Jacqueline Samelson Qualters
Atlantis,FL
Summary
Experienced Business Banker with 29 years in the financial industry, including 12+ years at PNC Bank. Skilled in cultivating and sustaining client relationships, driving revenue growth, and offering strategic financial solutions. Consistently recognized for outstanding performance, earning Market All-Star for 7 consecutive years and Circle of Excellence/Business Elite for 6 consecutive years. Seeking to utilize business banking expertise to cater to the financial requirements of healthcare professionals and organizations as a Healthcare Banker at PNC Bank.
Overview
26
26
years of professional experience
Work History
Relationship Manager II - Business Banking
PNC Bank
07.2012 - Current
- Manage a portfolio of 190 business clients, providing tailored financial solutions, including lending, cash management, and investment products.
- Consistently exceed sales and revenue targets and exceeded performance metrics earning Market All-Star recognition for seven years and the prestigious Circle of Excellence/Business Elite award for six years.
- Develop and maintain strong relationships with small to mid-sized business owners, helping them optimize financial operations and achieve growth objectives.
- Collaborated with internal partners, including Healthcare Banking, Treasury Management, Merchant Services, Commercial Lending, and Wealth Management, to deliver comprehensive banking solutions.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Conduct in-depth financial analyses to assess creditworthiness and recommend appropriate lending structures.
- Drive business development efforts by networking, attending community events, and leveraging referral sources to acquire new clients.
- Ensure compliance with all regulatory requirements and bank policies while maintaining a high standard of customer service.
Branch Manager
BankUnited
01.2008 - 07.2012
- Manage and oversee the operation of a branch office with deposits of approximately $70 million
- Retain and strengthen current branch deposit relationships through effective cross-selling of bank products and services
- Expand customer base through networking, centers of influence development, and calling on business prospects within the Boca Raton market
- Focus on business development of commercial clients within a target industry (Doctors, CPA’s, Lawyers) with an emphasis on commercial lending and deposit relationships
- Manage the daily operations of the branch while ensuring compliance with bank policies and procedures
- Exceeded personal production goals for credit, deposit, and fee income categories
- Rated above average on every performance appraisal
Assistant Branch Manager
BankUnited
01.2005 - 01.2008
- Assisted the Branch Manager in ensuring the branch meets and exceeds day to day established sales goals
- Recognized, motivated, and coached employees’ performance toward individual, branch and sales goals, including consumer credit, non-credit products, deposit growth and non-interest income and expense, referral goals for commercial, residential credit, insurance, and alternative investment goals
- Managed the day to day activities of the branch
- Consistently exceeded personal production goals for credit, deposit, and fee income categories
- Supported the Branch Manager’s efforts within the business community and civic organizations to generate new business
Teller and Financial Service Representative
SunTrust
01.1999 - 01.2005
- Received checks and cash for deposit
- Cashed checks
- Achieved individual goals through cross selling of all credit, non-credit, fee income & alternative investment products
- Knowledge of products, policies, procedures and regulations
- Balanced currency, coin, and checks in cash drawer daily
- Promoted Bank products and services to all current and prospective clients
- Handled customer queries, special requests and problem resolution
- Solicited loan applications for residential and business lending
- Cross-sold and opened new accounts according to bank guidelines
Education
B.A. - Business Administration, Minor in Marketing
University of Central Florida
Orlando, FL01.2003
Skills
- Business Banking & Relationship Management
- Business Lending & Credit Analysis
- Treasury Management & Cash Flow Solutions
- Client Acquisition & Retention
- Leadership & Team Collaboration
- Cross-selling Banking Products & Services
- Problem Solving Abilities
- Risk Management
Timeline
Relationship Manager II - Business Banking
PNC Bank
07.2012 - Current
Branch Manager
BankUnited
01.2008 - 07.2012
Assistant Branch Manager
BankUnited
01.2005 - 01.2008
Teller and Financial Service Representative
SunTrust
01.1999 - 01.2005
B.A. - Business Administration, Minor in Marketing
University of Central Florida
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