EXECUTIVE MIDDLE MARKET SUMMARY

Seasoned business development and corporate banking executive for 16 plus years that has extensive experience in Product Management, creation of new product cross sell, and proven track record of building major business.  Responsibilities include coordinating a team of partners in the analysis and execution of financial strategies and services for mid level companies, including online banking, treasury management, credit and key financial solutions.  Leader in driving revenue and portfolio growth of business units of various business lines by developing customer relationships and driving increased revenue to bottom line with a proven track record of performance.

AREA OF EXPERTISE

• Management and Leadership of Sales Teams with training expertise.
• 18 years of Sales, Sales Management and Business Development experience with proven track record.
• Exceptional verbal and written communication skills.
• Coordinating accounts through developing customer relationships with multi-national companies.
• Working with C-level executives on product growth and retention.
• Ability to recruit and grow sales team from ground up. 
• Strategic sales planning and operations management.

PROFESSIONAL EXPERIENCE

2011-Present

Business Relationship Manager/ Vice President

Managed Client Portfolio of business customers with revenues of 2-35MM in annual revenues.  Provided credit risk assessment of profitable client relationships. Cross sold financial products involving Treasury Management, Investments and Credit related products.  Worked with cross functional teams on portfolio growth and acquiring new relationships to the bank. Double digit growth in Loan Variance, Proxy Revenue & new Deposit volume for five consecutive years from 2011-2016.10 time Qt. All Star .

2008-2010

Area Manager / Vice President

Managed and directed a team of Business Acquisition Consultants that acquired, expanded and retained new accounts for U.S. based and international focused companies.  Team reached a minimum of 157% of annual goals in key drivers for 3 consecutive years and ranked in the top of its peer group.

2005-2007

Business Relationship Manager / Client Manager

Developed marketing and sales strategies on the banks product lines to establish profitable portfolio cross sell by using internal and external resources toward customer growth and retention.  Analyzed financial statements and offered risk assessment of business customers toward the lending policy.

2001-2005 & 2007-2008

Business Acquisition Consultant / Associate Vice President

Assessed, profiled and analyzed B2B sales for client’s financial needs and proposed customized packages of online financial products.  Responsible for all phases of the sales life cycle, including lead generation, sourcing business and meeting sales objectives and deliverables for annual goals.  Worked with cross functional teams on investment policy & risk analysis with commercial lending.

1998-2001

Sr. Account Manager / Sales Executive / Recruiter

Education

Bellingham, WA         1993-1998

Bachelor of Arts in Business Administration with emphasis in Finance Marketing & Decision Sciences

Achievements

• Top Gun/Annual Performer in 2003, 2005, 2007, 2011, 2012, 2013, & 2014 in Business Development and Sales
• Eight time Quarterly All Star Performer 2013 – 2016  as a Business Relationship Manager.
• Top Gun Performer in 2008, 2009, 2010 as an Area Manager having lead business acquisition team ranked top quartile in state
• Sales & Service of Excellence winner in 2009, & 2013 at National Level.