Roger Waddington

Roger Waddington Email and Phone Number

SBA Business Development Officer @ Citi
Chicago, IL, US
Roger Waddington's Location
Greater Chicago Area, United States, United States
Roger Waddington's Contact Details

Roger Waddington personal email

n/a
About Roger Waddington

Roger is a high-energy performer with a positive outlook and a strong will to win. With his extensive experience of selling to individuals from small businesses to large corporations and a solid knowledge of sales pipeline management, Roger is proficient at reading and interpreting his clients’ financials, building their business cases and being client centric. Besides financial management and relationship building, Roger enjoys his free time playing golf, traveling and spending time with his family.

Roger Waddington's Current Company Details
Citi

Citi

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SBA Business Development Officer
Chicago, IL, US
Website:
citigroup.com
Employees:
196387
Roger Waddington Work Experience Details
  • Citi
    Sba Business Development Officer
    Citi
    Chicago, Il, Us
  • Wintrust Financial Corporation
    Business Banking Relationship Manager
    Wintrust Financial Corporation Nov 2024 - Present
    Rosemont, Il, Us
  • Citi
    Sba Business Development Officer
    Citi Mar 2022 - May 2024
    New York, New York, Us
  • Centrust Bank N.A.
    Sba Business Development Officer
    Centrust Bank N.A. Sep 2019 - Mar 2022
    Northbrook, Il., Us
    As a nationally charted bank, Centrust has grown to be one of Northbrook’s top-performing banking companies. We are the go-to bank for Commercial Banking services and deliver superior service and a full spectrum of deposit, lending and online banking products and services. As a model for community banking, we focus on helping small to mid-sized businesses grow safely, profitably and with sufficient capital. Centrust Bank has become a premier SBA lender and one of the largest SBA lenders and specialists in Illinois.Together the Bankers and clients of Centrust Bank have created a strong, growing and successful Community Bank with exactly the bank credit and deposit services required by the residents and business owners of the Northshore communities that we are ideally located to serve.
  • Bank Of America
    Small Business Consultant
    Bank Of America Nov 2015 - Sep 2019
    Charlotte, Nc, Us
    Advise and sell comprehensive core financial solutions to small businesses with annual revenues up to $10 million. Financial solutions include card products, unsecured term loans/lines of credit, business auto loans, merchant and payroll services, equipment financing, and owner occupied commercial real estate.In 2018:▪ Exceeded targets and achieved 4-star banker status, 305% deposit growth, 119% credit growth, 108% small business acquisition, 107% card usage growth▪ Top 3 in Chicago market for closed term loans/line of credit▪ Top 3 in Chicago market for closed deposit balance growth▪ Built robust portfolio of 150 small business clients from the ground up
  • Allstate
    Contractor-Agency Deployment
    Allstate May 2015 - Nov 2015
    Northbrook, Il, Us
    • Source,cold call and pitch/sell start-up Exclusive Allstate Agency business ownership opportunities to new prospects• Collaborate and consult with the leadership team on sourcing strategies in conjunction with business goals and objectives• Build and develop new prospect relationships whilst communicating timelines, metrics and financial expectations of a new Agency deployment• Partner and consult with the market Field Sales Leaders regarding next steps with potential business owners• Execute effective pipeline management by continuing to follow up with cold/warm leads daily• Initiate, strategize, lead and execute the Allstate brand at external public events and showcases• Report and deliver personal goals and metrics to management on a weekly basis
  • Brilliant™
    Manager Of Business Development
    Brilliant™ Oct 2013 - Oct 2014
    Chicago, Il, Us
    Responsible for building client relationships with financial and accounting professionals and organizations throughout the Chicago area. Collaborate to deliver experienced, efficient, and effective talent in a wide range of disciplines including but not limited to:• Accounts Payable (All Levels)• Accounts Receivable (All Levels)• Billing (All Levels)• Payroll (All Levels)• Bookkeeper• Credit and Collections (All Levels)• Financial Analyst• Staff and Senior Accountants• Staff and Senior Internal Audit• Staff and Senior Tax Accountants
  • Brilliant™
    Recruiting Manager, Mangement Resources
    Brilliant™ Mar 2013 - Oct 2013
    Chicago, Il, Us
    Brilliant Management Resources is a unique accounting and finance consultancy that specializes in placing experienced accounting and finance professionals in professional services engagements. Our collective project and interim management expertise is best described as providing practical corporate accounting/finance recommendations and execution in:• Financial Modeling, Reporting, Planning, Budgeting, Forecasting and Analytics • Technical Accounting projects such as SEC Reporting, IFRS, Statutory and Regulatory reporting, tax & SOX Compliance Support• Financial Systems implementation, process documentation, system selection, etc.
  • Bank Of America
    Treasury Dedicated Service Consultant, Large Corporate Service
    Bank Of America Jul 2012 - Dec 2012
    Charlotte, Nc, Us
    Respond to escalated client requests, focusing on integrated approach to enhanced relationship management and client delight; provide account management, client servicing and implementation coordination for highly complex accounts; research, analyze and resolve wide range of treasury, cash management and depository products and services; effectively integrate servicing with implementation and operational requirements across departments• Consistently executed 85-100% of service level agreement on-time or ahead of schedule• Successfully oversaw workflow of implementation and fulfillment requests between multiple internal and external constituents
  • Bank Of America
    Treasury Solutions Analyst, Commercial Banking/Products Sales Support
    Bank Of America Mar 2011 - Jul 2012
    Charlotte, Nc, Us
    Outside and inside sales calls to new and existing MN and WI middle market clients ($50M-$2B in revenue), prospecting and delivering treasury solutions; assisted Treasury Solutions Officer in relationship planning, prospecting and updating strategic plans for clients; followed-up and resolved client needs through implementation and fulfillment of treasury solutions; utilized technical knowledge to run pricing and cost-benefit models; prepared corporate responses to requests for proposal and relationship reviews• Effectively presented new treasury solutions to the cash management team of an $8B corporation• Acted as integral part of team that secured $250,000 in new treasury business by providing detailed analysis and account management support• Successfully oversaw treasury solutions implementation workflow for new $1.4B client
  • Bank Of America
    Officer - Change Consultant, Global Learning Organization
    Bank Of America Feb 2009 - Mar 2011
    Charlotte, Nc, Us
    Customer Solutions - relationship deepening process focused on delivering clarity, choice and convenience to Bank of America customersCoached associates at 17 banking centers to change sales process behaviors & drive deeper client relationships; conducted banking center manager meetings to communicate Customer Solutions program goals and timeline; drove associate proficiency by observing client interactions, developing action plans and setting expectations Integrated Sales and Service Platform (“Interact”, nationwide) - largest cross-channel sales & service platform change in Bank of America history deployed to 45,000 associates across 12 regionsCoached all banking center associates for the Interact system conversion utilizing effective communication skills; drove efficiency through associate readiness, training performance, execution and adoption of Interact; monitored associate adoption daily through one-on-one coaching and timely reporting; collaborated with banking center management and regional market teams regarding overall associate proficiency; partnered with project coaches to streamline the deployment process; hosted Super user demonstration meetings for banking center managers to improve associate know-how• Consistently achieved 95-100% of pre-deployment assessment and 100% adoption rates• Received a 98% overall satisfaction score from market leadership on coaching performance• Regularly exceeded market leadership’s expectation in preparing associate readiness for deployment
  • Bank Of America
    Small Business Specialist, Global Consumer Small Business
    Bank Of America Apr 2008 - Feb 2009
    Charlotte, Nc, Us
    Assisted small businesses with strategizing financial solutions that best fit their needs; sold business checking/savings accounts, credit cards, Premium Unsecured Lines of Credit and merchant service referrals; promoted the Bank of America Spirit in order to introduce and retain Legacy LaSalle clients; regularly attended small business networking events to liaise with potential clients• Recruited to Legacy LaSalle banking center to assist in Bank of America sales process conversion• Represented Bank of America at the City of Chicago Treasurer’s Small Business Expo 2008
  • Bank Of America
    Personal Banker Associate, Global Consumer Banking
    Bank Of America Apr 2005 - Apr 2008
    Charlotte, Nc, Us
    Sold array of financial products and services (mortgages, credit lines, checking/savings accounts, IRAs, etc.); built and retained long-term relationships with personal and business customers in the community; resolved customer inquires, issues and service needs in a prompt and timely manner; demonstrated the Bank of America core values• Recruited to open 2 new banking centers in the expanding Chicago market• Achieved 173% of total sales points in Q1 of 2008• Consistently funded and often exceeded total sales goals• Appointed Small Business Specialist and Champion for top banking center in Chicago market

Roger Waddington Skills

Finance Management Banking Financial Services Strategy Financial Analysis Relationship Management Leadership Loans Strategic Planning Credit Sales Risk Management Analysis Portfolio Management Business Strategy Mortgage Lending Treasury Management Crm Mergers And Acquisitions Training Business Development Cash Management Accounting Equities Financial Planning Strategic Financial Planning Management Consulting Forecasting Recruiting Financial Reporting Mergers Outsourcing Marketing Commercial Banking Customer Service Sales Management Small Business Small Business Lending Business To Business Business Banking Personal Banking Sba Personal Bank Due Diligence Loan Loan Servicing Credit Cards

Roger Waddington Education Details

  • Dublin Business School
    Dublin Business School
    Marketing
  • Sutton Park School
    Sutton Park School
  • Stonyhurst
    Stonyhurst

Frequently Asked Questions about Roger Waddington

What company does Roger Waddington work for?

Roger Waddington works for Citi

What is Roger Waddington's role at the current company?

Roger Waddington's current role is SBA Business Development Officer.

What is Roger Waddington's email address?

Roger Waddington's email address is rw****@****ank.com

What schools did Roger Waddington attend?

Roger Waddington attended Dublin Business School, Sutton Park School, Stonyhurst.

What skills is Roger Waddington known for?

Roger Waddington has skills like Finance, Management, Banking, Financial Services, Strategy, Financial Analysis, Relationship Management, Leadership, Loans, Strategic Planning, Credit, Sales.

Who are Roger Waddington's colleagues?

Roger Waddington's colleagues are Melissa Travis, William Kulikowski, Sanne Thio, Mar Anthony Tato, Tharini A, Gene Saldivar, Iván Gil.

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