Chris Bettis

• Led high-quality enterprise sales cycles, engaging with portfolio managers, CFOs, and CXOs.
• Identified and initiated new sales opportunities, leveraging existing client relationships to generate commercial interest.
• Developed and presented compelling value propositions tailored to client needs.
• Successfully negotiated and closed complex agreements with senior stakeholders.
• Met and exceeded sales quotas by selling high-value services to private equity, venture capital, corporate, and consulting clients.
• Built and maintained long-term client relationships, ensuring high levels of client satisfaction.

• Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $20 million; provide support to branch-based business bankers on sizeable business credit deals as needed
• Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships
• Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services

• Lead advisor for SVB GFB Southern region managing territory from Texas to Florida and up to D.C. Roughly 115 clients with 20 Billion in deposits
• Responsible for managing and growing relationships for SVB's most strategic clients
• Remains apprised of short – and long–term client strategy and advises greater relationship team on client’s themes and trends
• Makes decisions offering select product solutions and risk mitigation strategies to clients
• Makes daily decisions on credit-related activities

Associate - Relationship Manager

• Analyze and manage internal and external data sources to identify top clients and prospects in innovative fields to determine potential cross-sell opportunities, predict fundraising needs, and extract industry trends
• Facilitate new client onboarding journey
• Developed deep understanding of SVB’s products and assisted clients with implementation of new products
• Increased client satisfaction through consistent and meaningful outreach
• Monitor and maintain portfolio health related to compliance and credit risk
• Develop strong relationships with key clients and stakeholders - Genuine approach that leads to gaining clients' trust rapidly
• Drive new business development opportunities, events, and strategic initiatives
• Facilitate client introductions for venture debt and other forms of loan deals.

PORTFOLIO ADVISOR

• Founding member of new team servicing pre-series A clients across multiple innovating sectors such as Enterprise Software, Saas, Online Marketplaces, Etc
• Accountable for servicing all emerging tech clients, under 14 teams across US geos – providing all relationship support – focused on end-to-end servicing
• Strength in problem-solving and sourcing cross-sale opportunities due to servicing background and product knowledge
• Increased NPS significantly within department

• Wealth Management - Responsible for building and managing own book of business - Top Advisor in the Southwest district for the month of November resulting in nearly $40,000 of premiums - Averaging nearly triple the average case size as compared to other Advisors
• Develop strong relationships with client and colleagues - Analyze clients financial portfolio and preform quality checks as needed
• Offer detailed, research-based solutions to meet client's needs
• Investment analysis - Completed Series: 6, 63, SIE - Developed strong telephone sales techniques
• Achieved honors earned by less than 10% of Interns in the nation

• Provide marketing services to Financial Professionals &, store owners
• Create predictable systems to generate customer/lead flow
• Analyze clients needs/desires to build relevant solutions reflecting a consultative approach
• Full project management including resource planning, meetings/communications/ milestone achievements