David Connor
Tewksbury,MA
Summary
Accomplished Small Business Banker and Financial Center Manager at Bank of America, adept in portfolio management and team leadership. Demonstrated excellence in relationship management, driving revenue growth, and leading high-performance teams. Proven track record of exceeding sales goals and enhancing customer satisfaction through innovative financial solutions and exceptional service.
Overview
16
16
years of professional experience
Work History
AVP, Business Banking Relationship Manager
Bank of America
07.2022 - Current
- Managed a diverse portfolio of small business clients, ensuring their unique financial needs were met efficiently and effectively.
- Provided expert guidance on cash management services to optimize clients’ daily operations and liquidity management.
- Developed a reputation as a trusted advisor by consistently exceeding customer expectations and providing sound financial guidance tailored to each client’s unique needs.
- Generated new business leads through networking events, referrals from satisfied customers, and proactive outreach efforts.
- Collaborated with partners to cross-sell banking products and services, increasing overall revenue for the bank.
- Delivered customized lending solutions to help small businesses achieve their short-term and long-term objectives.
- Partnered with credit analysts to assess the creditworthiness of potential borrowers and ensure adherence to underwriting guidelines.
Financial Center Manager
Bank of America
11.2017 - 07.2022
- Improved financial center performance by implementing effective sales strategies and staff training programs.
- Built and lead high-performance team focused on achieving sales and service goals.
- Conducted regular performance reviews for team members to assess progress against objectives while offering constructive feedback on areas requiring improvement.
- Enhanced customer satisfaction with exceptional service, relationship building, and personalized banking solutions.
- Collaborated with internal business partners to deliver cohesive banking experience to customers.
Retail Store Manager
T-Mobile
06.2009 - 11.2017
- Maintained a clean and organized store appearance to enhance the overall shopping experience for customers.
- Completed routine store inventories.
- Coached employees and trained on methods for handling various aspects of sales, complicated issues, and difficult customers.
- Evaluated employee performance regularly provided constructive feedback coaching opportunities improvement recognition outstanding achievements.
- Exceeded sales goals and accomplished business objectives by inspiring staff through coaching and training.
Education
Computer Science & Mechanical Engineering
Wentworth Institute of Technology
Boston, MABusiness Management
Bunker Hill Community College
Charlestown, MABusiness Management
University of Massachusetts, Boston
Boston, MASkills
- Portfolio Management
- Relationship Management
- Financial Planning
- Teamwork and Collaboration
- Problem-Solving
- Customer Service
- Honest and Dependable
- Multitasking
Timeline
AVP, Business Banking Relationship Manager
Bank of America
07.2022 - Current
Financial Center Manager
Bank of America
11.2017 - 07.2022
Retail Store Manager
T-Mobile
06.2009 - 11.2017
Computer Science & Mechanical Engineering
Wentworth Institute of Technology
Business Management
Bunker Hill Community College
Business Management
University of Massachusetts, Boston
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