Terri Eason Email & Phone Number

Cleveland, Ohio, United States

Currently, manages the foundation’s Gift Planning Team as a member of the Advancement Department. My primary focus is on cultivating relationships that help individuals establish current and deferred philanthropic funds, legacy gifts, and charitable giving strategic plans. As such, I work closely with professional advisors and their clients to identify, create, and provide charitable planning options tailored to achieve specific philanthropic goals.

Cleveland, Ohio, United States

Responsibilities include new business development and relationship management of non-profit and higher education organizations within Northern Ohio. Serve as a single point of contact for clients to deliver National City’s full suite of products and services.· Achieved 217% of referral stretch goal by targeted cross-sell efforts with Line of Business Partners· Exceeded new business/ market share goal 131% by leveraging internal and external resources· Managed and directed multiple teams of RMs, PMs, and analysts in new business development and client retention· Identified, selected, and established client management teams tailored to service a $125 Million Portfolio· Developed and executed a strategic plan to target sales, service and relationship management for non-profit and higher education organizations within the Corporate, Small Business and Retail Banking Divisions· Collaborated with NCC Corporate Public Affairs to identify, select and develop community partnerships for philanthropic contributions and engagements· Created and developed presentations and marketing material specifically designed to establish and enhance banking relationships with non-profit and higher education organizations.

Cleveland, Ohio, United States

Responsibilities included strategic planning and producing key metrics to validate business cases for corporate-wide sales initiatives.· Managed all facets of the Emerging Affluent training program including content, design, structure, process, and delivery by internal and external instructors· Executed deliverables and managed work plans for the Emerging Affluent and Sales Force Effectiveness projects; Met timeline objectives within each stage and launched initiatives on time, on budget, and on schedule· Coordinated efforts to implement an enhanced loan referral payout structure which resulted in a 25% increase in referrals corporate-wide· Established the infrastructure for the project team to measure the impact of partner referral programs, developed rules of engagement, and redesigned communication tools to augment the internal referral process· Utilized the Six Sigma DMAIC processes for the Emerging Affluent and Sales Force Effectiveness Initiatives projected to generate $19 Million and $25 Million in NIBT· Designed New Business /Sales strategy Guidelines for the Emerging Affluent Initiative to define and penetrate the target market

Cleveland, Ohio, United States

Designed and implemented a new curriculum for the Retail Management Development Program (RMDP), including recruiting candidates, coordinating training schedules, retaining talent, and administering performance reviews.· Hired 28 RMDP associates from a pool of 300 candidates within 60 days· Reduced interview turnaround from four weeks to one, a 75% improvement· Developed and implemented a strategic plan to improve the retention rate from 1.5 years to 5 years· Authorized and monitored salary levels for all RMDP trainees and met $2 Million annual compensation budget· Developed the RMDP Interviewer Guide and revised the candidate evaluation forms and performance reviews to improve and standardize skills assessments based on core competencies and key success factors· Participated in on-campus interviews, selected candidates, and extended offers for employment· Served as liaison between Human Resources and other Division Heads corporate-wide

Cleveland, Ohio, United States

Managed all phases and areas of corporate banking relationships including prospecting, new business development, customer service and retention, credit analysis, loan structure, committee presentations, and annual reviews.· Underwrote and managed a $115 Million portfolio of middle-market companies in Northeastern Ohio· Added $30 Million in new business, including Letters of Credit to enhance bond-financed projects and exceeded the goal by 20%· Increased fee income by 30% and exceeded deposit goals by 50%· Introduced and sold a full suite of Bank offerings by cross-selling services from Treasury Management, International, Corporate Executive Services, Private Banking, Investment Management and Trust, and Mortgage Services· Averaged 20 client and prospect in-person calls per month and increased portfolio base by seven new banking relationships per year

Twinsburg, Ohio, United States

Twinsburg, Ohio, United States