Summary
Overview
Work History
Education
Skills
Timeline
Generic

Derrick Coleman

Houston,Texas

Summary

Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.

Overview

12
12
years of professional experience

Work History

Business Solution Advisor

Bank Of America
03.2018 - 04.2024

Recognized amongst top performers compiled from the company, consistent growth and revenue while generating a top tier customer satisfaction. Helping Small Business clients open and grow their companies. Introduce merchant services, ADP, Lending and SBA opportunities. Conduct monthly meeting to reach partner goals.
-Assigned Business Portfolio while prospecting new clients
-2018-2024 submitted over 4 million in small business booked loans
-Grew deposit growth for several small business clients while using the preferred client Platform
-Top performer in all goals monthly and quarterly

Relationship Manager

Bank Of America
03.2012 - 01.2018
  • Delighting and delivering client satisfaction daily
  • Assisting consumer and small business client with account opening, business lending, customer service, and everyday maintenance.
  • Client outreach to preferred clients for appointment setting interaction and help drive revenue for the bank.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.

Education

Bachelor of Science - Accounting

Southern University And A & M College
Baton Rouge, LA

Bachelor of Science - Business Human Resources

Capella University
Minneapolis, MN
05.2025

Skills

  • Strategic Thinking
  • Industry Expertise
  • Honest and Dependable
  • Attention to Detail

Timeline

Business Solution Advisor

Bank Of America
03.2018 - 04.2024

Relationship Manager

Bank Of America
03.2012 - 01.2018

Bachelor of Science - Accounting

Southern University And A & M College

Bachelor of Science - Business Human Resources

Capella University
Derrick Coleman