John Thomas
Houston,TX
Summary
Enterprising Branch Manager successful in leading every facet of new and ongoing business operations. Strategic thinker and tactical decision-maker with passion for serving clients and exceeding expectations. Creative problem solver skilled at de-escalating situations and driving positive change. Tactfully maintain and deepen current account relationships for increase productivity as well as continuing to add new relationships.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Lead Software Sales Advisor
HighRadius Technologies
2024.05 - Current
- Construct and inspect sales processes for new and existing clients.
- Monitor KPIs to measure week over week success and or opportunities for growth with one on ones and weekly WBRs
- Heavily focus on partnering the 'order the cash' suite with other partnering companies with a revenue of 30m oe more.
- Educating clients on the benefits of AI to clients primarily the office of the CFO focusing on Treasury, Record to Report Accounting and AP.
- Train and develop employees and assist in hiring to maintain the team FTA
Branch Manager/Vice President
JPMorgan Chase
2021.06 - 2024.04
- Developed high-performing team through targeted recruitment, training, and performance management initiatives.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Launched new training program to boost employee skills and staff retention rate, ran work shops for increase in productivity and sales for region.
- Identified partnership opportunities and established favorable business connections.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Spearheaded cross-functional initiatives across departments to achieve business goals for bottom-line profits.
- Leveraged SalesForce to collect, organize and manage sales data and customer information.
- Drove corporate sales initiatives by collaborating cross-functionally with internal departments such as product development, operations, and finance teams.
- Mentored 10+ branch managers on their sales and client experience process to improve performance, as well as over 20 business bankers both field bankers and remote bankers for increased productivity and output.
Branch Manager
Enterprise Holdings
2019.01 - 2021.06
- Supervised team of 100+ branch employees and made recommendations regarding performance evaluations.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Responded to customer requests for products, services and company information.
- Quickly and accurately answered customer questions, suggested effective solutions and resolved issues to increase customer satisfaction 91% per month.
- Implemented CRM system updates that allowed better tracking of client communications, preferences, and booking history for more personalized service delivery.
- Increased branch profitability by implementing cost-saving measures and streamlining operational
- Worked closely with C-level clients ie GMs of bodyshops/dealerships, travel coordinators and government officials to ensure their complete satisfaction and trust in our product.
- Managed portfolio of corporate accounts, consistently meeting or exceeding revenue targets through strategic sales efforts.
- Negotiated favorable contract terms with suppliers to secure competitive pricing for clients while maintaining healthy profit margins for agency.
Sales Manager
Ford Motor Co
2017.01 - 2018.12
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
- Conducted financial review of customer lines of credit by assessing company financials and initiating credit application reviews.
- Managed key accounts with strategic planning and relationship building, resulting in increased customer loyalty and repeat business.
- Overcame objections from potential clients by addressing concerns effectively and offering customized solutions based on their unique needs.
- Monitored client abilities and account information to determine appropriate credit approval decisions.
- Managed account data and verified information with clients, past creditors and other involved parties.
Internship Student
Covenant Hospital Plainview
2016.01 - 2017.01
- Completed range of simultaneous job tasks to support professor's academic, research and operational needs.
- Developed and implemented marketing campaigns targeting donors exceeding 1 million in gifts and donations per month.
- Collaborated with senior leadership to identify funding objectives and devise workable development plans.
- Analyzed monthly balance sheet accounts for corporate reporting with CFO and presented before board members
- Improved internship experience by efficiently managing assigned tasks and meeting deadlines daily
- Demonstrated adaptability by quickly learning new concepts and techniques as required for different assignments within program.
Education
MBA - Health Care Administration
Wayland Baptist University
08.2017
BBA - Economics And Finance
Wayland Baptist University
08.2015
Skills
- Account maintenance
- Data Analytics
- Relationship building and management
- Pipeline Management
- Excel, SQL, Tableau and Power BI certified
- Contract Negotiation
- Sales and Customer Service experience
Certification
Business Intelligence Analyst
- Data Analysis - 3 Month
Languages
Spanish
Native or Bilingual
Timeline
Lead Software Sales Advisor
HighRadius Technologies
2024.05 - Current
Branch Manager/Vice President
JPMorgan Chase
2021.06 - 2024.04
Branch Manager
Enterprise Holdings
2019.01 - 2021.06
Sales Manager
Ford Motor Co
2017.01 - 2018.12
Internship Student
Covenant Hospital Plainview
2016.01 - 2017.01
MBA - Health Care Administration
Wayland Baptist University
BBA - Economics And Finance
Wayland Baptist University
Business Intelligence Analyst
- Data Analysis - 3 Month
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