Robert Trapp Email & Phone Number

Charlotte, Nc, Us

Charlotte, North Carolina, United States

Charlotte, North Carolina, United States

Develop and maintain commercial client relationshipsEnsure overall growth opportunities for commercial customers and understand their business, goals and strategiesOriginate, structure and execute transactions related to investment banking, commercial lending, treasury management and other credit related productsIdentify and recommend opportunities for process improvement and risk control developmentPerform effective financial analysis and underwriting in the areas of credit, cash flow and collateralMake decisions and resolve issues to meet business objectivesInterpret policies, procedures, and compliance requirementsCollaborate and influence all levels of professionals including more experienced managersLead team to achieve objectivesPartner with existing customers in order to fully understand their businesses, goals, strategies and challenges

Proactively develop and manage a book of 170 business clientsActively listen and recommend solutions to customer needsOrganically grow client relationships by being a proactive advocateWork with various internal partners to address clients’ accounts payable/receivable needsProvide support and leadership to my team members and other colleagues

United States

Licensed Banker with Life Insurance, series 6, series 63 and series 65 investment licensesReached out to the community by visiting businesses, making outbound calls and conducting educational seminars in the communityConducting financial reviews with clients to help build long term relationships with new and existing customersProactively cross-sell product solutions and services to address a client’s financial needHelp clients address their investment needs by investment reviews with financial advisors

United States

Provide customer service over the phone to Wells Fargo consumer customersIntroduce products and services to customers to enhance their relationship with Wells Fargo BankMet several metric goals to maximize production and customer satisfactionHelped train and onboard new phone bankersSelected for the Wachovia/Wells Fargo transition team once the merger was completed

Supervised up to twenty agents.Administered performance reviews on a daily, weekly, monthly and yearly basis.Provided training and coaching through call monitoring and analysis of employee call data.Managed and maintained proper performance standards and levels.

Develop and maintain a sufficient level of knowledge to solve customer problems relating to returns, damage, warranty, products requiring repair, manufacture, incorrect merchandise and shipping & handling.Prepare and resolve DM’s (Debit Memo’s); expediting in accordance with procedures to assure customers receive credit in a timely manner.Prepare and resolve MRA’s (Merchandise Return Authorization), follow-up and process customer credit accordingly.Negotiate disputes in a sincere effort to satisfy all customers.