Brendan Stucki
Sandy,UT
Summary
Business-driven Relationship Manager always finding successful ways to grow new business and foster lucrative relationships. A determined salesman with experience assisting contractors, manufacturers, and companies in the home improvement space with implementing Bank loan programs to grow their business and reach new clients.
Overview
5
5
years of professional experience
Work History
Relationship Manager
EnerBankUSA || Regions Bank
03.2022 - Current
- Strengthened client relationships by actively listening to their needs and providing tailored financial and lending solutions.
- Developed targeted presentations for existing and prospective clients, effectively showcasing value of our services and products in order to gain new business.
- Monitored financial markets closely to stay informed on industry trends, ensuring accurate advice and guidance for clients.
- Organized regular events and in person visits to foster deeper relationships and attract new business prospects.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Grew a portfolio of $4M in booked loans to over $10M.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the Bank.
- Continuously maintained and improved consultative sales skills by engaging in scheduled sales training as well pursuing improvement through customer interactions.
- Evaluated portfolio performance regularly using advanced analytics tools, adapting sales strategies to align with profitability goals.
Contractor Training Specialist
EnerBankUSA || Regions Bank
10.2021 - 03.2022
- Developed customized training materials for various home improvement verticals, ensuring relevance to the target audience.
- Delivered dynamic presentations to facilitate learning, usage and retention among new contractors and program enrollees.
- Contributed to the retention of key accounts by providing contractors with the resources and support necessary to excel in their loan program.
- Educated clients on proper use of products and systems.
- Tracked and facilitated onboarding of new contractors and programs throughout the enrollment process and maintained proper records.
Relationship Manager Consultant
EnerBankUSA || Regions Bank
03.2021 - 10.2021
- Strengthened client relationships, promptly addressing concerns and inquiries.
- Assisted in achieving sales targets through effective coordination with the sales team and the Relationship Manager.
- Participated in regular sales training to improve communication and consultative sales skills.
- Fulfilled ad-hoc administrative duties as required by the Relationship Manager or sales team.
Customer Support Supervisor
EnerBankUSA || Regions Bank
02.2020 - 03.2021
- Improved customer satisfaction by consistently providing timely and accurate support to clients.
- Enhanced team performance by conducting regular training sessions and offering constructive feedback.
- Reduced employee turnover by training new hires and creating a positive work environment that encouraged growth and development.
- Evaluated agent performance through quality assurance monitoring, identifying areas for improvement and providing targeted coaching as needed.
- Streamlined support processes for increased efficiency and reduced response times.
- Managed escalations from customers, ensuring they received prompt attention from the appropriate team member or department head.
- Identified opportunities for process improvements, implementing changes that led to increased productivity within the team.
Customer Service Representative
EnerBankUSA || Regions Bank
07.2019 - 02.2020
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Streamlined call center processes for improved efficiency and reduced wait times.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Sales Support Associate
Squeeze Media
02.2019 - 07.2019
- Achieved top performer status within the call center multiple times due to consistent results-driven performance.
- Called 100's of warm leads per day to sell tax relief and home refinancing services.
Education
Bachelor of Arts - Philosophy
Utah Valley University
Orem, UT05.2023
Associate of Arts - History And Political Science
Utah Valley University
Orem, UT01.2020
Skills
- Customer Portfolio Management
- Relationship Building and Management
- Bilingual - Fluent in Spanish
- Consultative Sales
- Excellent Communication
- Critical Thinking
- Analytical Problem Solving
- Financial Services
Languages
Spanish
Native or Bilingual
Software
Microsoft CRM
Microsoft Office Suite
Timeline
Relationship Manager
EnerBankUSA || Regions Bank
03.2022 - Current
Contractor Training Specialist
EnerBankUSA || Regions Bank
10.2021 - 03.2022
Relationship Manager Consultant
EnerBankUSA || Regions Bank
03.2021 - 10.2021
Customer Support Supervisor
EnerBankUSA || Regions Bank
02.2020 - 03.2021
Customer Service Representative
EnerBankUSA || Regions Bank
07.2019 - 02.2020
Sales Support Associate
Squeeze Media
02.2019 - 07.2019
Bachelor of Arts - Philosophy
Utah Valley University
Associate of Arts - History And Political Science
Utah Valley University
Similar Profiles
Sandhiya LSandhiya L
Customer Service Representative at BankCustomer Service Representative at Bank
Malvika PathakMalvika Pathak
Senior Manager at BankSenior Manager at Bank
KAFIA DHHAIBAKAFIA DHHAIBA
Credit Analyst at BANKCredit Analyst at BANK
Ashlyn DonleyAshlyn Donley
Corporate Store Accountant at CarilohaCorporate Store Accountant at Cariloha
Dylan SmithDylan Smith
Manufacturing Technician 2 at BioMerieuxManufacturing Technician 2 at BioMerieux