Summary
Overview
Work History
Education
Skills
Timeline
Generic

Bob Sherman

Gilbert,AZ

Summary

Passionate, goal-oriented practice relationship manager with extensive experience working with dentists, doctors and veterinarians over the last 9 years. My clients include hospitals, practice groups, private practices, surgery centers and medical equipment companies. I excel at cold-calling, networking, prospecting & onboarding, and emphasizing a full-relationship approach to maximize profits for the bank.

Overview

23
23
years of professional experience

Work History

Behavioral Health Therapist

The River Source
01.2024 - Current
  • Counseled individuals, groups, and families to bring awareness of problems, deal with crisis situations and develop action plans.
  • Developed behavior intervention plans based on principles of applied behavior analysis.

Vice President, Commercial Relationship Manager

Sunflower Bank
08.2023 - 05.2024

Grow and expand Sunflower Bank’s commercial portfolio by prospecting and onboarding new clients and COIs. Target clients with GAR between $10MM and $150MM with lending needs between $3MM and $50MM.

  • Strengthened commercial client relationships by providing tailored financial solutions and exceptional customer service.
  • Delivered financial presentations to prospective clients, showcasing the value of the bank''s product offerings and services.

Vice President, Commercial Relationship Manager

MidFirst Bank
08.2022 - 08.2023

Grew and expanded a commercial portfolio in Tempe and Ahwatukee by managing existing clients, while prospecting and onboarding new clients and COIs.

AVP, Practice Solutions RAO, Enterprise BB

Bank Of America, N.A.
01.2001 - 08.2022

Managed a portfolio of healthcare clients in Texas and Louisiana providing lending and full banking relationship solutions with annual loan volume of $15-20MM.


Over 21 years, I held positions in sales, collections, credit & underwriting, risk management, training origination, dealer financial services, practice solutions and enterprise banking.

  • Pinnacle Aware Winner
  • Mastery Program Recipient
  • Performance Excellence Aware Recipient

Education

MBA - Health Administration

University of Phoenix
Las Vegas, NV

Bachelor of Science - Marketing

University of Nevada - Las Vegas
Las Vegas, NV

Skills

  • New Business Development
  • Healthcare COI Generation
  • Financial Analysis & Risk Assessment
  • Portfolio Management
  • Sales Presentations
  • Networking

Timeline

Behavioral Health Therapist

The River Source
01.2024 - Current

Vice President, Commercial Relationship Manager

Sunflower Bank
08.2023 - 05.2024

Vice President, Commercial Relationship Manager

MidFirst Bank
08.2022 - 08.2023

AVP, Practice Solutions RAO, Enterprise BB

Bank Of America, N.A.
01.2001 - 08.2022

MBA - Health Administration

University of Phoenix

Bachelor of Science - Marketing

University of Nevada - Las Vegas
Bob Sherman