Challenged to originate new client base and expand existing client relationship for a leading federally chartered bank. Primary clients were forged via marketing and relationship development with local real estate/mortgage professionals. Consistently developed strong, sustainable relationships with industry partners to form business partnerships to obtain new clientele. Tasked to collaborate with and train Personal Bankers in BOA banking centers to cross-market and generate business from existing client base to further deepen the customer relationship.

Prospected and developed new business-to-business (B2B) relationships, while managing existing client base via effective marketing and sales strategies utilizing the company's CRM. Conducted on-site presentations to establish and strengthen relationship and maintain visibility of products and account services. Responsible for lead generation (cold call), direct sales presentations, and contract negotiation with key decision makers and senior management, selling account services and company’s loan submission software.