J Brandon Patterson

Top Sales performer year over year. #1 in region for 2024

• Achieve individual and team financial, production and relationship results relative to the specific metrics and goals assigned.
• Engage with customers, prospects and referral sources through proactive outreach.
• Represents the Bank in the community by attending and participating in civic, community and CRA opportunities for the Bank.
• Engage in sales practices that are aligned to create value for both the customer and the bank.
• Appropriate partnering, planning and preparation to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
• Collaboration with Wealth, Treasury, Merchant and Commercial Banking Partners

Team Management:

• Manage performance and personnel functions for a team, ensuring operational soundness while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank.
• Drive accountability to role expectations, responsibilities and authorities, providing one on one feedback and coaching that supports associate development and achievement of results. Regularly and proactively leverage the expertise of bank partners, other managers or team

Service Standards:

• Foster collaborative partnerships that deliver value for customers, prospects and colleagues.
• Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs.
• Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.

Operations and Administration:

• Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
• Complete required training by established deadlines.
• Perform general office management duties as assigned to ensure operational efficiency.

• Managed all daily functions of retail business comprised of 25 staff members and 80 vendors
• Handled finance and business administration responsibilities including accounts payable/accounts receivable, payroll, and all required federal and state government filings
• Built rapport with each vendor to establish a lasting relationship and to promote business generation
• Optimized problem-solving skills while ensuring all policies and processes are efficient, effective, and meet the needs of the business
• Built a strong talent plan including recruitment, workforce and succession planning, talent development and performance management
• Key administrator in the development of annual business plans, forecasts and budgets, as well as short and long-term growth strategies
• Increased engagement and designed the employee experience around moments that mattered the most
• Managed inventory levels and conducted market research to provide customers the most desired products
• Daily client facing to develop lasting relationships, as well as handle problem resolution

• Sourced and hired a diverse team of Universal Banking Consultants dedicated to building lasting customer relationships by improving the financial well-being of PNC Clients
• Led proactive sales development activities resulting in the successful acquisition and expansion of consumer and business banking relationships from a zero-customer base upon opening
• Demonstrate leadership capabilities, manage to vision and purpose and communicate effectively to influence behavior and create high levels of customer and employment engagement
• Coach employees to improvement of existing skills and development of new skills and achievement goals
• Manage robust network of business partners while working closely to appropriately connect customers as needs are identified
• Demonstrate a clear understanding of risk, realizing the implications that go beyond the immediate situation

• Perform role of trusted advisor, consultant and market industry financial expert
• Leader in customer satisfaction measured by retention, profitability and growth
• Perform strategic, tactical and support functions for PNC consumer and business banking sectors, including healthcare banking

• Managed 3 Midtown Financial Centers
• Attract, develop, retain and motivate a diverse team of individuals
• Actively observe and coach team to achieve sales and customer service success
• Manage retail sales and customer service experience function
• Monitor daily sales and referral process for entire team, coaching team members to set and achieve individual sales goals
• Develop and administer budgets, business development goals and objectives, staffing models, schedules and performance standards

• Manage acquisition, development and expansion of equine facility through equine rescue, sales, training and boarding
• Ongoing development and execution of strategic plans to increase sales and gross profit
• Create and administer budgets, business goals and objectives
• Ongoing analysis of equine market and industry updates

• Negotiated contracts and distributed honorarium payments on behalf of J&J to Healthcare Providers
• Performed and managed FDA and EPLS checks on each doctor confirming good standing with AMA
• Led ongoing physician and customer relationship building initiatives worldwide