Jeremy Scott Rain
Lake Clarke Shores,FL
Summary
Sixteen years in sales and service excellence in Banking. Extensive experience in Private Wealth Management - Banking sales and service. Natural born salesman. Award recognized consistently for exceeding goal expectations with Sales. Leader in communication, both written and verbal .
Overview
19
19
years of professional experience
Work History
PRIVATE BANKING ASSOCIATE
US BANK
03.2015 - Current
- Excel in meeting goal expectations in sales of both deposit growth and lending
- Support the Private Banking team in all aspects of client service and sales; account opening, account maintenance, wire transfers, loan closings, and office administration duties
- Offer a full range of Private Banking products and services to high-net-worth clients that align with their financial objectives
- Build and establish client relationships that lead to the success of departmental growth in both deposits and Loans
- Establish mutually beneficial relationships with the team that includes; Private Wealth Advisors,
- Portfolio Managers, Trust Officers, and Investment Advisors.
SALES AND SERVICE MANAGER
BRANCH BANKING & TRUST
04.2004 - 03.2014
- Delivered leadership skills in effectively communicating and delivering the corporate vision with a retail branch team
- Successfully managed individual planned performance evaluations with a team of 8 full-time associates and 3 part-time associates
- Trained, and coached all associates with ever-changing policy and procedure protocols
- Annually recognized for achieving $10 million in deposit growth year, after year
- Consistently earned Top Sales and Service Manager award for ranking in the top 5 for overall Branch performance.
Education
Bachelor of Arts - Global Leardership
Palm Beach Atlantic University
11.2023
Skills
- Sales - Computer Knowledge - Business Development - Policy and Procedure
- Adherence
- Client relations - Team Player - Problem Resolution - Quick Learner -
- Communication
Timeline
PRIVATE BANKING ASSOCIATE
US BANK
03.2015 - Current
SALES AND SERVICE MANAGER
BRANCH BANKING & TRUST
04.2004 - 03.2014
Bachelor of Arts - Global Leardership
Palm Beach Atlantic University
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