David Martin
Relationship Manager
Dyer,IN
Summary
Dedicated Relationship Manager with 18 years of sales experience, 14 years of financial industry experience and 7 years of management experience. Familiar with bank regulations, financial best practices and effective sales strategies. Skilled in developing customized solutions to meet wide-ranging client needs and a strong collaborator and active listener with excellent verbal and written communication skills.
Overview
23
23
years of professional experience
4
4
years of post-secondary education
1
1
Certifications
Work History
Relationship Manager
First Financial Bank
Highland, IN
05.2018 - Current
- Supervise staff of 6; assist with personal and branch production goals through coaching, role plays and measuring staff performance through quarterly check ins and annual evaluations.
- Oversee daily operations, ensure policy and procedures are adhered to and branch audit items are completed on time and correctly.
- Assist clients with needs such as opening accounts, submitting loan applications, conducting loan closings and referring to partners for business, wealth and mortgage needs.
- Conduct daily huddles to celebrate previous day successes, review policy changes or bank products and discuss the daily commitments of staff.
- Responsible for training new employees on retail side as bank HUB mentor.
- Conducted monthly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
- Used effective strategies to convince clients to meet with branch wealth advisor resulting in more than $11,000.00 in fee revenue in 2020.
Assistant Manager
MainSource Bank
Crown Point, IN
06.2015 - 05.2018
- Mentored 2-member team in applying effective sales techniques and delivering top-notch customer service.
- Oversaw daily operations, ensured policy and procedures were adhered to and branch audit items were completed on time and correctly.
- Assisted clients with needs such as opening accounts, submitting loan applications, conducting loan closings and referring to partners for business, wealth and mortgage needs.
- Promoted products or services to each customer to consistently achieve sales targets.
- Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
- Member of MainSource Bank culture committee which helped highlight diversity in the workplace.
- Employee of Northwest Indiana market for 3rd quarter of 2015.
- Mainsource Bank was acquired by First Financial May 2018.
Relationship Banker/Small Business Specialists
JP Morgan Chase
Crown Point/Dyer, IN
06.2007 - 06.2015
- Assisted clients with needs such as opening accounts, submitting loan applications, conducting loan closings and referring to partners for business, wealth and mortgage needs.
- Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services.
- Selected to assume additional responsibility as Small Business Specialists in 2012 to assist business customers with business accounts, loans and merchant service needs.
- Managed accounts to retain existing relationships and grow share of business.
- Invited to participate in market meeting to give feedback on new sales materials and account features being considered for general public.
- Acquired FINRA Series 6, 63 and Resident Life Insurance Producer License.
- Recognized at annual regional meeting as top banker for final quarter of 2014 for most clients signed up for paperless statements and online activation.
Automotive Sales/Internet Sales Manager
Ridgeway Chevrolet
Lansing, IL
05.2005 - 06.2007
- Consistently sold approximately 15 cars monthly.
- Pursued existing and potential customers by phone and email to generate leads and close sales.
- Promoted to Internet manager with staff of 3 in March 2006.
- Followed-up on warm Internet leads and responded to customer questions about vehicle availability, price and options while fielding inquiries from various marketing websites.
Account Manager
Milner Broadcasting
Kankakee, IL
06.2003 - 05.2005
- Successfully managed monthly marketing, copywriting and billing needs of over 50 clients.
- Continue to grow book of business by prospected, visiting and calling on businesses in Kankakee and Iroquois County.
- Increased longevity of media accounts by providing individualized customer service and developing relationships with account holders.
- Managed day to day operations at WIVR 101.7 satellite office including broadcasting afternoon community announcements.
- Represented station at community events to establish strong ties and promote business.
Traffic Coordinator/Administrator
Behr Process Corporation
Sauk Village, IL
01.1998 - 06.2003
- Planned shipments and scheduled daily routes to Home Depot Stores in Midwest and Eastern Canada.
- Developed optimal shipping strategies to minimize costs resulting in savings of over $20,000.00 annually on shipments to Canadian Market.
- In charge of daily office operations including customer service, managing electronic and paper filing systems by updating paperwork, maintaining documents and accurately recording information.
- Created in-house newsletter to keep employees informed of regulations, achievements, upcoming events and employee milestones.
Education
Bachelor of Arts - Media and Fine Arts
Calumet College Of Saint Joseph
Whiting 06.1996 - 05.2002
Skills
Cash Handling
undefinedCertification
Indiana Notary Public
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
I didn't fail. I just found 2,000 ways not to make a light bulb; I only needed to find one way to make it work.
Thomas Edison
Timeline
Relationship Manager
First Financial Bank
05.2018 - Current
Assistant Manager
MainSource Bank
06.2015 - 05.2018
Relationship Banker/Small Business Specialists
JP Morgan Chase
06.2007 - 06.2015
Automotive Sales/Internet Sales Manager
Ridgeway Chevrolet
05.2005 - 06.2007
Account Manager
Milner Broadcasting
06.2003 - 05.2005
Traffic Coordinator/Administrator
Behr Process Corporation
01.1998 - 06.2003
Bachelor of Arts - Media and Fine Arts
Calumet College Of Saint Joseph
06.1996 - 05.2002
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