Charles Eakin

Helped individuals and families build and execute wealth management strategies based on unique goals and objectives. Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs. Worked with clients to support understanding of rationale and details of financial strategies. Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities. Worked with Sr. Advisors to develop holistic financial plans for clients. Undertook trainings in sales, insurance, retirement, trusts, etc.

This business venture focused on B2B sales and services with customers in the agricultural industry. We sold large commercial drones for use in dispersal of pesticides, fertilizers, and seeding on farms, and offered comprehensive training to clients. We were first and foremost focused on client success in delivering a new technology that saved time and money in the agricultural sector. In addition to sales, we also offered a services rental option to provide services to farmers that were unable to purchase products outright. This role involved a lot of prospecting and networking in the farming communities of eastern Colorado.

In the managerial role, I fulfilled many duties to ensure that monthly sales and customer service goals were exceeded based on determined KPI's and other metrics used to measure team success. I focused on sales and engagement coaching for a staff of 13, helping them learn and grow to become better performers year over year. This involved developing individual growth plans, providing coaching and mentoring around areas of improvement, and connecting individuals goals with those of the organization. In addition to developing staff, I was in charge of managing our high dollar clients in the region and attracting the business of new prospects. I worked on coordinating, facilitating, and staffing business development and community outreach events to generate new business and expand brand awareness. I analyzed sales and performance figures, and presented business plans to senior management. My overall goal in this role was developing the brand in my assigned region, leading to growth and customer success. I created a highly functional team that consistently set the standard for sales and service goals in the region.

The focus of this role was the development and expansion of a client book of business through prospecting new leads and utilizing customer interactions. I served as the point person for current clients in need of services as well as the point of contact in developing new client relations. I worked closely with our financial advising team and private lending team to offer clients a holistic banking solution that exceeded their expectations and met their needs. Developed and implemented customized financial solutions for commercial clients to drive revenue growth and enhance their banking experience. Acted as a subject matter expert on business banking products and services, providing guidance and support to junior team members. Collaborated with internal partners to deliver comprehensive banking solutions and exceed sales targets for the business banking portfolio.

• Managed a portfolio of high-value commercial clients, maintaining strong relationships and providing financial solutions to help them meet their business goals
• Led efforts to source new business clients through networking, referrals, and targeted marketing initiatives, resulting in increased market share and revenue growth
• Analyzed financial statements, cash flow projections, and credit reports to assess risk and make informed lending decisions, while adhering to regulatory compliance requirements
• Collaborated with internal teams to deliver comprehensive banking services to clients, including treasury management, commercial loans, and merchant services, ensuring a seamless customer experience.

Customer facing role where we assisted consumers and small businesses in meeting their banking needs. This role encompassed a wide array of skills and knowledge to meet client needs, with training in real estate, trusts and estates, retirement, legal documentation, business  documentation and set-up, and business development. Acted as the primary point of contact for member inquiries, providing accurate and timely assistance with  account information, benefits, and services. Proactively identified and resolved member issues, collaborating with internal teams to ensure a high level of  member satisfaction. Maintained detailed records of member interactions and requests to track trends and provide feedback for  process improvement.

This role focused on supporting both the sales and the operations teams at the bank. This was a hybrid role, and focused on all aspects of banking operations including accurate record keeping, sales coaching, team engagement and issue resolution for customers.