Kathy Sullivan Email & Phone Number

Atlanta, Ga, Us

Atlanta, Georgia

Buckhead

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$11 billion regional bankRegional Sales Manager (Sept. 2009 ­ Dec. 2009)Joined bank to partner with a former Wachovia senior executive to stabilize and improve retailbranch sales and operations in preparation for an impending acquisition. Responsible for overseeing the day-to-day retail branch sales and operations for a community "niche" bank targeted at the large Chinese population in the Atlanta area. Acted in leadership capacity to develop a sales and service culture for the state of Georgia. Identified training needs and developed and led training curriculum for the Georgia retail employees, including OMEGA lending, relationship management and sales process courses, to gain a stronger understanding of bank products and services and increase production.

Lead deposit officer and branch executive for the bank’s largest location. Served on the Bank’s Deposit Committee and worked to build retail strategies to increase deposit production and customer share of wallet. Selected by the President to oversee the Bank’s largest cash management customers and also as the bank’s principal contact for selling bank-owned properties.Management of community bank branch with a strong focus on retail and commercial deposit acquisitions.

Top 10 Bank Holding Company in the U.S.Market Service Leader (2005 ­ 2007)Successfully oversaw customer base of $1.3B and a regional staff of 80 employees in 9 financialcenters in the Buckhead market. Traveled to financial centers teaching skills and coaching behaviors for Financial Center Managers and their teams to achieve financial center performance and sales goals. Developed and implemented strategic service and retention action plans that capitalized on opportunities, competitors' weaknesses and support of overall corporate goals. Achieved highest Client Service Measurement scores (6.85/7.0) in the region by implementing and monitoring successful service strategies in all financial centers. Implemented human resources policies for all direct reports, including appraisals, disciplinary actions, individual development plans, career development, training and interviews.

Built long-term advisory relationships with each client by analyzing his/her financial situation with the goal of achieving mutually beneficial results.  Developed sales strategies for maintaining and further penetrating existing client relationships, including pre-call planning and post-call follow-up activities.  Built strong relationships resulting in a consistent referral business. Consistently exceeded all sales goals; averaged over $1MM monthly in both loan and deposit production. Successfully partnered with mortgage bankers, business bankers, attorneys and investment representatives to increase business production via referrals.  Earned Series 6, 63 and annuity licenses.

Managed $20 million client base and coached and developed financial center employees to achieve all sales and service performance objectives. Recognized as a leader by being operationally sound and possessing strong leadership and teamwork skills.