Lead the Centralized Business Banking Group for Nevada State Bank a division of Zion's Bancorporation comprising Business Banking Relationship Managers and Client Acquisition Specialist. Lead Relationship Managers to further develop the bank’s business portfolio consisting of 56% of all business banking clients with over 148 million in deposits. Implemented bank-wide telemarketing campaigns to drive new acquisition of mid-market and corporate sized businesses through cold calling efforts. Develop a comprehensive prospecting program for the bank, leveraging internal analytics and external resources to maximize new acquisition opportunities. Establish sales objectives, KPI’s, and built strategic partnerships within the organization using influence to drive sales success. Partnered with business intelligence to further develop our CRM (Salesforce) increasing bank usage, streamlining the sales and sourcing processes.

Manage the Workplace Solutions Program for Southern California designed to support the Retail banking centers with new, active and profitable customer acquisition, representing the most significant and growing source of new customer relationships. Offering preferred pricing and benefits on retail banking products and services to the employees. Responsible for effectively building a prospect pipeline, prospecting/targeting large companies and non-profits, gaining the commitment of the businesses’ decision maker, planning onsite events (conducted away from the banking center) and working closely with Regional Bank Managment to develop a long term strategy to ensure the successful execution of onsite events hosted/managed by banking center representatives. Selling the online solution for Workplace Solutions, where employees will be able to see benefits exclusive to them and apply directly online.

Responsible for selling merchant payment processing and the corresponding hardware and software. Partner with banks to sell the products and services to customers through their marketing channels. Presented and sold products and solutions to merchant prospects. Maintain and establish relationships with assigned bank partners. Manage the merchant relationship for the South Valley District and San Diego District providing sales coaching and support to all 37 branches.

Provide business banking solutions to meet the needs of Wells Fargo commercial customers through effective sales activities, expanding existing business relationships and profiling. - Maintained relationships with Wells Fargo partners to maximize sales opportunities- Contributed to the success of the branch by meeting and exceeding commercial lending, deposit along with all other sales and service goals- Responsible for ensuring compliance with audit and operational regulations following guidelines for all new business relationships brought to the branch.- Developed and maintained a portfolio of commercial clients and strategic relationships with COI’s- Responsible for developing relationships with the local small business community through continued outreach, attending town halls and community events.