Antwan Sutton
Relationship Banker
Raleigh,NC
Summary
Antwan Sutton is currently a Relationship Banker in the Banking and Lending group. His current role requires a thorough knowledge of financial data, product benefits, and internal bank policies and procedures. Antwan's responsibilities include establishing rapport and building relationships with customers, account management, referrals, and portfolio management, along with improving the Bank's ability to strengthen customer loyalty and generate revenue. Antwan has 10+ years of experience managing 32 brokers in the finance and insurance industries, as well as 5+ years as a Senior Loan Originator/Consultant in the commercial mortgage industry. Recruiting and developing highly productive organizations are areas in which he has proven success. Additionally, he has well-developed presentation and negotiation skills, as well as a quick study who exemplifies strong project management abilities.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Relationship Banker
Bank of America
04.2023 - Current
- Cultivated strong customer relationships by providing tailored advice and services
- Facilitated customer transactions, including deposits, withdrawals and transfers
- Maintained in-depth product and service knowledge for well-informed
- Maintained customer records & updated account information
- Presented new and existing products and services to existing customers
Insurance Broker
Family First Life
07.2017 - 04.2023
- Calculated quotes and educated potential clients on insurance options
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques
- Retained 42% of policyholders during annual renewal period
- Sold Whole Life, IUL, Term and Annuities insurance policies to new and existing customers
- Managed 32 entry-level brokers
- Handled approximately 120 outbound and 30 inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices
- Determined client needs and financial situations
- Utilized CRM software to manage client relationships
Senior Loan Consultant
G&M Mortgages Unlimited
03.2007 - 06.2017
- Identified potential clients and managed customer relationships
- Analyzed client's financial standing, analyzed financial data, structured loan terms, negotiated deals, and oversaw the loan portfolio while ensuring compliance with lending guidelines
- Aided colleagues, managers, and customers through regular communication and assistance
Education
Geo Engineering
North Carolina State University
Raleigh, NCSkills
- Relationship building and management
- Critical thinking
- Policy development and implementation
- Project management
- Verbal and written communication
- Portfolio management
- Detail-oriented
- Conflict resolution
- Teamwork adaptability
- Multitasking abilities
- Organization and time management
- Sales expertise
- Financial planning
- Web Design
Certification
- Variable Annuity License, NC Department of Insurance
- Ethics and Compliance Certification, Ethical Compliance Training Programs
- Licensed Insurance Agent/Broker, NC Department of Insurance
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