Accomplished business development manager with diversified experience and successful implementation of sales, relationship management, organizational development, and strategic planning.
Overview
13
13
years of professional experience
1
1
Certification
Work History
VP, Banking Center Manager III
Seacoast Bank
08.2021 - 07.2024
Responsible for overseeing growth and success of a $90 million banking center in compliance with all bank policies, regulations, and laws in daily operations
Provided small business lending for companies with up to $10 million in revenue
Supervised staff of 4 employees ensuring goal attainment and customer service
Acquired new branch banking relationships trough social media, COI's, and community networking events
VP, Business Banker
Seacoast Bank
02.2020 - 08.2021
Administered small business lending with secured lines of credit up to $250K
Established business deposit accounts for internal and newly acquired clients
Developed new banking relationships and expanded core customer base within a territory of 5 branches through internal referrals, prospecting, COI's, and social media
AVP, Private Client Banker/Small Business Specialist
JPMorgan Chase Bank
05.2011 - 02.2020
Deepened and attained high net worth client relationships through financial advisor partnerships using an extensive network of investment capabilities
Obtained new business and personal banking relationships by way of 100+ internal sales calls per week, COI referrals, and assigned book of business
Extended small business lending for companies with up to $1 million in revenue through secured/unsecured lines of credit