JEROME BROOKS
CHARLOTTE,NC
Summary
Dynamic Healthcare Relationship Manager with a proven track record at Wells Fargo, excelling in relationship building and sales proficiency. Achieved consistent revenue growth by leveraging client insights and cross-selling strategies. Expert in CRM best practices, enhancing data accuracy while fostering strong client connections to drive business development and portfolio growth.
Experienced adept at fostering and maintaining client relationships. Skilled in identifying client needs and providing effective solutions, with strong track record of increased client satisfaction and loyalty. Demonstrated ability to communicate effectively and manage complex client portfolios.
Overview
11
11
years of professional experience
Work History
Healthcare Relationship Manager
Wells Fargo
10.2021 - Current
- Manage an extensive portfolio of business by understanding business and operating cycle, proactively assessing financial needs, and recommending financial solutions
- Analyze and perform financial research in credit, cash flow, risk and collateral as well as monitor activities associated with the business risk to help avoid fraud risk for healthcare business customers
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Partner with other bankers and lines of business to deliver the best products/services and mitigate risk to prevent risk exposures that can result in significant business impacts
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Implemented CRM best practices, improving data accuracy and usability for client management.
- Negotiated and closed complex deals with key clients, securing significant revenue streams.
Assistant Branch Manager, Operations
Truist Bank
04.2018 - 10.2021
- Spearheaded branch initiatives for growth in sales, loans, and other services, resulting in increased revenue generation.
- Reduced operational costs through diligent expense management and efficient resource allocation.
- Developed comprehensive training programs for new hires to ensure smooth onboarding and consistent service quality.
- Promoted a positive work environment through employee engagement activities and open communication channels.
Consumer Sales Banker
Wells Fargo
11.2013 - 04.2018
- Increased sales revenue by building strong relationships with clients and understanding their financial needs.
- Cultivated partnerships with external organizations to expand referral networks and generate leads for the bank.
- Assisted with branch marketing initiatives, helping to raise awareness of our products and services within the local community.
- Participated in ongoing professional development programs to stay current on industry trends and maintain a competitive edge in the market.
Education
Bachelor of Science - Mass Communication
Jackson State University
Jackson, MS05-2006
Skills
- Relationship building
- Client relationships
- Relationship building and management
- Excellent communication
- Sales reporting
- Risk management
- Time management
- Portfolio growth
- Team leadership
- Sales proficiency
- Product knowledge
- Business development
Accomplishments
- Achieved 100% risk and compliance scores for 2024 by completing client interactions with accuracy and efficiency.
- Achieved and exceeded sales goals for 2024 by 187% growth year-over-year by strategic client acquisition and book of business growth
- Instrumental in new hire development including facilitating training
- Developed new strategies for client acquisition through COI engagement
- Executed complex client onboarding including managing/growing profitable account relationships
Jackson State University National Alumni Association | Young Alum of the Year Award 2021, 2022
Earned through consistent mentorship of current and prospective students, growing our social media platforms into the largest HBCU alumni platforms resulting in increased Alumni Participation Rate and Alumni Engagement, growing our Metro Charlotte Alumni Chapter as Chapter President, and leading various initiatives to increase alumni engagement across the nation.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Timeline
Healthcare Relationship Manager
Wells Fargo
10.2021 - Current
Assistant Branch Manager, Operations
Truist Bank
04.2018 - 10.2021
Consumer Sales Banker
Wells Fargo
11.2013 - 04.2018
Bachelor of Science - Mass Communication
Jackson State University
Similar Profiles
PATRICIA M. SCHERERPATRICIA M. SCHERER
Regional Bank Private Banker II at Wells Fargo Bank / Wells Fargo AdvisorsRegional Bank Private Banker II at Wells Fargo Bank / Wells Fargo Advisors
Andrew S. HollenbachAndrew S. Hollenbach
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Laxmikanth ChittampallyLaxmikanth Chittampally
Senior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells FargoSenior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells Fargo
Mayank OberoiMayank Oberoi
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)
Anthony MooreAnthony Moore
IT Site Lead/Event Livestream Coordinator at BallertvIT Site Lead/Event Livestream Coordinator at Ballertv