Will Richardson Email & Phone Number

Tulsa, Oklahoma, United States

Tulsa, Oklahoma, United States

• Played a vital role in ensuring the seamless operations of banking operations in the Tulsa market
• Hired qualified staff that met position requirements and branch goals
• Skillfully developed and implemented marketing and sales strategies that drove significant increases in new business development and revenue generation
• Offered the necessary resources and training for new hires to succeed in meeting sales and service objectives

Tulsa, Oklahoma, United States

• Effectively managed, motivated, and coached high-performance teams of 4 lenders and 2 lending assistants at the Harvard Banking Center
• Consistently ensured banking operations are functional and exceeding client expectations
• Strategically coordinated, planned, and managed policies, procedures, and protocols surrounding investment, loan, and interest reserve operations
• Oversaw internal and external communications, marketing, and sales for boosting financial product sales

Tulsa, Oklahoma, United States

• Streamlined and expedited operations of the Business Banking Group to improve performance
• Provided valuable training and guidance for team members to understand all procedures and policies
• Designed marketing and sales strategies that maximized product sales and bottom-line profits
• Productively managed client relations to encourage repeat business, sales, and satisfaction

Tulsa, Oklahoma, United States

• Built long-term relationships with corporations, as well as individuals to increase annual revenues
• Focused on delivering value-added solutions to clients and prospects based on their financial goals
• Proactively identified and addressed financial risks in a timely fashion
• Produced in-depth reports that highlighted prospects, cross-selling opportunities, and referrals
• Worked collaboratively with team members throughout the acquisition of NBC Bancshares in Pawhuska, OK

Tulsa, Oklahoma, United States

• Kept lines of communication open with relevant parties to discuss loan and deposit goals
• Conducted thorough interviews with applicants to gather information, credit reports, background checks, reference checks, and other key data for loan evaluations
• Structured and approved loans in accordance with specified limits, policies, and procedures
• Strategically coordinated, planned, and was a member of the Commercial Lending Team within the Metro Lending Group and Business Banking Group

Business & Finance Coursework

Activities and Societies: Golf Scholarship Recipient

Education record