Robert Morrison Email & Phone Number

San Francisco, California, United States

San Francisco, California

Leverage Citi's customer leads and other lead generation techniques by way of referrals and community outreach to identify new prospects and cross-selling opportunities with current clientsConduct outbound sales activities to establish visibility in the community and drive business to the branchCurrently I am #1 in the entire region with the most small business revenue generated with over $21 million brought in year to date through executing integrated sales, relationship, and credit strategies that are aligned with the branch's business planCultivate partnerships with segment partners (Commercial and Small Business, Home Lending, Financial Advisors and Citigold) to obtain and provide qualified referrals. I always meet or exceed the set sales goals that are given to me. I always exceed these goals by at least 60%.Take ownership of the client experience including on-boarding and resolve service issues as appropriate through follow-up from self and other Citibank resources following client transactions which has on average increased branch Net Promoter Score by an average of 20% over the past 12 months.Provide tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs and providing appropriate referrals,

San Francisco, California

• Processed customer transactions and filed and maintained bank records• Prepared and balanced daily work, bank deposits, ATM and Night Depository• Promoted and cross-sold new banking products and services for both personal and business clients along with referring customers to Relationship Managers and Trust Officers• Educated clients on new technology including online banking, mobile app and ATM processes

San Francisco, California

I am building client relationships by earning their trust, listening to them, understanding their preferences, concerns and goals, and delivering the solutions they need when it matters most.I work directly with consumer and small business clients to understand their needs and unique life priorities - such as managing expenses, buying a home, saving for college or planning for unexpected events – and recommend the best products, services and solutions to meet those needs. I build strong relationships with teammates, business partners and specialists, to ensure clients’ banking, small business, mortgage and investment needs are met and generate business referrals. I assist Financial Center Managers, as needed, and partner with Merrill Edge Financial Solutions Advisors to lead banking sales discussions and daily huddles to motivate my colleagues.I am responsible for assisting and educating customers on convenient banking options (for example, mobile, online, ATM) and building and deepening customer relationships.I have increased the Consumer Experience score at my current branch during the past 4 months from 78% to over 88%.I always meet or exceed the set sales goals that are given to me. I always exceed these goals by at least 10% to over 500%.

Ottawa, Canada Area

• Upon hire, I quickly became and remained the top salesperson in my office and was responsible for training both new and existing staff on sales strategies and marketing techniques. Especially focusing on one on one sales based interactions with customers. I also trained other staff from visiting offices on how to increase their sales and boost revenues/profits for their respective offices.• Throughout my employment, I had an overall average of being ranked #9 out of 1600 employees working in 80 offices in North America based on sales revenue and profits. The reason for my success was that I really enjoyed working in a self-sufficient atmosphere, where there was an unlimited earning potential • I was sent to other offices to assist in boosting their sales and profits.• Before I left, the owner of my office and the national president wanted to promote me so that I could run my own office• I was responsible for setting up marketing events, sales to the public, product demonstrations and customer service. • When I was in charge of leading out of town sales events, I was the only person, owner or employee to have 100% accounted for both all money and products

Ottawa, Canada Area

• I was repeatedly recognized as a leading seller of insurance based on-adds for existing products, maintained over 75% of add on sales , highest percentile in my branches and trained employees at my level and above how to extract more revenue for RBC from clients• Trained and educated all employees at multiple branches on all new products that RBC was launching before they were brought out to the public, especially financial services (mortgages, lines of credits and loans) and investments including mutual funds• I constantly met or outperformed the sales targets that I was given, as such I won numerous in-company contests for most sales and highest revenues• I always exceeded my credit card sales targets and as such was made lead educator for my branches due to my in-depth knowledge of the products • I was head of the Social Committee for 2 years, responsibilities included the annual Christmas party for the region and employee recognition events • As well, I was made a Business Services Advisor at both branches, where I assisted business owners with their investments and banking opportunities. I was made a trainer for the rest of the staff for all business banking clients

Ottawa, Canada Area

- Responsible for the day to day management for a fleet of over 300 cars - Responsible for marketing the company to local businesses and keeping those relationships growing and implementing effective and efficient plans whose main concerns were dealing with customer service- Adding to continuing customer base by consulting and interacting with major clients- Recognized for selling other products such as damage waivers (top 10% in area)

Halifax, Canada Area

- Provided the Senior Director, Health Sector with required research and financial data for collective bargaining - Supported the Finance Division by preparing funding frameworks, guidelines and salary calculations for both Continuing Care and Acute Care sectors - Supported the Senior Director by providing costing analysis in order to forecast the budgetary impact of changes made to collective agreements as renegotiated. - Provided assistance to the 72 Nursing Homes and 20 Home Support Agencies of the province in regard to questions of Human Resources and/or collective bargaining issues, as well, explain the funding frameworks guidelines and salary calculations in budgets

Bachelor'S Degree, Honors Bachelor Of Commerce

Bachelor'S Degree, Bachelor Of Arts

Minored in English and Psychology