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.

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.

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. .

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.