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
Point Of Sale Knowledge
Retail Sales
Branch Management
Training And Development
Effective Presentations
Coaching
Teamwork
Relationship building and management
Certification
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