Sherry Minardi Email & Phone Number

Orange County, California, United States

Responsible for all management of activities in a branch office. Manage staff to achieve the mission, vision, and values of the Bank, along with Bank strategic objectives and Branch specific sales and profitability goals. Ensures adherence to Bank policy and procedures by all Branch personnel.

•Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone.•Business Loans & Lines of credit, Equipment Leasing, Payroll, Merchant Services, Home Loans, Home Equity Loans & Lines of Credit, Cash Management •Proactively assess clients' financial information by completing a Needs Assessment to determine… Show more •Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone.•Business Loans & Lines of credit, Equipment Leasing, Payroll, Merchant Services, Home Loans, Home Equity Loans & Lines of Credit, Cash Management •Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services.•Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and to resolve related customer issues.•Makes face to face sales calls to the local community businesses. •Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display.•Risk Management.•Customer Service •Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Bank’s and Manager’s overall goals and objectives. Accountable for customer satisfaction and retention. •Perform other duties as may be assigned. This may include providing work guidance to lower level sales staff when assigned. Show less

Irvine Ca

Sales Consultant offering innovative marketing solutions to businesses, helping them to grow and transact with their customer base and showcase their products and services. Responsible for a portfolio of existing accounts as well as generating new business within my territory. Offering the full range of hibu marketing and advertising solutions including desktop and mobile optimized websites, online shops, Google AdWords, display advertising, online/print directories and social media.

Orange County, California Area

Wholesale Account ExecutiveResponsible for cold calling/prospecting to obtain new broker loan relationships. Loan Origination2006-2007 Platinum Presidents Club winner

Orange County, California Area

Responsible for behavioral based coaching, as well as the development and performance of all sales activities at the branch. Responsible for coaching and ensuring the performance of sales staff, as well as for the attainment of sales targets. Trains employees on sales techniques. Prepares action plans for individuals and branch teams for effective search of sales leads and prospects. Conducts routine meetings, including one-on-one reviews, with all sales staff to build more effective… Show more Responsible for behavioral based coaching, as well as the development and performance of all sales activities at the branch. Responsible for coaching and ensuring the performance of sales staff, as well as for the attainment of sales targets. Trains employees on sales techniques. Prepares action plans for individuals and branch teams for effective search of sales leads and prospects. Conducts routine meetings, including one-on-one reviews, with all sales staff to build more effective communications, understand training and development needs, and to provide insight for the improvement of skill sets and activity performance. Maintains and monitors production or sales records for use in supervision. Show less