Commercial loan officer with the last true community bank of the Treasure Coast. We don't put clients in a box, instead we build the box around the client.

Network and sign companies with annual revenues over $1 million in sales, prospecting and developing new customer relationships, and retaining and growing existing relationships. Utilizing consultative selling skills to understand the liquidity, payments, and cash-flow needs of business owners, and guide them toward financial solutions. Coordinate with branch management and other specialists to establish a broad financial portfolio mix. Directly handle business loan requests in Martin & Okeechobee County. Assist in staff training for business product knowledge.

Directly responsible for the financial performance and day to day operations of the Stuart branch. Coach and mentor team to ensure all of our current and future clients achieve economic security and financial success. Obtain and cultivate lasting relationships within the community to expand the BB&T brand.

Prospect and sign companies in the Fortune 500 space for our B2B Accounts Receivables EIPP platform while maximizing revenue through our product fees and expanding Amex charge volume. Harbor Payments (our division under American Express) hired a sales team on a six month contract to ramp up the sales growth with the eventual goal of promoting stellar performers to permanent positions. Due to early successful results the contract was extended into the New Year. After extensive market analysis and final phase discussions with potential prospects, Harbor Payments realized the platform and infrastructure costs were to exorbitant to be successful in the market place and decided to close down the business line by April of 2010.

Prospect professional industries to cultivate new business and relationships. Manage and expand existing portfolio for enhanced profitability and retention. Network with financial and business leaders to establish consistent referral sources. Provide business product knowledge training for branch associates and managers. Directly handle all business lending requests and clients/prospects with one million or greater annual revenue in assigned territory. BankAtlantic closed their Relationship Management division in March of 2009 during a phase of massive cuts throughout the organization.

Responsible for development of new business relationships to assist in the growth of new branch opening. Intensive calling on local businesses prior to branch opening and follow up calling for six months after new location opening. Designed and executed business development plan to acquire top businesses in area.

Responsible for driving wallet-share within the branch by implementing creative tactics. Attended weekly outside sales blitzes with Business Bankers and Branch Managers to bring in outside business. Worked with Business Bankers on preparing lending packages and sales presentations. Engaged in daily, weekly, and monthly coaching sessions to develop teammates as well as ensuring profitability and company growth. Responsible for increasing customer base through outside Bank-Day events. Oversee Operational efficiency and resolving complex issues.

Managed the sales process during the evening and weekend hours. Responsible for coaching staff members and implanting sales tactics. Oversee Operational efficiency during night and weekend hours, as well as assist in the completion of the Monthly and Quarterly responsibility check-list.

Developed individual and team tactics. Successfully refined and implemented the sales process. Provided do-diligence in complex customer situations. Assisted other teams in achieving their sales goals through blitzes, tactics, and sharing of best practices. During my period of in-store banking, traveled extensively, while acting in Ops Manager Role, and Branch Manager Role.