Donnell Mitchell
Chicago Ridge,IL
Summary
A dynamic, results-driven and multi-faceted professional with a wealth of successful experience in business and personal banking seeks to contribute relationship-building, consultative sales, account management and business development expertise in a challenging new position within a progressive organization. SUMMARY: Accomplished financial sales, account management and business development professional with a consistent record of success in planning, organizing and executing key, strategic business, marketing, relationship and product development initiatives to achieve/surpass organizational expectations and revenue goals. Capitalize on new growth opportunities through ongoing customer service and post-sale support, converting new business into renewable revenue, while fostering loyal professional relationships. Demonstrated success in securing profitable accounts, engaging industry stake-holders/thought-leaders, relationship management, leadership, marketing, networking, strategic selling and community relations. Develop, deploy and capitalize on innovative/creative business development initiatives; strategic thinker with the unique ability to translate big picture vision into detailed action plans for success. Effective problem solver; proficient in recognizing operational components in need of enhancement/rectification; success in evaluating options and implementing results-oriented solutions.
Overview
8
8
years of professional experience
Work History
Small Business Specialist
U.S. Bank
08.2023 - Current
- Company Overview: A Small Business Specialist at U.S
- Bank provides comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million
- Cross selling Business Checking and Savings Accounts, Positive Pay, special wires, ACH, lockbox
- Providing business credit cards with various rewards and benefits
- Helping businesses with financing options for growth, expansion, or managing cash flow
- Assisting businesses with payment processing solutions
- Offering payroll management and tax services to ensure compliance with labor and IRS laws
- A Small Business Specialist at U.S
- Bank provides comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million
CEO
Next 2 Level Consulting
Chicago Ridge, USA
12.2020 - 08.2023
- Specialize in assisting small business and commercial owners with short-term lending solutions such as capital, payroll, and expansion funding
- Maintaining a deep knowledge of company products and services
- Building and maintaining strong relationships with prospective and existing clients
- Researching and pursuing new business opportunities
- Identifying clients' needs and requirements and proposing suitable solutions
- Providing clients with comprehensive product/service
Treasury Management Specialist
Countryside Bank
01.2019 - 12.2020
- Full accountability for the coordination and execution of all banking services and investment reporting processes for Treasury Management
- Ensure the accurate documentation of all journal entries for asset and liability (debt/swap) transactions; record wire transfers impacting debts, swaps and overall financial performance
- Prepare summaries for quarterly financial statement disclosures and capital projects
- Establish/maintain bank relationships and implement new banking services
- Achieved net profit of 85% above 2019 sales plan
Digital Banking Conversion Specialist
01.2018 - 01.2019
- Assisted in the coordination of all action items related to transferring customer data from their current service provider to the Treasury Management system
- Acted as a liaison between client and Treasury Management department throughout the conversion process
- Coordinated all aspects of client conversions targeting satisfaction goals
- Prepared PowerPoint presentations on how to navigate the system, in addition to preparing customers for other tutorial presentations
- Cross sold Treasury Management services such as ACH, accounts payable, accounts receivable, lock box, wires and account analysis services
- Recognized by clients as an authority on applications and system functionality
Premier Banker
BMO Harris
Chicago, USA
01.2017 - 01.2018
- Multi-functional sales and relationship-building role with responsibility for providing exceptional, value-added services to consumer/business accounts to build a client base, increase sales opportunities and position branch for top performance year over year in district
- Conducted aggressive internal and external sales and relationship-building functions calling on existing branch customers and new business
- Sold, marketed and closed on client commitments for a diverse range of loan, checking/savings and investment solutions; provided clients with consulting and advisory services to support the achievement of financial goals
- Identified, secured and serviced prospective clients from contact to close and long-term servicing via needs assessments and consultative selling strategies
- Partnered with interdepartmental sales specialists to ensure optimal customer access to applicable solutions to maintain customer satisfaction/allegiance to company
Education
MBA -
American Public University
07-2025
Bachelor of Arts - Business Administration
American Public University System
Charles Town, WVSkills
- Accounts Payable
- Accounts receivable
- Banking
- Consulting
- Conversion
- Clients
- Client
- Customer satisfaction
- Customer service
- Documentation
- Financial
- Functional Marketing
- Access
- Power point
- Presentations
- Processes
- Profit
- Relationship-building
- Reporting
- Sales
- Selling
- Strategic
- Swaps
- Treasury
Affiliations
- Spoonful Of Hope Soup Kitchen
Accomplishments
- US Bank Small Business Specialist Top Performer in the Midwest Q2-Q3
Timeline
Small Business Specialist
U.S. Bank
08.2023 - Current
CEO
Next 2 Level Consulting
12.2020 - 08.2023
Treasury Management Specialist
Countryside Bank
01.2019 - 12.2020
Digital Banking Conversion Specialist
01.2018 - 01.2019
Premier Banker
BMO Harris
01.2017 - 01.2018
MBA -
American Public University
Bachelor of Arts - Business Administration
American Public University System
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