients and multiple Relationship Managers. Coordinate post sales process activities including Know Your Customer and product implementation. Conduct routine client team meetings, client and prospect contact strategy development, regular updates to the Client Action Plans and pre-call planning preparation. Enhance existing relationships and identify opportunities for deeper client engagement through leveraging sales tools and dashboards. Provide industry and client research to client teams for use in enhancing existing relationships and identifying growth opportunities.

Charlotte, North Carolina, United States

 Responsible for acting as the primary contact for Global Corporate and Commercial clients via the phone channel for transactional services on a wide range of treasury and cash management products. Researched, analyzed, and resolved a wide range of treasury products including ACH, EFT’s, checks, loans, information reporting, and wires. Prioritized client requests, cased and resolved eligible items, and provided resolution as appropriate.  Identified, resolved and discovered root causes of client issues through research and analysis to provide solutions to complex requests in a timely and accurate manner. Provided high level client service and engagement while simultaneously resolving complex requests

Atlanta, Georgia, United States

 Was responsible for meeting with customers experiencing financial hardship in a face-to-face environment in order to assist them with loan options for mortgage and all types of credit products including HELOC, credit cards, auto loans, and personal loans. Managed a pipeline of 150+ loans.  Consistently ranked among top 10 associates in the nation.  Evaluated, presented and educated customers on retention options such as Repayment plans, Special Forbearance, Modifications, or alternative exit strategies such as Short Sale or Deed in Lieu of Foreclosures based on individual customers’ needs. Named Player Coach for leading other associates in their role and managing their performance. Performed junior underwriting duties: calculated income, expenses and certified documents. Served as subject matter expert and assisted instructors with new hire training.  Handled highest level of customer complaints that were escalated to the Office of the President.

Atlanta, Georgia, United States

 Conducted educational training sessions to educate senior citizens on the FHA/HUD reverse mortgage product. Originated reverse mortgage sales; act as liaison from application to closing for each client.

Atlanta, Georgia, United States

 Interviewed and hired all staff for banking center positions and Management Associate Program. Held job fairs and Open Houses across metro Atlanta.  Exceeded performance goals in number of hires, bilingual hires, retention, and diversity. Lead the Innovation and Development market in metro Atlanta.

Charlotte, North Carolina, United States

 Managed the sales and training process for Personal Bankers in 25 banking centers across the region.  Held monthly meetings/training for Personal Bankers to share best practices, roll out new products and changes in policies and procedure. Lead one-on-one sales coaching and employee development sessions.

Atlanta, Georgia, United States

 Managed the banking center teller and sales staff ranging from 10 to 20+ associates. Responsible for new hires, terminations, salary increases, and performance reviews.  Exceeded performance goals in sales and customer satisfaction. Prize winner of many annual sales campaigns.