Tamara Simon Email & Phone Number

Chapel Hill, NC, US

United States

Apex, North Carolina, United States

19765 Highway Seven, Shorewood MN 55331

Responsible for generating new business opportunities and managing a significant customer portfolio. This involves being the primary contact for new or existing customers, conducting relationship reviews, coordinating the financial planning process, presenting formal product proposals, and maintaining ongoing prospects for new business development.

Develop and implement business strategies to entice new relationships to become bank customers. Establish and expand long-term professional relationships to generate revenue and gain market presence in the St. Cloud community.

Bloomington, Minnesota

Establishes, develops, and expands long-term business banking relationships to generate revenue and market presence in the Twin Cities Market. Strong focus on creating permanent financing for real estate construction, ranging from $1 to $15 million.

Greater Minneapolis-St. Paul Area

Managed a $35 million loan portfolio and a $45 million deposit portfolio. Successfully managed portfolio profitability, monitored and protected bank exposure and risk profile, and optimized portfolio return.

Greater Minneapolis-St. Paul Area

Staffed and managed teams to achieve branch and business banking goals with key focuses on building networking relationships, optimizing customer service, monitoring bank risk and exposure, and sourcing new business.

Greater Minneapolis-St. Paul Area

Managed and developed business banking officers in the Twin Cities Market, which resulted in achievement of revenue and profit goals on a deposit portfolio of $200 million, a loan portfolio of $100 million, and a treasury management portfolio of $80 million.

Downtown, Minneapolis

Coordinated and managed sales activities of the retail branch to expand customer base to drive growth in assets, income, and liabilities.Directly responsible for day-to-day management of branch staff that included Teller Supervisor, Tellers, and Personal Bankers.

Greater Minneapolis-St. Paul Area

Sourced treasury management opportunities with existing and new prospects by assisting relationship managers of the business banking group.Supported and educated retail branch personnel in sourcing small business treasury management opportunities.