Robert Beardsley Email & Phone Number

Comanche, Tx, Us

Pine Bluff, Arkansas, Us

- Manage all goal attainment, service, sales, marketing and operations of the banking center.- Lead a team of 8 to meet the financial goals and needs of customers through a valued consultative approach while providing exceptional customer service.- Achieve financial metrics of revenue, loan and deposit growth.- Involved with the community, help drive business development, expense management and oversee the operational soundness of the banking center.- Meet regularly with branch team members regarding time management, communication skills, goal progress, regular business, bank security and operational policies to build confidence, competency and efficiency.- Recruit, train, develop, document, evaluate, and coach team members to ensure expectations for various positions are met or exceeded.- Lead a partner centric team that works with small business, corporate and institutional partners, and mortgage and financial advisors.- Responsible to grow existing and develop new small business banking relationships within the market through outside client-facing activities.- Maintain a high level of client satisfaction by retaining and developing highly engaged team members.- Ensure all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures.- Ensure customer requests and transactions are processed in a positive, accurate and professional manner.- Engage in genuine conversations to help identify needs and recommend appropriate solutions.- Share and disseminate information in a consistent and impactful manner.- Manage and lead and effective sales process while supporting excellence in customer service.- Embrace and positively lead the team through ever evolving and fast paced banking environment.- Effectively motivate team members and present information in one-on-one and small group situations, to prospects, customers, clients, team members, and other individuals in the organization.

Heritage Land Bank is a cooperative Texas bank specializing in financing farms, ranches, country homes, recreational property, hunting property, poultry, cattle, timber, etc. Heritage Land Bank is part of the nationwide Farm Credit System, the nation’s oldest and largest rural lending network. We are committed to bringing you excellence!

- Licensed General Lines Agent … Life Whole … Life Term … Life Final Expense … Accident … Health … HMO … Property … Casualty. - Texas Department of Insurance License Number 1377799.- National Producer Number 8744802.

Grand Rapids, Michigan, Us

- Formally known as “Northstar Bank”. - In addition to managing a portfolio of loan clients, I sourced, packaged and presented new Commercial and Consumer loan requests. - I am very involved in the community, networking, prospecting and selling.

Fort Worth, Tx, Us

- Meridian Bank was acquired by “UMB Bank”. - Underwrite both Commercial and Consumer loans up to $250,000 with individual lending authority to approve loans up to $125,000. - Source, package and present both Commercial and Consumer loans from $250,000 to $10,000,000. - The key lender who handles Commercial and Consumer loan requests sourced by the 5 locations.- Very involved in the community, networking, prospecting, and selling to prospects and clients.

Texas, Us

- Formally known as “Omni American Bank”. - Sourced, packaged, and presented Commercial and Consumer loans from $5,000 up to $10,000,000. Served on Formally known as “Omni American Bank”. - Commercial Lending Team II assisting five of the Omni American Bank branches by screening, packaging and presenting both Commercial and Consumer loans sourced.- The five branches I covered were the Fort Worth "Cityview" branch, the Fort Worth "Medical District" branch, the Cleburne branch, the Granbury branch, and the Weatherford branch.- Grew portfolio and deposits, earned "exceptional" ranking with annual bonus and salary increase.- Successfully completed formal credit training by Risk Management Association (see Coursework).

Dallas, Tx, Us

- Managed and trained a team of 10 employees for the downtown Fort Worth flagship brand new “De novo” banking center. - Responsible for the overall sales, service, profitability and compliance of the banking center. - Sourced, packaged and presented both Commercial and Consumer loans. - Exceeded all sales production goals for Consumer and Small Business products.- Earned bonus for growing the Fort Worth De novo branch to full profitability in just 12 months.- Very experienced and successful with networking, prospecting and selling to business prospects.

Las Vegas, Nevada, Us

- Acquired by “Chase Bank”. - Managed a portfolio of the top 20% of the Small Business lending clients for Washington Mutual in the Fort Worth area. - Sourced, packaged and presented loans up to $250,000. - Pre-screened branch sourced Fort Worth area Small Business loan request for quality & accuracy. - Assisted with training the Branch Managers how to source Small Business and Consumer loans.

Pittsburgh, Pennsylvania, Us

- PNC was formally known as “BBVA Compass Bank” … which was formally known as “State National Bank”.- Sourced, packaged, underwrote and approved loans both Commercial and Consumer up to $250,000 and presented larger loans in committee. - Managed and trained two banking center teams of 10 employees. - Responsible for the overall sales, service, profitability and compliance of two branches.- Managed portfolio of 200 key commercial and consumer clients for State National Bank.- Put in charge of hiring SNB branch managers for transition merger into Compass BBVA model.

New York, Ny, Us

- Formally known as “Bank One”.- Sourced, packaged and presented Small Business Commercial and Consumer loans up to $250,000. - Responsible for portfolio of all the Small Business lending relationships at 12 branches. - Consistently achieved and exceeded sales productions goals.- Served as the Small Business Banking Relationship Manager for four branches in Fort Worth.- Served as the SBBRM for the Plano, Frisco, Allen and McKinney branches.- Served as the SBBRM for the Flower Mound, Coppell, Lewisville and Highland Village branches.

New York, Ny, Us

- Formally known as “Bank One”.- Managed three teams of 10 employees at the Arlington “Little Toad” Branch, and at the Fort Worth “Cityview” Branch, and at the Fort Worth “Camp Bowie” Branch.- Responsible for the overall sales, service, profitability, risk management, and compliance of three Financial Centers.- Exceeded annual sales goals.- Every year earned production bonus, salary increase, and commendable performance reviews.