Roger Capps Email & Phone Number

United States

Lead sales person at the branch level, serving as Trusted Financial Adviser. Directed tellers to meet and exceed sales and referral goals. Created sells promotions on a monthly basis. Very skilled at making cold and warm phone sales calls with a high appointment set rate.

Responsible for sales of all personal and business line products and services. Responsible for CD client retention, new and refinance equity loan generation, investment sales and referrals, and prospecting of new loan and investment clients. Created sells promotions on a monthly basis. Very skilled at making cold and warm phone sales calls with a high appointment set rate. Consistently exceeded monthly sales goals by 108 %Created incentives to encourage employees to increase sales and referrals, resulting in 50% increase in sales year over year from $4000 to $8000 in sales revenue monthlyPresented as Partnership Banking Representative to large and small businesses to provide custom accounts for their employeesConducted daily sales meetings with all branch personnel to provide updates and motivation for team members; Responsible for sales of all personal and business line products and services. Responsible for CD client retention, new and refinance equity loan generation, investment sales and referrals, and prospecting of new loan and investment clients. Created sells promotions on a monthly basis. Very skilled at making cold and warm phone sales calls with a high appointment set rate. Ranked second in sales for state of UtahMet and exceeded monthly loan, investment, and new demand deposit account sales goals Managed eight employees in sales Responsible for solving problems with difficult transactions as well as client complaintsHandled all employee disciplinary issues

Responsible for sales of all bank, investment and lending productsSuccessfully opened the In-Store Banking division in UtahSales leader with several recognitions and citations for sales and serviceStarted out as a teller and rose through the ranks quickly