Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic
Billy D. Williams

Billy D. Williams

Woodstock,USA

Summary

Business leader with extensive experience at Wells Fargo, specializing in client relationship management and revenue growth. Proven ability to create effective marketing strategies that enhance customer acquisition. Skilled in team building and promoting collaboration, resulting in outstanding performance in competitive markets.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Restaurant Owner

Bilt Enterprises, LLC
01.2016 - Current
  • Skilled business leader, team motivator, and Operation of J.R. Cricket Bar & Grill restaurant
  • Creating marketing and advertising strategies to increase number of new customers and maintain existing customers; Developed and maintaining restaurant website
  • Budgeting and analyzing daily restaurant expenses and financial reports
  • Managing and employing staff in a supportive work environment
  • Promoting company goals and ensuring compliance of restaurant & industry policies and standards; Providing appropriate corrective actions as needed
  • Developed business relationships in the city of Atlanta with other business owners and local government officials to coordinate community outreach projects
  • Facilitating meetings, trainings, and community presentations

Sales Manager

Western and Southern Life
04.2018 - 02.2019
  • Specializing in Life Insurance and Financial Planning while managing a book of business of $3MM in annual premium
  • Possesses a solid understanding of financial services and/or sales processes, advanced sales concepts, product knowledge and demonstrated successful experience selling financial products.
  • Teaching others how to network, prospect leads and effectively approach individuals and business leaders
  • Training, coaching and developing Financial Reps
  • Recruiting and helping in the selection of talent to build a highly successful team
  • Executing the Company’s systems and processes
  • Developing and implementing representative-specific community base marketing programs
  • Creating a culture of associate development

Agency Owner-Sales Manager

American Family Insurance
03.2010 - 04.2018
  • Launched an agency that specializing in Life, Commercial, Property and Casualty Insurance and successfully leverage the growth of the agency book of business annual premium to 1.3MM
  • Effectively built strategic relationships with realtors, loan officers, car dealerships, small businesses and banks to grow client base increase market share.
  • Successfully managed an office staff of 8 team members.
  • Implement various comprehensive internal and external marketing strategies ensuring consistent use of messaging and branding identity for the organization across a wide range of media.
  • Independent coordinate projects in communications, public relations, web and marketing including specific efforts such as marketing materials, surveys, client presentations, and media relations.
  • Utilizes various companies to provide optimal products and services to clients to save money and satisfy customer needs.
  • Utilizes various marketing techniques to generate new business, including direct mail, cold calling, warm referrals, seminars, and business to business (b2b) channels.
  • Successfully coordinates the renewal of current client business from conception to completion; prepares and conducts articulate and compelling presentations for clients at all business levels.
  • Attends meetings, educational workshops, carrier functions, staff meetings and social events as necessary.

Senior Licensed Small Business Banker

Wachovia Bank
Marietta, GA
05.2006 - 03.2010
  • Successfully leverage the growth of small businesses with annual revenues from $250k-$10MM. Provide comprehensive financial solutions to ensure the growing profitability of a targeted customer base with a primary deposit relationship.
  • Represent the company in a positive light throughout the community in a leadership capacity.
  • Prospect, cold call, network, and develop new business opportunities while deepening existing relationships.
  • Built consultative, relationship-based business-to-business sales tactics while implementing the full sales cycle.
  • Spearheaded and analyze the financial conditions of clients and industry trends to position Wachovia and business clients in optimal win-win scenarios.
  • Established and maintained lasting client relationships to leverage optimal business, achieve client and branch goals.
  • Utilized effective leadership and team building skills to foster unity, ideas and helpful strategies among financial team members.
  • Assisted management in the coaching, training, development, and mentoring of new associates on branch and company objectives and strategies.
  • Mastered numerous areas of the business, including opening new accounts, business acquisitions, business banking, deposits, lending, commercial lending, credit cards, auto loans, and more.

Branch Manager

Wells Fargo
Atlanta, GA
07.2004 - 05.2006
  • Led a busy financial center with a staff of 7 professionals, including an Assistant Manager, Financial Specialist, and Tellers. Coached, trained, and developed the entire team to provide exceptional customer service and exceed goals.
  • Exceeded deposit goals, loan goals, and sales goals, finishing in the top 10% of the entire organization for 2 consecutive years.
  • Actively solicited small businesses in the threshold of $1,000,000 and under, in addition to managing a book of business to assist small businesses with business cash flow challenges.
  • Set a minimum of 5-10 outbound small business appointments on a weekly basis, selling treasury products, deposits, and loans; completely managed the branch budget, in addition to profit and loss statements.
  • Positively represented the organization at community events, performing community service on a regular basis.
  • Primary responsibilities included diligently working to acquire new business clients while establishing and maintaining long term relationships to help grow book of business.
  • Worked to increase revenue by cross-selling existing and acquisition businesses, interpreting complex information and educating consumer and business customers.
  • Endeavored to build long lasting, meaningful business relationships with outside referral sources; calls on potential and existing business customers in a variety of markets.
  • Focused heavily on employee development, instilling the Wells Fargo Mission, Vision and Values within the branch team and mentees; provided quality leadership, encouragement and guidance on daily basis.

Education

Bachelor of Business Administration - Finance

University of Arkansas Pine Bluff
Pine Bluff, AR
01.2001

Skills

  • Client relationship management
  • Business development and sales
  • Project management
  • Staff management
  • Budget management
  • Marketing strategy
  • Customer service
  • Business development
  • Team building
  • Sales strategies
  • Community outreach
  • Employee training
  • Public speaking
  • Networking skills
  • Customer acquisition
  • Employee training and relations
  • Financial analysis
  • Creative problem solving
  • Regulatory compliance
  • Community engagement
  • Team leadership
  • Networking
  • Conflict resolution
  • Small business operations
  • Labor cost control
  • Staff supervision
  • Customer engagement strategies
  • Operations management
  • Staff hiring and training
  • Business planning and marketing
  • Revenue generation strategies
  • Vendor relations
  • Staff leadership
  • Staff hiring
  • Building maintenance
  • Employee scheduling
  • Food presentation
  • Table management
  • POS system operation
  • Schedule management
  • Labor cost controls
  • Building upkeep
  • Delivery scheduling
  • Online ordering management
  • Performance improvement
  • Vendor engagement
  • Sales expertise
  • Delivery coordination
  • Cost control
  • Nutrition
  • Business planning
  • Business marketing
  • Local sourcing
  • Allergy awareness
  • Schedule coordination
  • Food pairing
  • Waste reduction
  • Health code compliance
  • Inventory management
  • Menu development
  • Budget monitoring
  • Sales proficiency
  • Financial planning
  • Complaint investigation
  • Accounting oversight
  • Revenue generation
  • Promotional planning
  • Sales oversight
  • Portioning
  • Marketing strategy implementation
  • Scheduling staff
  • Customer satisfaction
  • Money handling
  • Excellent communication
  • Self motivation
  • Sanitation
  • Professional demeanor
  • Profitability optimization
  • Cost estimation
  • Liquor law compliance
  • Teamwork
  • Teamwork and collaboration
  • Reliable and responsible
  • Food and Beverage Ordering
  • Food safety management
  • Time management
  • Multitasking
  • Money counting

Certification

  • Property and Casualty Insurance License
  • Claims Adjuster License
  • Life, Accidental and Health Insurance License

Timeline

Sales Manager

Western and Southern Life
04.2018 - 02.2019

Restaurant Owner

Bilt Enterprises, LLC
01.2016 - Current

Agency Owner-Sales Manager

American Family Insurance
03.2010 - 04.2018

Senior Licensed Small Business Banker

Wachovia Bank
05.2006 - 03.2010

Branch Manager

Wells Fargo
07.2004 - 05.2006

Bachelor of Business Administration - Finance

University of Arkansas Pine Bluff

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