Open To Work
Jordan Maltz
Jamison,Pa
Summary
Self-driven, relationship-oriented Business Development Executive with deep expertise in B2B payments, value-based selling, and consultative relationship management. Proven ability to expand strategic accounts, grow wallet share, and consistently exceed revenue targets. Results-driven professional with extensive experience in driving full-cycle sales efforts. Skilled in sales forecasting, prospecting, and cold calling, consistently achieving and surpassing targets while enhancing client relationships and identifying cross-selling opportunities.
Overview
12
12
years of professional experience
Work History
MANAGER BUSINESS DEVELOPMENT
AMERICAN EXPRESS
Central/Northern New Jersey
01.2016 - Current
- Expand and manage Business and Corporate Card relationships with companies generating $10M-$300M in annual revenue.
- Maintain a robust pipeline and execute a high-velocity, transactional sales cycle.
- Collaborate with internal partners to optimize customer experience and close complex deals.
- Drive full-cycle sales efforts, calling into C-suite and senior financial decision-makers.
- Deep expertise in AP Automation, supplier payment optimization, and spend management solutions.
- Consistently exceed annual sales quotas and earn recognition for top-tier performance.
- Grow wallet share within existing accounts by identifying unmet needs and cross-selling solutions.
REGIONAL PRIVATE BANKER
WELLS FARGO BANK
Princeton, USA
01.2015 - 01.2016
- Managed a portfolio of affluent clients with $500K-$25M in investable assets.
- Delivered comprehensive needs assessments and expanded client relationships across lending, banking, and wealth management.
- Achieved 165% of quota in FY 2016 and 125% of quota in FY 2015.
- Rookie of the Year for outstanding first-year performance.
- Served as primary relationship manager, identifying financial goals and coordinating seamless referrals to Business Banking, Wealth Management, and Mortgage partners.
- Consistently exceeded activity and pipeline expectations.
FINANCIAL ADVISOR
WELLS FARGO ADVISORS
Doylestown, USA
01.2014 - 01.2015
- Provided comprehensive financial planning and investment guidance to clients.
- Conducted in-depth financial analyses and developed customized strategies aligned with personal and market conditions.
- Built a book of business through proactive lead generation and targeted prospecting.
- Reviewed client financial plans regularly and adjusted strategies based on performance and life changes.
- Delivered holistic wealth management recommendations and ensured compliance with industry guidelines.
Education
Bachelor of Science - Commerce, Marketing
Rider University
Skills
- Consultative/ Solution Selling
- Client Relationship Management
- New Business Development
- Lead Generation
- Sales Forecasting & Reporting
- Prospecting & Cold Calling
- Territory Management
- Executive-Level Presentations
References
References available upon request.
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
RemoteHybridSalary Range
$90000/yr - $200000/yrTimeline
MANAGER BUSINESS DEVELOPMENT
AMERICAN EXPRESS
01.2016 - Current
REGIONAL PRIVATE BANKER
WELLS FARGO BANK
01.2015 - 01.2016
FINANCIAL ADVISOR
WELLS FARGO ADVISORS
01.2014 - 01.2015
Bachelor of Science - Commerce, Marketing
Rider University