Addison Durrell
Winter Park
Summary
Dynamic Vice President and Commercial Relationship Manager at Seacoast Bank, recognized for a strong history in strategic business development and risk-adjusted portfolio management. Successfully fostered valuable relationships with high-net-worth clients, consistently meeting sales targets and improving customer satisfaction through adept negotiation and staff training. Frequently acknowledged for surpassing performance benchmarks and contributing to revenue enhancement. Possesses exceptional skills in employee development, customer service, and analytics, backed by over six years of industry experience. Highly motivated and innovative, always seeking creative solutions to exceed performance metrics and enhance client satisfaction. Proficient in delivering engaging presentations to clients, aimed at generating new business, expanding existing accounts, and strengthening brand visibility. A proven team builder and leader of initiatives.
Overview
6
6
years of professional experience
Work History
VP, Commercial Relationship Manager
Seacoast Bank
08.2024 - Current
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
Banking Officer, Commercial Banking Coordinator
Seacoast Bank
10.2022 - 08.2024
- Developed strategies to grow client base and implemented appropriate sales plans to target prospective customers.
- Identified customers with additional profit potential and designed action plans to expand relationships.
- Enhanced operational risk application to capture regulatory findings from agencies such as SEC and OCC.
- Collaborated with compliance department to eliminate procedural errors and margin breaks.
- Instrumental in managing Commercial Relationship Portfolio of $190MM+.
Senior Client Advisor
Seacoast Bank
06.2022 - 10.2022
- Maintained and managed existing accounts by performing account maintenance, establishment and review.
- Produced over $3MM in Personal Loans, both collateralized and unsecured.
- Adhered to AML/BSA requirements, audit procedures, and other regulated banking activity.
- Investigated and resolved accounting, service and delivery concerns.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Responded proactively and positively to rapid change.
- Trained staff on operating procedures and company services.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
Client Advisor II
Seacoast Bank
01.2021 - 06.2022
- Adhered to AML/BSA requirements, audit procedures, and other regulated banking activity.
- Sought out appropriate management in more complex financial matters.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Informed clients of strategies for reducing debt and maximizing savings.
- Developed and maintained strong relationships with clients to maximize satisfaction.
Client Advisor
Seacoast Bank
11.2018 - 12.2020
- Sought out appropriate management in more complex financial matters.
- Maintained and managed existing accounts by performing account review and establishment.
- Adhered to AML/BSA requirements, audit procedures, and other regulated banking activity.
- Educated clients on financial topics and best practices.
- Production of over $1MM in Personal Loans and Lines.
Education
High School Diploma -
Vero Beach High School
Vero Beach, FL05-2015
Skills
- Financial Forecasting
- Risk-Adjusted Portfolio Management
- Strategic Business Development
- Cross-Functional Team Management
- Effective Negotiation Strategies
- Staff Development
- Sales Strategy Development
- Strategic Pricing Analysis
- Strategic Pricing Optimization
Timeline
VP, Commercial Relationship Manager
Seacoast Bank
08.2024 - Current
Banking Officer, Commercial Banking Coordinator
Seacoast Bank
10.2022 - 08.2024
Senior Client Advisor
Seacoast Bank
06.2022 - 10.2022
Client Advisor II
Seacoast Bank
01.2021 - 06.2022
Client Advisor
Seacoast Bank
11.2018 - 12.2020
High School Diploma -
Vero Beach High School
Similar Profiles
ANDREW MAJESTYANDREW MAJESTY
CHIEF STRATEGY OFFICER at SEACOAST BANKCHIEF STRATEGY OFFICER at SEACOAST BANK
CAROL K ANDERSONCAROL K ANDERSON
Client Advisor II at Seacoast BankClient Advisor II at Seacoast Bank
Jacquelyn DemarzoJacquelyn Demarzo
Sr. Client Advisor at Seacoast BankSr. Client Advisor at Seacoast Bank