Gita Patel
Las Vegas,NV
Summary
Dynamic Business Development Officer and Branch Manager at Nevada State Bank, adept in strategic planning and relationship management. Excelled in leveraging analytics for competitive analysis, enhancing client acquisition by 30%. Renowned for proposal writing and fostering team growth, consistently boosting customer satisfaction and loyalty through innovative strategies.
Overview
19
19
years of professional experience
Work History
Business Development Officer
Nevada State Bank
Las Vegas, NV
02.2020 - 01.2025
- Conducted market research to identify potential clients and industry trends.
- Created presentations to communicate product features, benefits, and pricing models to prospective customers.
- Conducted market research to identify selling possibilities and evaluate customer needs.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Produced sales documents, finalized deals and filed records.
- Developed customer outreach programs to maintain existing accounts.
- Analyzed sales and marketing data to inform business strategies and improve performance.
- Monitored competitor activity and market trends to maintain a competitive edge.
- Attended networking events to build relationships with potential clients.
- Maintained accurate records of all client interactions and transactions.
- Reviewed existing key client programs and designed and implemented new programs to expand market share.
- Increased profitability and revenue by identifying customer needs and determining appropriate offerings.
- Researched competition in order to remain competitive in the marketplace.
- Drove sales of company products and services by meeting with customers using strategic and organized approach.
- Maintained meticulous client notes in Salesforce system.
- Listened to customer needs to identify and recommend best products and services.
- Drafted proposals for new business opportunities based on client needs and requirements.
- Communicated with other corporate departments to develop effective business strategies.
- Leveraged technology and digital platforms to enhance business development processes and outcomes.
- Traveled throughout assigned territory to call on regular and prospective clients to grow and maintain relationships.
Branch Manager
Nevada State Bank
Las Vegas, NV
10.2005 - 01.2025
- Resolved escalated customer complaints in a timely manner.
- Planned work schedules to maintain adequate staffing levels.
- Created reports summarizing operational performance metrics for senior management review.
- Established strong working relationships with external partners such as vendors and suppliers.
- Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
- Maintained consistent growth in accounts and receivables by obtaining and retaining loan borrowers.
- Performed regular audits of financial records in order to ensure accuracy.
- Implemented internal control procedures to minimize risk exposure and maximize profitability.
- Facilitated weekly meetings with staff members to discuss progress on current initiatives.
- Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
- Analyzed competitors and market trends to facilitate business growth.
- Ensured compliance with established policies, procedures and regulations governing banking operations.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Managed staff scheduling, hiring and training processes.
- Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
- Verified cash by balancing cash drawers and maintaining cash count records.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
- Conducted regular performance reviews for all employees in the branch.
- Disciplined employees to encourage compliance with company policies and procedures.
- Organized professional development programs for employees at all levels of the organization.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Grew business banking relationships through proactive outreach.
- Participated in community events to promote brand awareness.
- Developed strategies to increase customer satisfaction and loyalty.
- Identified opportunities for process improvement initiatives within the branch.
- Monitored financial performance of the branch on a monthly basis.
- Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
- Assisted other branches when needed during peak periods or special projects.
Education
High School Diploma -
DAV College
BA, Fiji Islands06-1977
Skills
- Proposal writing
- Marketing
- Competitive analysis
- Client acquisition
- Analytics
- Quality control
- New business development
- Relationship management
- Prospect targeting
- Relationship building and rapport
- Strategic planning
- Training and mentoring
Languages
English
Professional
Gujarati
Professional
Hindi
Professional
References
References available upon request.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments
- Recipient of 2023 New Business Excellence Award for most new accounts.
- Achieved record-high client growth in 2023 by developing a comprehensive sales and marketing plan.
- Supervised team of 20 staff members.
Certification
- Salesforce Certified Administrator - Salesforce.
- Negotiation Skills for the Professional Certificate – eCornell.
Work Preference
Work Type
Full TimeContract WorkWork Location
On-SiteRemoteHybridImportant To Me
Flexible work hoursPaid time offPaid sick leaveCareer advancementHealthcare benefits401k matchCompany CultureTimeline
Business Development Officer
Nevada State Bank
02.2020 - 01.2025
Branch Manager
Nevada State Bank
10.2005 - 01.2025
High School Diploma -
DAV College
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