Sam Wise Email & Phone Number

Atlanta, Georgia, United States

United States

Remote

Remote

Remote

Fort Myers, Florida

Manage book of business over $1 million contract value Currently partner with over 75 IT Executives and IT Professionals Accountable for new client on-boarding and service kick off meeting Accountable for meeting with clients in order to drive value through identifying deliverables relevant to their key initiatives/mission critical prioritiesSuccessful at consistently leading meetings with C-level Executives, with a monthly average of 92.3% successful meetings (up by 11% 2017)Integral part of internal team providing client feedback to internal partners and capturing value statements to ensure future renewal Successful at contributing and capturing value statements assisting in renewalsStrong executive presence due to direct and constant contact with C-level ExecutivesPartner with C-level Executives on a monthly/bi-weekly basis to uncover solutions to their organizational IT design strategy, governance, and overall organizational IT practice needsAchieved strong internal relationships with Account Executives and Executive Partners; current territory aligned due to several internal partners requestConsistent collaboration with the Account Executive to ensure client satisfaction and contract renewalExperienced in building C-level agendas for IT Summits, Forums, Expo’sResponsible for aligning relevant subject matter experts to clients, scheduling, and communicationMentor new Executive Client Managers and assist with their role certification

Atlanta

Ability to manage a client base of 2500 clients assigned to my team2nd Highest engagement scores in the Southeast at a 4.42 out of 5 Impacted team morale around through coaching, 1 on 1’s, and pointed team meetings Partnered with other partners in the company in order to create a Win as One environment

Dunwoody, Ga

Ability to lead team to consistent production of revenue on a monthly basisConsistent top preforming team in monthly sales goals and objectivesManaged mass affluent client portfolios and needsDevelop and train new teammates in management and teamResponsible for acquiring new household sales and relationshipsDevelop and train new teammates in upcoming programs and software changes in the retail locationsAbility to manage business relationships >250kAccountable for market sales and direction in lieu of management absenceEffective at redirecting team in order to lift productivity and moralEffectively trained and promoted 3 teammates within retail branch to corporate financial positions

Sandy Springs, Ga

Ability to lead team to consistent production of revenue on a monthly basisConsistent top preforming team in monthly sales goals and objectivesManaged mass affluent client portfolios and needsDevelop and train new teammates in management and teamResponsible for acquiring new household sales and relationshipsDevelop and train new teammates in upcoming programs and software changes in the retail locationsAbility to manage business relationships >250kAccountable for market sales and direction in lieu of management absenceEffective at redirecting team in order to lift productivity and moralEffectively trained and promoted 3 teammates within retail branch to corporate financial positionsRecently promoted to 2nd largest retail branch in SunTrust footprint, housing one of the largest mass affluent markets

Ability to assist at point of sale with clients and prospects Expertise in individual financial planning areas of education preparation, retirement preparation, and estate accountsConsistent performance of Silver level or higher for sales and serviceTeam-player, enthusiastic and positive, polished, poised and professionalResponsible for scheduling teller team on staff management programConsistently top performer in West and North Atlanta market Consistently exceed corporate goals and maintained Gold level of salesManage customer portfolios, service relationships, and cross-sell all products and services Worked closely with Private Bankers and Financial Advisors partners to add to their book of businessAbility to travel within the U.SSelf-motivated and able to work with a high degree of autonomy, set priorities and manage deadlines Develop and maintain relationships with Wells Fargo Insurance, Wealth, and Mortgage partners to maximize sales opportunities and achieve maximum sales goalsStrong verbal and written communication skill

Buckhead Loop

Led branch from verge of closure to substantial sales Coach and promote tellers to bankers Led branch from lower rank in Atlanta to 2nd best in sales and customers service out of 151 branchesMotivated and directed team to successOver produce on a consistent basis in sales, proxy, and customer serviceTrained bankers and Customer Service reps into efficient sales people (both ranked #1 in Buckhead market)Trained tellers to effectively spot opportunities for customers and refer to bankers (my branch had #1 teller in market, other 4 stacked below in rank)Effectively led full team to meet incentive compensation plan in quarter payoutsRan and organized meetings for leadershipAwarded Presidents Club plaque and frame for January 2013 quarterLead branch manager meetings for District manager regularlyServed as a substitute for direct management, District Manager, when needed

Buckhead Loop

Wore 2 hats while in this position. Service Manager Title as well as Branch Manager responsibilitiesExecuted proper training for new tellers and platform staffCompleted online control tasks in a timely mannerProvided knowledge on cross sell opportunities in order to make outbound sales calls to bankers/tellersCoached tellers and bankers around sales and serviceExtremely increased sales from Q3 vs Q4Due to my success in coaching the staff in such a short period and increasing the sales on both teller and platform side, I was offered the Branch Manager position within the same branch within 27 days of being in the positionCoached platform on sales, product knowledge, and daily activities

Buckhead Piedmont

Consistent performance of Bronze level or higher for sales/serviceResponsible for scheduling teller team on Click2StaffConsistently top performer in West Atlanta market. Exceeded goals/maintained Gold level of sales in business/personal salesActed as Business ChampionWas able to recruit large companies such as Zifty. com, Fran Tarkinten LLC, E-cigs (large company for sales in electronic cigarettes), ACS Partners (large construction for producing more than 3mil in annual revenues) Managed customer portfolios, service relationships, and cross-sell all products and servicesDeveloped and maintained relationships with Wells Fargo partners to maximize sales opportunities and achieve maximum sales goals

Buckhead Piedmont

Consistent performance of Bronze level or higher for sales/serviceResponsible for scheduling teller team on Click2StaffConsistently top performer in West Atlanta market. Exceeded goals/maintained Gold level of salesManaged customer portfolios, service relationships, and cross-sell all products and servicesDeveloped and maintained relationships with Wells Fargo partners to maximize sales opportunities and achieve maximum sales goals

Peachtree Biscayne

Led and directed team through challenging and successful merger Assisted Service Manager with training new employees on new policy, procedures, and productsConsistently earned quarterly payoutServed as fall back for Service Manager (in the event of their absence) Structured and maintained Click2Staff scheduling for teller team

Peachtree Biscayne

Customer relation skills, working in a fast paced environment, multi tasking, uncovering and recognizing opportunities to benefit the customer, led team in sales, assisted manager with daily tasks such as scheduling, trained new tellers on their role as a teller with Wells Fargo.

Bachelors In Science, Criminal Justice And Corrections

Activities and Societies: Alpha Omicron Pi

Associate Of Arts And Sciences (A.A.S.), Criminology

Activities and Societies: Student Government