Cliff Lowery
Residential Energy Advisor
2842 Shadowstone Way
Winder, GA 30680,GA
Summary
Professional relationship management expert with strong emphasis on team collaboration and delivering results. Proven track record in client engagement, conflict resolution, and strategic planning. Known for adaptability and reliability while excelling in communication, problem-solving, and building lasting client partnerships. Adept at navigating changing needs and driving success through effective relationship strategies.
Overview
13
13
years of professional experience
2
2
years of post-secondary education
Work History
Residential Energy Advisor
Jackson Electric Membership
11.2023 - Current
- Enhanced member understanding of their energy usage patterns by providing clear explanations and visualizations of data.
- Promoted the adoption of energy efficient appliances by educating customers on their long-term benefits.
- Evaluated insulation levels in homes, making recommendations for appropriate upgrades that led to increased comfort and reduced heating and cooling costs.
- Stayed current on industry trends and emerging technologies, ensuring up-to-date advice for members seeking innovative solutions.
- Established strong relationships with local contractors to ensure high-quality workmanship on recommended upgrades.
- Enhanced member understanding of their energy usage patterns by providing clear explanations and visualizations of data.
Relationship Manager,Financial Wellness Consultant
PNC Bank
05.2022 - 11.2023
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Implemented effective communication strategies to maintain ongoing dialogue with clients, fostering long-term partnerships.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
<p>Vice President, Senior Program Manager</p> <p></p>
Wells Fargo At Work
07.2019 - 05.2022
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Established a culture of continuous improvement, fostering innovation and driving sustainable growth across the organization.
- Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
- Negotiated high-value contracts that maximized profitability while mitigating risks for the organization.
<p>Program Manager</p>
Well Fargo, Wells Fargo At Work
03.2018 - 07.2019
- Develops and lead acquisition strategy within 4 district in the North Metro Atlanta region (37 Branches)
- Working closely with the leadership team; Region Bank Presidents, District Managers, Branch Managers and Branch Personal Bankers to leverage the Wells Fargo At Work Workplace Banking program
- Managing a book of business of 600 companies with up to 150 employees
<p></p><p>Program Consultant</p>
Wells Fargo, Wells Fargo At Work
02.2016 - 03.2018
- Developed and led acquisition strategy within 5 district in the North Atlanta region (75 Branches)
- Worked closely with the leadership team; Community Bank Presidents, District Managers, Branch Managers and Branch Personal Bankers to leverage the Wells Fargo At Work Workplace Banking program
- Managed the participation,activities, and development of Wells Fargo At Work Branch Personal Banker Advocates
- Managed a book of business of 400 companies with up to 100 employees
<p></p> <p>Branch Manager</p>
Wells Fargo
12.2012 - 02.2016
- Managed retail sales and service function
- Primary goal was to serve the customers' total financial service needs
- Promoting teamwork with partners and other corporate departments
- Created, trained, and coached a successful teams through the development of staff
- Developed business development goals and objectives based on staffing models, schedules and performance standards
- Supported and coached Small Business activities of Small Business Advocates and Business Specialist for East Atlanta Market
Education
Bachelor of Science - Business Administration
Liberty University
Lynchburg, VA 01.2019 - 05.2021
Skills
Leadership
Developing Team Members
Relationship Building
Business Development
Networking
Responsibility
Achiever
Analytical
Self- Assurance
Relator
Affiliations
- Kiwanis Club of Lawrenceville, GA- Current President
- Winder Barrow Touchdown Club- Current Vice President
- Leadership Barrow- Class of 2026
- Buford Masonic Lodge- Member
Timeline
Residential Energy Advisor
Jackson Electric Membership
11.2023 - Current
Relationship Manager,Financial Wellness Consultant
PNC Bank
05.2022 - 11.2023
<p>Vice President, Senior Program Manager</p> <p></p>
Wells Fargo At Work
07.2019 - 05.2022
Bachelor of Science - Business Administration
Liberty University
01.2019 - 05.2021
<p>Program Manager</p>
Well Fargo, Wells Fargo At Work
03.2018 - 07.2019
<p></p><p>Program Consultant</p>
Wells Fargo, Wells Fargo At Work
02.2016 - 03.2018
<p></p> <p>Branch Manager</p>
Wells Fargo
12.2012 - 02.2016