Seasoned Sales Executive with expertise in strategic client relationship building and team leadership. Proven track record of exceeding revenue targets through effective sales strategies and operational efficiency improvements. Dedicated to driving growth and enhancing market presence.
Overview
1
1
Certification
31
31
years of professional experience
Work History
Executive Vice President – Commercial Banker, Private and Business Banking Executive, Commercial Banking Lead, Talent Development Director, and Early Career Talent Director
Huntington Bank/Veritex Community Bank/Green Bank
Dallas, TX
05.2012 - Current
Top performing Commercial Banker and later Commercial Banking Lead in Dallas Market focusing on C&I lending.
Overall responsibility for over $500+ million in deposits, $350 million in loans outstanding, and contributing $25+ million in direct bottom line revenue contribution.
Produced $23.5 MM in loan production and $13 MM in deposit growth in first 6 months.
Focused on establishing relationships with businesses generating $20 million to $250 million in annual revenue.
Led a team of Senior Bankers in Portfolio Management and new client acquisition.
Built a team of Business Bankers and Private Bankers for both the Dallas and Houston Markets. Started with 3 bankers and ended with 25 at the time of Veritex/Green Bank merger.
Developed and implemented a Banking Development Program, successfully training new talent and enhancing team
performance.
Executed targeted growth strategies for businesses with significant annual revenues, positioning the bank for
sustained growth.
Directed comprehensive management of commercial and business banking services, leading to improved client
satisfaction and service delivery.
Senior Vice President – Senior Business Banking Market Sales Executive
Capital One
Dallas, Texas
03.2009 - 05.2012
Oversaw over $750+ million in deposits and $500+ million in loans, contributing $14+ million in direct bottom line revenue.
Grew deposit portfolio 23% and loan portfolio 31% in a 18 month period of time through new client acquisitions.
Directed comprehensive management of commercial and business banking services for South Texas Region, enhancing service delivery and client satisfaction.
Targeted businesses with annual revenues from $5 million to $250 million, identifying strategic opportunities for growth and partnership.
Led a team of Senior Bankers in Portfolio Management and new client acquisition.
Conducted daily sales calls with business bankers to strengthen client relationships, fostering collaboration and driving new business opportunities.
Pursued new client relationships through proactive social media engagement and networking. for new client relationships utilizing social media, COI development, and phone skills.
Vice President – Business Banking Region Manager
Wachovia
Dallas, USA
01.2008 - 03.2009
Led Business Banking initiative in Dallas / Fort Worth market across 80 branch locations, enhancing regional presence.
Accountable for recruiting, training, coaching and mentoring a team of 8 business bankers tasked with working with branch locations as well as prospecting for new business customer acquisition for depository and lending services.
Expanded DFW Business Banking team from three to nine within first forty five days, strengthening capacity for customer engagement.
Established referral partnership between Business Banking and Retail Banking Teams in DFW, increasing cross-selling opportunities.
Vice President – Business Banking Area Manager
JPMorgan Chase
Dallas, USA
02.2006 - 01.2008
Managed Business Banking operations and executed business selling strategy in retail branches across North Texas and Oklahoma markets, enhancing regional profitability.
Led large team of Business Banking Relationship Managers to exceed sales targets in deposit acquisition, business lending, and cross sell.
Ranked #1 amongst peer group of 23 other Area Managers across the United States.
Executed engagement and follow-up activities that increased employee and customer retention.
Vice President – Market Growth and Development Manager
Wells Fargo
Dallas, USA
08.1995 - 02.2006
Hired, trained, and led team of Market Growth and Development Consultants, achieving significant results over two years.
Planned and executed initiatives that supported implementation and optimization of sales efforts across large geographical areas, driving growth in Small Business market.
Managed Small Business Lending products across Texas, Colorado, Arizona, New Mexico, Iowa, Nebraska, and Utah.
Provided executive coaching for Senior Management on effective execution of business strategies including, but not limited to, Needs Based Profiling and Small Business Credit Needs Assessment.
Presented at conferences and events to motivate and educate employees, fostering a culture of success.
Education
Associate of Science - Marketing
Mission College
Santa Clara, CA
05-1995
Skills
Strategic Planning
Team Building
Leadership Development
Client Acquisition Strategies
Sales Team Optimization
Business Development
Accomplishments
Veritex Bank Chairman Award Winner for development of Banking Development Program
Ranked #1 in peer group and #2 overall in the nation of Area Managers at JPMorgan Chase
Multiple recipient of Wells Fargo Sales and Service Conference - prestigious award reserved for the top 2%.
Two-time winner of Star Manager Award for Leadership Excellence at Wells Fargo
Three-time recipient of Wells Fargo Golden Coach Top Branch Employee Award
Certification
Master Certified in Siebel Sales and Service Skills
Formal Credit Training through Wells Fargo Bank Commercial Banking Academy
Clifton StrengthFinders Certified Master Coach
Insights Discovery Certified Master Facilitator
Timeline
Executive Vice President – Commercial Banker, Private and Business Banking Executive, Commercial Banking Lead, Talent Development Director, and Early Career Talent Director
Huntington Bank/Veritex Community Bank/Green Bank
05.2012 - Current
Senior Vice President – Senior Business Banking Market Sales Executive
Capital One
03.2009 - 05.2012
Vice President – Business Banking Region Manager
Wachovia
01.2008 - 03.2009
Vice President – Business Banking Area Manager
JPMorgan Chase
02.2006 - 01.2008
Vice President – Market Growth and Development Manager
Executive Director – Commercial Banking - Global Services at JP Morgan & Chase (Commercial Banking)Executive Director – Commercial Banking - Global Services at JP Morgan & Chase (Commercial Banking)